Wealth Architects, LLC Purchases and Sells in Q2 2025

Wealth Architects, LLC

$906 Million
Q2 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	948 + 0.8%	$498.8 - $620.9 $473K - $589K	119K $73.9M
IJR	17.4K + 3.7%	$90.56 - $109.49 $1.58M - $1.91M	488K $53.3M
GII	181 + 0.03%	$57.32 - $67.33 $10.4K - $12.2K	629K $42.3M
TDTF	147K + 5.74%	$23.58 - $24.2 $3.46M - $3.55M	2.7M $65.1M
VV	3.1K + 4.62%	$228.25 - $285.3 $708K - $885K	70.2K $20M
IEFA	10.4K + 4.54%	$67.83 - $84.09 $704K - $873K	239K $20M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COOP	1.61K New	$107.26 - $155.96 $172K - $250K	1.61K $239K
GLW	4.21K New	$39.07 - $52.59 $165K - $221K	4.21K $221K
HON	943 New	$182.86 - $232.88 $172K - $220K	943 $219K
FDX	950 New	$198.07 - $245.17 $188K - $233K	950 $215K
GS	298 New	$462.22 - $707.75 $138K - $211K	298 $210K
IWO	726 New	$224.16 - $285.86 $163K - $208K	726 $207K

Top Sells

Reduced Positions

118 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-13.1K - 6.5%	$172.42 - $223.89 $2.25M - $2.92M	188K $38.5M
BRK-B	-2.9K - 9.95%	$483.48 - $539.8 $1.4M - $1.56M	26.2K $12.7M
IWB	-5.61K - 64.25%	$272.36 - $339.57 $1.53M - $1.9M	3.12K $1.06M
SCHA	-42.5K - 22.85%	$20.42 - $25.3 $868K - $1.08M	144K $3.63M
T	-20.4K - 63.09%	$26.33 - $28.94 $538K - $592K	12K $346K
NEE	-6.14K - 57.07%	$64.11 - $75.0 $394K - $461K	4.62K $320K

Activity Summary All Purchases 88 New Holdings 11 Increased Positions 77 All Sells 118 Reductions 118 Sold out 0 Calls 0 Puts 0

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