Wealth Architects, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 229Value: $906.4MLatest: 2025Q1

Wealth Architects, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 229 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 12

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464287200

IVV|464287200

Shares:118.1K

Value:$66.3M

% of Portfolio:7.3% ($66.3M/$906.4M)

33939L605

Shares:2.6M

Value:$62.0M

% of Portfolio:6.8% ($62.0M/$906.4M)

921943858

VEA|921943858

Shares:978.3K

Value:$49.7M

% of Portfolio:5.5% ($49.7M/$906.4M)

464287804

IJR|464287804

Shares:470.2K

Value:$49.2M

% of Portfolio:5.4% ($49.2M/$906.4M)

921908844

VIG|921908844

Shares:237.8K

Value:$46.1M

% of Portfolio:5.1% ($46.1M/$906.4M)

Apple Inc.

AAPL|037833100

Shares:200.7K

Value:$44.6M

% of Portfolio:4.9% ($44.6M/$906.4M)

78463X855

Shares:628.8K

Value:$39.0M

% of Portfolio:4.3% ($39.0M/$906.4M)

25434V807

Shares:753.5K

Value:$29.7M

% of Portfolio:3.3% ($29.7M/$906.4M)

25434V724

Shares:712.9K

Value:$29.4M

% of Portfolio:3.2% ($29.4M/$906.4M)

922908744

VTV|922908744

Shares:144.9K

Value:$25.0M

% of Portfolio:2.8% ($25.0M/$906.4M)

922908611

VBR|922908611

Shares:127.6K

Value:$23.8M

% of Portfolio:2.6% ($23.8M/$906.4M)

LAM RESEARCH CORP

LRCX|512807306

Shares:264.3K

Value:$19.2M

% of Portfolio:2.1% ($19.2M/$906.4M)

922042742

VT|922042742

Shares:161.2K

Value:$18.7M

% of Portfolio:2.1% ($18.7M/$906.4M)

025072877

Shares:206.5K

Value:$18.0M

% of Portfolio:2.0% ($18.0M/$906.4M)

25434V666

Shares:587.3K

Value:$18.0M

% of Portfolio:2.0% ($18.0M/$906.4M)

46432F842

IEFA|46432F842

Shares:228.7K

Value:$17.3M

% of Portfolio:1.9% ($17.3M/$906.4M)

922908637

VV|922908637

Shares:67.1K

Value:$17.3M

% of Portfolio:1.9% ($17.3M/$906.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:29.1K

Value:$15.5M

% of Portfolio:1.7% ($15.5M/$906.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:27.4K

Value:$15.3M

% of Portfolio:1.7% ($15.3M/$906.4M)

025072802

Shares:200.0K

Value:$13.9M

% of Portfolio:1.5% ($13.9M/$906.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	118.1K	QoQ -4.05% (-5.0K) YoY -6.37% (-8.0K)	All Managers (Combined)	$66.3M	7.3% ($66.3M/$906.4M)	QoQ -8.41% (-$6.1M) YoY +0.07% (-$46.7K)
(cusip33939L605)✕	2.6M	QoQ +1.68% (+42.3K) YoY +16.87% (+369.3K)	All Managers (Combined)	$62.0M	6.8% ($62.0M/$906.4M)	QoQ +6.00% (+$3.5M) YoY +19.83% (+$10.3M)
(VEAcusip921943858)	978.3K	QoQ +1.55% (+15.0K) YoY +15.54% (+131.6K)	All Managers (Combined)	$49.7M	5.5% ($49.7M/$906.4M)	QoQ +7.94% (+$3.7M) YoY +17.06% (+$7.2M)
(IJRcusip464287804)	470.2K	QoQ -1.20% (-5.7K) YoY +10.41% (+44.4K)	All Managers (Combined)	$49.2M	5.4% ($49.2M/$906.4M)	QoQ -10.33% (-$5.7M) YoY +4.47% (+$2.1M)
(VIGcusip921908844)	237.8K	QoQ -3.33% (-8.2K) YoY +2.79% (+6.5K)	All Managers (Combined)	$46.1M	5.1% ($46.1M/$906.4M)	QoQ -4.24% (-$2.0M) YoY +9.19% (+$3.9M)
Apple Inc.(AAPLcusip037833100)	200.7K	QoQ +14.44% (+25.3K) YoY +60.42% (+75.6K)	All Managers (Combined)	$44.6M	4.9% ($44.6M/$906.4M)	QoQ +1.51% (+$666.2K) YoY +107.80% (+$23.1M)
(cusip78463X855)✕	628.8K	QoQ +0.51% (+3.2K) YoY +10.78% (+61.2K)	All Managers (Combined)	$39.0M	4.3% ($39.0M/$906.4M)	QoQ +5.32% (+$2.0M) YoY +26.84% (+$8.3M)
(cusip25434V807)✕	753.5K	QoQ +1.65% (+12.3K) YoY +18.46% (+117.5K)	All Managers (Combined)	$29.7M	3.3% ($29.7M/$906.4M)	QoQ +12.77% (+$3.4M) YoY +26.88% (+$6.3M)
(cusip25434V724)✕	712.9K	QoQ +3.42% (+23.6K) YoY -2.00% (-14.6K)	All Managers (Combined)	$29.4M	3.2% ($29.4M/$906.4M)	QoQ +4.15% (+$1.2M) YoY -1.26% (-$376.6K)
(VTVcusip922908744)	144.9K	QoQ -4.03% (-6.1K) YoY -7.05% (-11.0K)	All Managers (Combined)	$25.0M	2.8% ($25.0M/$906.4M)	QoQ -2.08% (-$532.8K) YoY -1.41% (-$358.4K)
(VBRcusip922908611)	127.6K	QoQ -1.55% (-2.0K) YoY -4.26% (-5.7K)	All Managers (Combined)	$23.8M	2.6% ($23.8M/$906.4M)	QoQ -7.46% (-$1.9M) YoY -7.05% (-$1.8M)
LAM RESEARCH CORP(LRCXcusip512807306)	264.3K	QoQ -0.17% (-458) YoY NEW(+264.3K)	All Managers (Combined)	$19.2M	2.1% ($19.2M/$906.4M)	QoQ +0.47% (-$91.2K) YoY NEW(+$19.2M)
(VTcusip922042742)	161.2K	QoQ +0.41% (-669) YoY +0.77% (+1.2K)	All Managers (Combined)	$18.7M	2.1% ($18.7M/$906.4M)	QoQ -0.89% (-$168.0K) YoY +5.74% (+$1.0M)
(cusip025072877)✕	206.5K	QoQ -4.33% (-9.4K) YoY +30.36% (+48.1K)	All Managers (Combined)	$18.0M	2.0% ($18.0M/$906.4M)	QoQ -13.60% (-$2.8M) YoY +21.26% (+$3.2M)
(cusip25434V666)✕	587.3K	QoQ +0.90% (+5.3K) YoY +54.71% (+207.7K)	All Managers (Combined)	$18.0M	2.0% ($18.0M/$906.4M)	QoQ +2.71% (+$475.0K) YoY +57.70% (+$6.6M)
(IEFAcusip46432F842)	228.7K	QoQ -1.78% (-4.2K) YoY -5.56% (-13.5K)	All Managers (Combined)	$17.3M	1.9% ($17.3M/$906.4M)	QoQ +5.71% (-$935.7K) YoY -3.74% (-$672.7K)
(VVcusip922908637)	67.1K	QoQ -1.22% (-832) YoY -10.84% (-8.2K)	All Managers (Combined)	$17.3M	1.9% ($17.3M/$906.4M)	QoQ -5.86% (-$1.1M) YoY -4.41% (-$797.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	29.1K	QoQ +9.40% (+2.5K) YoY +9.77% (+2.6K)	All Managers (Combined)	$15.5M	1.7% ($15.5M/$906.4M)	QoQ +28.53% (+$3.4M) YoY +39.02% (+$4.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	27.4K	QoQ +1.49% (-404) YoY -1.46% (-409)	All Managers (Combined)	$15.3M	1.7% ($15.3M/$906.4M)	QoQ -3.12% (-$495.4K) YoY +5.37% (-$782.5K)
(cusip025072802)✕	200.0K	QoQ +3.55% (+6.9K) YoY +42.39% (+59.6K)	All Managers (Combined)	$13.9M	1.5% ($13.9M/$906.4M)	QoQ +10.96% (+$1.4M) YoY +50.78% (+$4.7M)