Wealth Architects, LLC Reduced Holdings in Q2 2025

Wealth Architects, LLC

  • $906 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-13.1K
- 6.5%
$172.42 - $223.89 $2.25M - $2.92M
188K $38.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.9K
- 9.95%
$483.48 - $539.8 $1.4M - $1.56M
26.2K $12.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.61K
- 64.25%
$272.36 - $339.57 $1.53M - $1.9M
3.12K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-42.5K
- 22.85%
$20.42 - $25.3 $868K - $1.08M
144K $3.63M
T
At&T Inc.

Communication Services
-20.4K
- 63.09%
$26.33 - $28.94 $538K - $592K
12K $346K
NEE
Nextera Energy Inc

Utilities
-6.14K
- 57.07%
$64.11 - $75.0 $394K - $461K
4.62K $320K
JNJ
Johnson & Johnson

Healthcare
-1.94K
- 20.11%
$146.36 - $159.82 $285K - $311K
7.72K $1.18M
RTX
Raytheon Technologies Corp

Industrials
-3.27K
- 27.53%
$113.75 - $148.48 $372K - $486K
8.61K $1.26M
MRK
Merck & Co., Inc.

Healthcare
-992
- 7.0%
$73.47 - $87.12 $72.9K - $86.4K
13.2K $1.04M
LLY
Eli Lilly & CO

Healthcare
-122
- 4.25%
$713.71 - $898.95 $87.1K - $110K
2.75K $2.14M
VUG
Vanguard Growth ETF

ETFs
-967
- 29.8%
$329.49 - $438.4 $319K - $424K
2.28K $998K
XOM
Exxon Mobil Corp

Energy
-67
- 0.39%
$99.93 - $119.04 $6.7K - $7.98K
17.1K $1.85M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.28K
- 27.21%
$152.93 - $181.74 $196K - $232K
3.42K $621K
PEP
Pepsico Inc

Consumer Defensive
-837
- 26.68%
$128.02 - $151.37 $107K - $127K
2.3K $303K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.35K
- 4.38%
$72.02 - $73.82 $169K - $173K
51.2K $3.77M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.07K
- 34.58%
$73.19 - $85.21 $151K - $176K
3.91K $333K
ELV
Elevance Health, Inc.

Healthcare
-14
- 0.44%
$372.27 - $452.69 $5.21K - $6.34K
3.14K $1.22M
CVX
Chevron Corp

Energy
-63
- 1.15%
$133.73 - $168.51 $8.42K - $10.6K
5.44K $778K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.56K
- 36.04%
$47.89 - $48.65 $123K - $125K
4.55K $221K
TXN
Texas Instruments Inc

Technology
-419
- 7.99%
N/A
4.82K $938K
AMGN
Amgen Inc

Healthcare
-90
- 5.56%
$262.28 - $309.85 $23.6K - $27.9K
1.53K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.07%
$285.55 - $321.23 $571 - $642
3K $875K
ED
Consolidated Edison Inc

Utilities
-24
- 0.42%
$98.05 - $113.3 $2.35K - $2.72K
5.68K $569K
WEC
Wec Energy Group, Inc.

Utilities
-44
- 0.45%
$102.24 - $109.76 $4.5K - $4.83K
9.69K $1.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.21K
- 14.88%
$55.54 - $69.09 $123K - $152K
12.6K $871K
L
Loews Corp

Financial Services
-419
- 11.01%
$80.89 - $92.09 $33.9K - $38.6K
3.39K $310K
INTC
Intel Corp

Technology
-1.39K
- 5.07%
$18.13 - $22.69 $25.3K - $31.6K
26.1K $584K
VZ
Verizon Communications Inc

Communication Services
-239
- 1.91%
$41.67 - $45.62 $9.96K - $10.9K
12.3K $531K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 6.72%
$908.13 - $1056.85 $90.8K - $106K
1.39K $1.37M
VO
Vanguard Mid Cap ETF

ETFs
-452
- 10.2%
$228.54 - $279.83 $103K - $126K
3.98K $1.11M
KMI
Kinder Morgan, Inc.

Energy
-2.05K
- 6.34%
$25.21 - $29.4 $51.7K - $60.3K
30.3K $891K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-557
- 5.77%
$24.32 - $27.87 $13.5K - $15.5K
9.1K $241K
CTO
Cto Realty Growth, Inc.

Real Estate
-56
- 0.49%
$16.86 - $19.44 $944 - $1.09K
11.4K $196K
PGR
Progressive Corp

Financial Services
-19
- 1.57%
$255.27 - $288.74 $4.85K - $5.49K
1.19K $318K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 0.94%
$335.24 - $380.78 $20.8K - $23.6K
6.57K $2.41M
CMCSA
Comcast Corp

Communication Services
-318
- 4.02%
$32.84 - $36.72 $10.4K - $11.7K
7.59K $270K
DHR
Danaher Corp

Healthcare
-56
- 5.1%
$174.64 - $205.16 $9.78K - $11.5K
1.04K $205K
AJG
Arthur J. Gallagher & Co.

Financial Services
-4
- 0.59%
$310.86 - $348.77 $1.24K - $1.4K
674 $215K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-347
- 2.1%
$12.96 - $17.99 $4.5K - $6.24K
16.2K $225K
AFL
Aflac Inc

Financial Services
-44
- 1.99%
$99.77 - $112.45 $4.39K - $4.95K
2.17K $229K
AVUV
American Centy ETF Tr Avantis

ETFs
-9.1K
- 4.41%
$75.17 - $91.21 $684K - $830K
197K $18M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.09K
- 15.22%
$32.66 - $40.75 $35.7K - $44.6K
6.09K $246K
GILD
Gilead Sciences, Inc.

Healthcare
-57
- 0.92%
$96.91 - $113.0 $5.52K - $6.44K
6.14K $681K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-394
- 12.6%
$101.97 - $126.75 $40.2K - $49.9K
2.73K $346K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-866
- 12.21%
$66.99 - $83.47 $58K - $72.3K
6.23K $519K
ETR
Entergy Corp

Utilities
-63
- 2.26%
$79.01 - $86.61 $4.98K - $5.46K
2.72K $226K
WM
Waste Management Inc

Industrials
-25
- 1.48%
$216.47 - $242.1 $5.41K - $6.05K
1.66K $379K
KO
Coca Cola CO

Consumer Defensive
-12
- 0.2%
$68.37 - $73.9 $820 - $887
6.03K $426K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-59
- 1.63%
$63.54 - $68.5 $3.75K - $4.04K
3.56K $240K
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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