Wealth-Architects

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  null,
  "IMO",
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "ARWR",
  "GOOGL",
  null,
  "AXP",
  "TEAM",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  null,
  null,
  "CCI",
  "CTO",
  null,
  "MGRC",
  null,
  "GILD",
  "GIS",
  "HD",
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  "AMAT",
  "META",
  null,
  "IJH",
  "QUAD",
  null,
  null,
  "KMI",
  "LRCX",
  "L",
  "MPC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  "GTLB",
  "HMY",
  "BX",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "PGR",
  "IEMG",
  "GSBD",
  "IVV",
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SHOP",
  "RTX",
  "SPDW",
  "AMT",
  "IBM",
  "SYK",
  "TXN",
  "TGT",
  "TMO",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "RKLB",
  "VWO",
  null,
  null,
  "IWV",
  null,
  "VIG",
  null,
  "IWN",
  null,
  "TSM",
  null,
  "ETR",
  "VYM",
  null,
  "EW",
  "AFL",
  "AMD",
  "SONY",
  "WEC",
  "AJG",
  "WM",
  "FSLR",
  "AEP",
  "ELP",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VXUS",
  null,
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  null,
  null,
  "UMC",
  null,
  "FINV",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "MOH",
  "MFC",
  "SO",
  "CRM",
  "RBRK",
  "PACB",
  "GWW",
  null,
  "ESGU",
  "STLA",
  "ADP",
  "BAC",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CWT",
  "CDNS",
  "CVX",
  "CSCO",
  "KO",
  "CMA",
  "CMCSA",
  "ED",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 229
Total Value: 906427424
Accession Number: 0001611518-25-000003
Form Type: 13F-HR/A
CIK: wealth-architects
Manager Name: Wealth-Architects

Data Enrichment

80% identified

183 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

229 positions • $906.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 12

Sort by:

EXXON MOBIL CORP

XOM|30231G102

Shares:17.2K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$906.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:13.0K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$906.4M)

CATERPILLAR INC

CAT|149123101

Shares:5.9K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$906.4M)

464287689

IWV|464287689

Shares:5.5K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$906.4M)

Snowflake Inc.

SNOW|833445109

Shares:11.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$906.4M)

Walmart Inc.

WMT|931142103

Shares:18.8K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$906.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$906.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$906.4M)

RTX Corp

RTX|75513E101

Shares:11.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$906.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:15.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$906.4M)

Tesla, Inc.

TSLA|88160R101

Shares:5.8K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$906.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:23.7K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$906.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$906.4M)

Elevance Health, Inc.

ELV|036752103

Shares:3.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$906.4M)

81369Y803

XLK|81369Y803

Shares:6.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$906.4M)

808524102

SCHB|808524102

Shares:59.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$906.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:14.2K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$906.4M)

46434G863

Shares:35.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$906.4M)

Philip Morris International Inc.

PM|718172109

Shares:7.7K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$906.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:29.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$906.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	17.2K	QoQ -5.32% (-967) YoY +25.64% (+3.5K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$906.4M)	QoQ +4.67% (-$91.4K) YoY +28.55% (+$454.1K)
Alphabet Inc.(GOOGLcusip02079K305)	13.0K	QoQ +1.46% (-188) YoY +1.74% (+223)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$906.4M)	QoQ -17.11% (-$415.8K) YoY +4.24% (+$81.9K)
CATERPILLAR INC(CATcusip149123101)	5.9K	QoQ +42.25% (+1.7K) YoY +67.22% (+2.4K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$906.4M)	QoQ +29.33% (+$440.5K) YoY +50.51% (+$651.8K)
(IWVcusip464287689)	5.5K	QoQ 0.00% (-0) YoY -6.53% (-385)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$906.4M)	QoQ -4.96% (-$91.4K) YoY -1.06% (-$18.9K)
Snowflake Inc.(SNOWcusip833445109)	11.7K	QoQ +0.31% (-37) YoY -11.96% (-1.6K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$906.4M)	QoQ -5.04% (-$90.7K) YoY -20.37% (-$437.2K)
Walmart Inc.(WMTcusip931142103)	18.8K	QoQ +139.23% (+11.0K) YoY +182.47% (+12.2K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$906.4M)	QoQ +132.46% (+$941.5K) YoY +312.13% (+$1.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	9.7K	QoQ +16.74% (+1.4K) YoY +13.79% (+1.2K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$906.4M)	QoQ +33.87% (+$405.5K) YoY +19.29% (+$259.3K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$906.4M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
RTX Corp(RTXcusip75513E101)	11.9K	QoQ +105.60% (+6.1K) YoY +118.33% (+6.4K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$906.4M)	QoQ +135.34% (+$905.4K) YoY +196.51% (+$1.0M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	15.1K	QoQ -1.26% (-194) YoY +344.48% (+11.7K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$906.4M)	QoQ -16.01% (-$296.7K) YoY +153.01% (+$940.6K)
Tesla, Inc.(TSLAcusip88160R101)	5.8K	QoQ -14.49% (-991) YoY -22.70% (-1.7K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$906.4M)	QoQ -45.13% (-$1.2M) YoY +13.94% (-$185.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	23.7K	QoQ +51.73% (+8.1K) YoY +54.33% (+8.3K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$906.4M)	QoQ +58.16% (+$537.4K) YoY +90.82% (+$695.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.5K	QoQ +15.25% (+197) YoY +11.96% (+159)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$906.4M)	QoQ +18.98% (+$224.6K) YoY +44.57% (+$434.0K)
Elevance Health, Inc.(ELVcusip036752103)	3.2K	QoQ +2.06% (+64) YoY +1.51% (-47)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$906.4M)	QoQ +20.34% (+$232.2K) YoY -14.85% (-$239.5K)
(XLKcusip81369Y803)	6.4K	QoQ +6.12% (-370) YoY NEW(+6.4K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$906.4M)	QoQ -5.75% (-$80.8K) YoY NEW(+$1.3M)
(SCHBcusip808524102)	59.4K	QoQ +0.04% (-27) YoY +196.46% (+39.3K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$906.4M)	QoQ -5.11% (-$68.9K) YoY +4.54% (+$55.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	14.2K	QoQ +1.09% (-154) YoY -4.12% (-610)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$906.4M)	QoQ -8.77% (-$122.3K) YoY -34.78% (-$678.0K)
(cusip46434G863)✕	35.0K	QoQ +1.04% (+360) YoY +3.76% (+1.3K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$906.4M)	QoQ +5.76% (+$66.6K) YoY +12.52% (+$136.0K)
Philip Morris International Inc.(PMcusip718172109)	7.7K	QoQ +26.78% (+1.6K) YoY +24.69% (+1.5K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$906.4M)	QoQ +67.20% (+$489.6K) YoY +116.03% (+$654.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	29.2K	QoQ +0.66% (-192) YoY -2.11% (-629)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$906.4M)	QoQ -4.42% (-$56.3K) YoY +7.72% (-$87.3K)