Wealth Architects, LLC Reduced Holdings in Q3 2025

Wealth Architects, LLC

  • $963 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-5.7K
- 2.28%
N/A
244K $44.5M
META
Meta Platforms, Inc.

Communication Services
-378
- 2.4%
$695.21 - $791.73 $263K - $299K
15.4K $11.3M
SNOW
Snowflake Inc.

Technology
-1.2K
- 13.56%
$191.73 - $241.0 $229K - $288K
7.62K $1.72M
ELV
Elevance Health, Inc.

Healthcare
-53
- 1.69%
$274.66 - $395.76 $14.6K - $21K
3.09K $998K
INTU
Intuit Inc

Technology
-129
- 10.75%
$646.03 - $807.39 $83.3K - $104K
1.07K $731K
ACN
Accenture PLC

Technology
-126
- 4.86%
$232.56 - $304.78 $29.3K - $38.4K
2.47K $607K
PM
Philip Morris International Inc.

Consumer Defensive
-9
- 0.12%
$157.77 - $183.27 $1.42K - $1.65K
7.63K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.86%
$915.95 - $994.57 $11K - $11.9K
1.38K $1.27M
PG
Procter & Gamble CO

Consumer Defensive
-68
- 0.5%
$150.47 - $161.22 $10.2K - $11K
13.5K $2.07M
NFLX
Netflix Inc

Communication Services
-4
- 0.7%
$1147.87 - $1297.18 $4.59K - $5.19K
567 $679K
PANW
Palo Alto Networks Inc

Technology
-325
- 22.23%
$167.06 - $208.19 $54.3K - $67.7K
1.14K $231K
NFRA
Flexshares Stoxx Global Broad

ETFs
-1.86K
- 3.3%
$60.61 - $63.45 $112K - $118K
54.5K $3.43M
CRM
Salesforce, Inc.

Technology
-53
- 4.27%
$231.66 - $273.65 $12.3K - $14.5K
1.19K $281K
V
Visa Inc.

Financial Services
-20
- 0.68%
$332.09 - $358.86 $6.64K - $7.18K
2.94K $1M
CMCSA
Comcast Corp

Communication Services
-155
- 2.04%
$31.41 - $36.33 $4.87K - $5.63K
7.44K $233K
DIS
Walt Disney CO

Communication Services
-11
- 0.3%
$112.25 - $124.0 $1.23K - $1.36K
3.66K $419K
ABT
Abbott Laboratories

Healthcare
-165
- 2.67%
$120.51 - $136.62 $19.9K - $22.5K
6.02K $806K
TGT
Target Corp

Consumer Defensive
-143
- 5.91%
$86.56 - $107.43 $12.4K - $15.4K
2.28K $204K
SHOP
Shopify Inc.

Technology
-1.02K
- 27.61%
$112.11 - $157.12 $115K - $161K
2.68K $398K
PGR
Progressive Corp

Financial Services
-1
- 0.08%
$238.61 - $264.3 $239 - $264
1.19K $294K
BMY
Bristol Myers Squibb CO

Healthcare
-304
- 4.92%
$43.31 - $48.98 $13.2K - $14.9K
5.87K $264K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-38
- 1.07%
$60.9 - $70.75 $2.31K - $2.69K
3.52K $220K
AVLV
American Centy ETF Tr Avantis
-1K
- 7.56%
$68.33 - $72.69 $68.5K - $72.9K
12.3K $886K
SYK
Stryker Corp

Healthcare
-7
- 1.2%
$368.57 - $403.53 $2.58K - $2.82K
576 $212K
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 0.38%
$265.78 - $299.3 $1.59K - $1.8K
1.56K $425K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-913
- 3.48%
$459.11 - $506.91 $419K - $463K
25.3K $12.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
-3
- 0.45%
$284.17 - $319.49 $853 - $958
671 $207K
UNP
Union Pacific Corp

Industrials
-51
- 5.56%
$214.91 - $237.16 $11K - $12.1K
867 $204K
TXN
Texas Instruments Inc

Technology
-22
- 0.46%
N/A
4.8K $934K
ED
Consolidated Edison Inc

Utilities
-55
- 0.97%
$95.57 - $105.36 $5.26K - $5.79K
5.63K $565K
GILD
Gilead Sciences, Inc.

Healthcare
-29
- 0.47%
$108.22 - $120.47 $3.14K - $3.49K
6.12K $678K
IGF
Ishares Global Infrastructure

ETFs
-1.29K
- 3.24%
$58.29 - $61.43 $75.3K - $79.3K
38.6K $2.36M
LMT
Lockheed Martin Corp

Industrials
-37
- 7.87%
$410.74 - $499.21 $15.2K - $18.5K
433 $216K
Astera Labs Inc
-657
- 11.41%
N/A
5.1K $0
Ge Vernova Inc
-34
- 6.87%
N/A
461 $0
DFSU
Dimensional ETF Tr Dimen Us Su
-8.56K
- 4.27%
N/A
192K $0
AMZN
Amazon Com Inc

Consumer Cyclical
-13
- 0.07%
$211.65 - $238.24 $2.75K - $3.1K
17.6K $3.85M
AMGN
Amgen Inc

Healthcare
-10
- 0.65%
$271.18 - $309.22 $2.71K - $3.09K
1.52K $428K
MMM
3 M CO

Industrials
-8
- 0.46%
$144.41 - $160.2 $1.16K - $1.28K
1.74K $270K
MA
Mastercard Inc

Financial Services
-2
- 0.14%
$550.18 - $598.96 $1.1K - $1.2K
1.38K $783K
QCOM
Qualcomm Inc

Technology
-38
- 1.87%
$145.84 - $173.55 $5.54K - $6.59K
1.99K $331K
VGT
Vanguard Information Technolog

ETFs
-37
- 8.83%
$656.44 - $753.15 $24.3K - $27.9K
382 $285K
ELP
Energy CO Of Parana

Utilities
-580
- 2.38%
$8.34 - $9.9 $4.84K - $5.74K
23.7K $232K
PEP
Pepsico Inc

Consumer Defensive
-58
- 2.52%
$133.81 - $152.16 $7.76K - $8.83K
2.24K $314K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-91
- 1.86%
$87.29 - $93.61 $7.94K - $8.52K
4.81K $449K
TOLZ
Dj Brookfield Global

ETFs
-69
- 0.11%
$52.67 - $54.58 $3.63K - $3.77K
60.2K $3.26M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-173
- 2.78%
$82.72 - $89.22 $14.3K - $15.4K
6.05K $537K
TILT
Flexshares Tr

ETFs
-49
- 2.91%
$224.75 - $242.86 $11K - $11.9K
1.64K $396K
ACWI
Ishares Msci Acwi ETF

ETFs
-326
- 4.56%
$128.32 - $138.41 $41.8K - $45.1K
6.82K $942K
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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