Wealth Architects, LLC Incresed Positions in Q2 2025

Wealth Architects, LLC

  • $906 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
195
+ 14.15%
N/A
1.57K $291K
NKE
Nike, Inc.

Consumer Cyclical
84
+ 2.28%
$53.27 - $72.04 $4.47K - $6.05K
3.77K $267K
IEMG
Ishares Inc

ETFs
598
+ 6.48%
N/A
9.82K $526K
ADP
Automatic Data Processing Inc

Industrials
72
+ 2.24%
$276.76 - $326.81 $19.9K - $23.5K
3.28K $1.01M
BX
Blackstone Inc.

Financial Services
80
+ 4.98%
$120.07 - $151.11 $9.61K - $12.1K
1.69K $252K
QCOM
Qualcomm Inc

Technology
76
+ 3.89%
$124.66 - $159.48 $9.47K - $12.1K
2.03K $323K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 1.85%
$919.93 - $1101.66 $3.68K - $4.41K
220 $228K
MMM
3 M CO

Industrials
20
+ 1.16%
$126.09 - $154.15 $2.52K - $3.08K
1.75K $266K
CRM
Salesforce, Inc.

Technology
30
+ 2.48%
$236.26 - $291.15 $7.09K - $8.73K
1.24K $338K
UMC
United Microelectronics Corp

Technology
16
+ 0.11%
$6.12 - $8.32 $97.9 - $133
15K $114K
Dimensional ETF Trust
19.8K
+ 9.81%
N/A
222K $0
J P Morgan Exchange Traded F
1.47K
+ 7.93%
N/A
20K $0
DFSU
Dimensional ETF Tr Dimen Us Su
59.2K
+ 41.88%
N/A
201K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
20.9K
+ 17.29%
N/A
142K $0
DFSI
Dimensional ETF Tr Dimen Intl
17.3K
+ 18.4%
N/A
111K $0
UNP
Union Pacific Corp

Industrials
20
+ 2.23%
$208.27 - $238.46 $4.17K - $4.77K
918 $211K
TGT
Target Corp

Consumer Defensive
82
+ 3.51%
$88.76 - $105.77 $7.28K - $8.67K
2.42K $238K
MO
Altria Group, Inc.

Consumer Defensive
7
+ 0.07%
$55.56 - $60.91 $389 - $426
10.5K $615K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.32%
$248.61 - $294.96 $1.24K - $1.47K
1.57K $442K
CWT
California Water Service Group

Utilities
47
+ 0.68%
$44.67 - $51.36 $2.1K - $2.41K
6.95K $315K
AWK
American Water Works Company, Inc.

Utilities
51
+ 1.41%
$133.82 - $151.96 $6.82K - $7.75K
3.67K $509K
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 0.05%
$290.25 - $353.24 $290 - $353
2.19K $652K
BMY
Bristol Myers Squibb CO

Healthcare
146
+ 2.42%
$44.12 - $59.6 $6.44K - $8.7K
6.18K $285K
ABBV
Abb Vie Inc.

Healthcare
83
+ 1.8%
$170.16 - $206.27 $14.1K - $17.1K
4.69K $871K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.26%
$157.66 - $172.39 $5.52K - $6.03K
13.5K $2.15M
UNH
Unitedhealth Group Inc

Healthcare
205
+ 3.55%
$274.35 - $599.47 $56.2K - $123K
5.99K $1.87M
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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