Wealth Architects, LLC Reduced Holdings in Q1 2025

Wealth Architects, LLC

  • $846 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-18.7K
- 99.99%
$663000.0 - $801950.0 $12.4B - $15B
2 $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.44M
- 95.38%
$554.06 - $615.85 $1.35B - $1.5B
118K $66.3M
AAPL
Apple Inc.

Technology
-387K
- 65.82%
$209.68 - $247.1 $81M - $95.5M
201K $44.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-155K
- 84.23%
$442.66 - $534.52 $68.8M - $83.1M
29.1K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-134K
- 82.98%
$551.42 - $612.93 $73.8M - $82M
27.4K $15.3M
VIG
Vanguard Dividend Appreciation

ETFs
-391K
- 62.19%
N/A
238K $43.3M
META
Meta Platforms, Inc.

Communication Services
-106K
- 86.58%
$576.36 - $736.67 $61.3M - $78.3M
16.5K $9.5M
MSFT
Microsoft Corp

Technology
-84.7K
- 79.77%
$375.39 - $447.2 $31.8M - $37.9M
21.5K $8.07M
VV
Vanguard Large Cap ETF

ETFs
-119K
- 63.92%
$253.32 - $282.66 $30.1M - $33.6M
67.1K $17.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-243K
- 34.05%
$102.49 - $119.96 $24.9M - $29.1M
470K $49.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-101K
- 44.22%
$183.02 - $207.75 $18.5M - $21M
128K $23.8M
VB
Vanguard Small Cap ETF

ETFs
-82.9K
- 58.63%
$217.89 - $252.64 $18.1M - $20.9M
58.5K $13M
VTV
Vanguard Value ETF

ETFs
-92.9K
- 39.06%
$167.73 - $179.21 $15.6M - $16.6M
145K $25M
COST
Costco Wholesale Corp

Consumer Defensive
-15K
- 90.97%
$890.62 - $1076.86 $13.4M - $16.1M
1.49K $1.41M
UNH
Unitedhealth Group Inc

Healthcare
-26.6K
- 82.16%
$461.52 - $548.18 $12.3M - $14.6M
5.78K $3.03M
VTI
Vanguard Total Stock Market Et

ETFs
-48.4K
- 72.08%
$271.18 - $303.12 $13.1M - $14.7M
18.7K $5.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25.1K
- 83.81%
$507.05 - $563.67 $12.7M - $14.1M
4.85K $2.49M
HD
Home Depot, Inc.

Consumer Cyclical
-22.5K
- 77.23%
$347.25 - $424.87 $7.81M - $9.55M
6.63K $2.43M
JPM
Jpmorgan Chase & CO

Financial Services
-32.8K
- 70.57%
$225.19 - $279.95 $7.38M - $9.18M
13.7K $3.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-22.7K
- 72.19%
$302.31 - $337.54 $6.85M - $7.65M
8.73K $2.68M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-47.6K
- 50.62%
$120.24 - $134.3 $5.73M - $6.4M
46.5K $5.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-30.3K
- 60.26%
$190.26 - $242.06 $5.76M - $7.33M
20K $3.8M
ELV
Elevance Health, Inc.

Healthcare
-13.1K
- 80.55%
$365.9 - $436.25 $4.78M - $5.7M
3.16K $1.37M
CAT
Caterpillar Inc

Industrials
-16.7K
- 73.99%
$326.75 - $407.63 $5.47M - $6.83M
5.89K $1.94M
VT
Vanguard Total World Stk Index

ETFs
-45.3K
- 21.95%
$115.08 - $123.97 $5.22M - $5.62M
161K $18.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11.1K
- 82.03%
$468.34 - $539.52 $5.2M - $6M
2.44K $1.14M
IWV
Ishares Russell 3000 ETF

ETFs
-16K
- 74.39%
$313.1 - $349.83 $5M - $5.59M
5.5K $1.75M
NFLX
Netflix Inc

Communication Services
-5.17K
- 89.72%
$828.4 - $1058.6 $4.28M - $5.47M
592 $552K
AVGO
Broadcom Inc.

Technology
-27K
- 53.04%
$167.43 - $244.7 $4.52M - $6.61M
23.9K $4M
VUG
Vanguard Growth ETF

ETFs
-10.9K
- 77.09%
$369.1 - $427.61 $4.03M - $4.67M
3.25K $1.2M
INTU
Intuit Inc

Technology
-5.9K
- 83.01%
$555.63 - $630.23 $3.28M - $3.72M
1.21K $741K
KLAC
Kla Corp

Technology
-5.28K
- 85.1%
$636.62 - $777.63 $3.36M - $4.1M
924 $628K
MA
Mastercard Inc

Financial Services
-6.27K
- 81.52%
$504.67 - $576.31 $3.17M - $3.61M
1.42K $779K
V
Visa Inc.

Financial Services
-9.54K
- 76.18%
$306.92 - $362.71 $2.93M - $3.46M
2.98K $1.05M
TSLA
Tesla, Inc.

Consumer Cyclical
-10.7K
- 64.59%
$222.15 - $428.22 $2.37M - $4.57M
5.84K $1.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5.5K
- 79.73%
$497.6 - $606.74 $2.74M - $3.34M
1.4K $696K
ADP
Automatic Data Processing Inc

Industrials
-8.86K
- 73.41%
$286.85 - $318.64 $2.54M - $2.82M
3.21K $980K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-26.4K
- 20.73%
$96.3 - $112.23 $2.55M - $2.97M
101K $9.86M
MCD
Mcdonalds Corp

Consumer Cyclical
-7.98K
- 72.68%
$279.74 - $321.29 $2.23M - $2.56M
3K $937K
VO
Vanguard Mid Cap ETF

ETFs
-9.25K
- 67.61%
$251.87 - $277.95 $2.33M - $2.57M
4.43K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
-14K
- 50.92%
$158.56 - $176.26 $2.22M - $2.47M
13.5K $2.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.4K
- 73.32%
$360.07 - $417.26 $2.31M - $2.67M
2.33K $840K
GOOG
Alphabet Inc.

Communication Services
-14.3K
- 46.86%
$156.06 - $207.71 $2.23M - $2.97M
16.2K $2.54M
XLK
Technology Sector Spdr

ETFs
-9.26K
- 59.11%
$206.38 - $242.18 $1.91M - $2.24M
6.41K $1.32M
IWN
Ishares Russell2000 Val ETF

ETFs
-12.4K
- 45.12%
$149.27 - $169.4 $1.85M - $2.1M
15.1K $2.27M
IBM
International Business Machines Corp

Technology
-7K
- 65.04%
$217.4 - $264.74 $1.52M - $1.85M
3.76K $935K
NVDA
Nvidia Corp

Technology
-15.3K
- 33.12%
$106.98 - $149.43 $1.64M - $2.29M
30.9K $3.35M
GOOGL
Alphabet Inc.

Communication Services
-10.7K
- 45.01%
$154.33 - $206.19 $1.65M - $2.2M
13K $2.01M
MOH
Molina Healthcare, Inc.

Healthcare
-4.9K
- 69.13%
$266.57 - $333.27 $1.31M - $1.63M
2.19K $721K
Activity Summary
Buys All Purchases 110 New Holdings 0 Increased Positions 110 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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