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 7 of 12

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INTEL CORP

INTC|458140100

Shares:27.5K

Value:$623.8K

% of Portfolio:0.1% ($623.8K/$906.4M)

922042858

VWO|922042858

Shares:13.5K

Value:$613.2K

% of Portfolio:0.1% ($613.2K/$906.4M)

922908652

VXF|922908652

Shares:3.5K

Value:$608.0K

% of Portfolio:0.1% ($608.0K/$906.4M)

46436E718

Shares:5.9K

Value:$592.2K

% of Portfolio:0.1% ($592.2K/$906.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:8.2K

Value:$587.7K

% of Portfolio:0.1% ($587.7K/$906.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.5K

Value:$583.0K

% of Portfolio:0.1% ($583.0K/$906.4M)

PFIZER INC

PFE|717081103

Shares:22.6K

Value:$573.5K

% of Portfolio:0.1% ($573.5K/$906.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:12.5K

Value:$568.0K

% of Portfolio:0.1% ($568.0K/$906.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.1K

Value:$563.9K

% of Portfolio:0.1% ($563.9K/$906.4M)

NETFLIX INC

NFLX|64110L106

Shares:592

Value:$551.7K

% of Portfolio:0.1% ($551.7K/$906.4M)

464287655

IWM|464287655

Shares:2.7K

Value:$543.4K

% of Portfolio:0.1% ($543.4K/$906.4M)

American Water Works Company, Inc.

AWK|030420103

Shares:3.6K

Value:$533.3K

% of Portfolio:0.1% ($533.3K/$906.4M)

33939L803

Shares:7.1K

Value:$530.5K

% of Portfolio:0.1% ($530.5K/$906.4M)

Medtronic plc

MDT|G5960L103

Shares:5.8K

Value:$517.5K

% of Portfolio:0.1% ($517.5K/$906.4M)

ORACLE CORP

ORCL|68389X105

Shares:3.7K

Value:$514.8K

% of Portfolio:0.1% ($514.8K/$906.4M)

AMGEN INC

AMGN|031162100

Shares:1.6K

Value:$504.1K

% of Portfolio:0.1% ($504.1K/$906.4M)

67092P805

Shares:15.7K

Value:$499.1K

% of Portfolio:0.1% ($499.1K/$906.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.4K

Value:$498.2K

% of Portfolio:0.1% ($498.2K/$906.4M)

46434G103

IEMG|46434G103

Shares:9.2K

Value:$497.9K

% of Portfolio:0.1% ($497.9K/$906.4M)

81369Y605

Shares:9.9K

Value:$494.2K

% of Portfolio:0.1% ($494.2K/$906.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTEL CORP(INTCcusip458140100)	27.5K	QoQ +0.74% (+204) YoY -13.57% (-4.3K)	All Managers (Combined)	$623.8K	0.1% ($623.8K/$906.4M)	QoQ +14.11% (+$77.2K) YoY -55.56% (-$780.0K)
(VWOcusip922042858)	13.5K	QoQ +28.11% (+3.0K) YoY +0.25% (+35)	All Managers (Combined)	$613.2K	0.1% ($613.2K/$906.4M)	QoQ +31.66% (+$147.5K) YoY +8.63% (+$48.8K)
(VXFcusip922908652)	3.5K	QoQ +28.73% (+788) YoY +28.73% (+788)	All Managers (Combined)	$608.0K	0.1% ($608.0K/$906.4M)	QoQ +16.73% (+$87.2K) YoY +26.53% (+$127.5K)
(cusip46436E718)✕	5.9K	QoQ 0.00% (+0) YoY NEW(+5.9K)	All Managers (Combined)	$592.2K	0.1% ($592.2K/$906.4M)	QoQ +0.34% (+$2.1K) YoY NEW(+$592.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	8.2K	QoQ +0.72% (+59) YoY -1.18% (-98)	All Managers (Combined)	$587.7K	0.1% ($587.7K/$906.4M)	QoQ +2.94% (+$16.8K) YoY +22.39% (-$107.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.5K	QoQ -1.12% (-40) YoY -22.98% (-1.0K)	All Managers (Combined)	$583.0K	0.1% ($583.0K/$906.4M)	QoQ -16.89% (-$118.5K) YoY -6.02% (-$37.4K)
PFIZER INC(PFEcusip717081103)	22.6K	QoQ +122.81% (+12.5K) YoY +63.54% (+8.8K)	All Managers (Combined)	$573.5K	0.1% ($573.5K/$906.4M)	QoQ +112.82% (+$304.1K) YoY +49.33% (+$189.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	12.5K	QoQ +4.99% (+596) YoY -1.09% (-138)	All Managers (Combined)	$568.0K	0.1% ($568.0K/$906.4M)	QoQ +19.09% (+$91.1K) YoY +6.92% (-$36.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.1K	QoQ -1.82% (-39) YoY -6.63% (-149)	All Managers (Combined)	$563.9K	0.1% ($563.9K/$906.4M)	QoQ -11.00% (-$69.7K) YoY +10.32% (-$52.8K)
NETFLIX INC(NFLXcusip64110L106)	592	QoQ +22.31% (+108) YoY +3.13% (+18)	All Managers (Combined)	$551.7K	0.1% ($551.7K/$906.4M)	QoQ +27.85% (+$120.2K) YoY +58.29% (+$203.2K)
(IWMcusip464287655)	2.7K	QoQ -0.18% (-5) YoY -25.79% (-947)	All Managers (Combined)	$543.4K	0.1% ($543.4K/$906.4M)	QoQ -9.90% (-$59.7K) YoY -29.60% (-$228.5K)
American Water Works Company, Inc.(AWKcusip030420103)	3.6K	QoQ +0.94% (+34) YoY +2.29% (+81)	All Managers (Combined)	$533.3K	0.1% ($533.3K/$906.4M)	QoQ +19.62% (+$87.5K) YoY +23.47% (+$101.4K)
(cusip33939L803)✕	7.1K	QoQ -3.41% (-251) YoY -7.59% (-583)	All Managers (Combined)	$530.5K	0.1% ($530.5K/$906.4M)	QoQ +4.88% (-$24.7K) YoY -3.53% (-$19.4K)
Medtronic plc(MDTcusipG5960L103)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$517.5K	0.1% ($517.5K/$906.4M)	QoQ NEW(+$517.5K) YoY NEW(+$517.5K)
ORACLE CORP(ORCLcusip68389X105)	3.7K	QoQ +0.38% (-14) YoY -4.98% (-193)	All Managers (Combined)	$514.8K	0.1% ($514.8K/$906.4M)	QoQ -15.78% (-$96.5K) YoY +5.76% (-$28.1K)
AMGEN INC(AMGNcusip031162100)	1.6K	QoQ +0.55% (+9) YoY -20.05% (-406)	All Managers (Combined)	$504.1K	0.1% ($504.1K/$906.4M)	QoQ +20.20% (+$84.7K) YoY -12.40% (-$71.4K)
(cusip67092P805)✕	15.7K	QoQ -0.01% (-2) YoY -4.34% (-712)	All Managers (Combined)	$499.1K	0.1% ($499.1K/$906.4M)	QoQ +5.94% (-$28.0K) YoY -1.94% (-$9.9K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.4K	QoQ +2.53% (-85) YoY +160.66% (+2.1K)	All Managers (Combined)	$498.2K	0.1% ($498.2K/$906.4M)	QoQ -8.50% (-$46.3K) YoY +83.42% (+$226.6K)
(IEMGcusip46434G103)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$497.9K	0.1% ($497.9K/$906.4M)	QoQ NEW(+$497.9K) YoY NEW(+$497.9K)
(cusip81369Y605)✕	9.9K	QoQ +2.36% (+229) YoY +75.43% (+4.3K)	All Managers (Combined)	$494.2K	0.1% ($494.2K/$906.4M)	QoQ +5.49% (+$25.8K) YoY +107.46% (+$256.0K)