Wealth Architects, LLC Reduced Holdings in Q2 2025

Wealth Architects, LLC

  • $906 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-42
- 2.95%
$479.92 - $590.74 $20.2K - $24.8K
1.38K $775K
SO
Southern CO

Utilities
-31
- 1.3%
$84.91 - $92.56 $2.63K - $2.87K
2.35K $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-94
- 3.72%
$114.78 - $133.31 $10.8K - $12.5K
2.44K $324K
CMA
Comerica Inc

Financial Services
-54
- 1.2%
$50.42 - $59.65 $2.72K - $3.22K
4.46K $265K
SONY
Sony Group Corp

Technology
-212
- 2.34%
$21.24 - $26.88 $4.5K - $5.7K
8.87K $230K
Lam Research Corp
-989
- 0.37%
N/A
263K $0
LMT
Lockheed Martin Corp

Industrials
-17
- 3.49%
$430.82 - $486.45 $7.32K - $8.27K
470 $217K
Dimensional ETF Trust
-11.7K
- 2.0%
N/A
576K $0
Blackrock Inc
-25
- 2.43%
N/A
1K $0
TRV
Travelers Companies, Inc.

Financial Services
-16
- 1.27%
$233.83 - $276.34 $3.74K - $4.42K
1.24K $332K
Astera Labs Inc
-7
- 0.12%
N/A
5.76K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-175
- 4.98%
$51.16 - $62.02 $8.95K - $10.9K
3.34K $207K
AMT
American Tower Corp

Real Estate
-1
- 0.1%
$203.96 - $228.19 $204 - $228
965 $213K
SPGI
S&P Global Inc.

Financial Services
-21
- 2.99%
$438.31 - $527.29 $9.2K - $11.1K
681 $359K
V
Visa Inc.

Financial Services
-28
- 0.94%
$308.27 - $373.31 $8.63K - $10.5K
2.96K $1.05M
CDNS
Cadence Design Systems Inc

Technology
-221
- 16.13%
$231.64 - $323.08 $51.2K - $71.4K
1.15K $354K
QUAD
Quad/Graphics, Inc.

Industrials
-2
- -0.0%
$4.75 - $6.01 $9.5 - $12
50.2K $283K
SYK
Stryker Corp

Healthcare
-3
- 0.51%
$337.37 - $395.63 $1.01K - $1.19K
583 $230K
EW
Edwards Lifesciences Corp

Healthcare
-5
- 0.18%
$67.07 - $78.22 $335 - $391
2.83K $221K
ACWI
Ishares Msci Acwi ETF

ETFs
-552
- 7.17%
$103.59 - $128.6 $57.2K - $71K
7.14K $918K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.13%
$468.22 - $566.51 $468 - $567
763 $432K
IMO
Imperial Oil LTD

Energy
-70
- 1.4%
$60.22 - $81.91 $4.22K - $5.73K
4.93K $391K
MPC
Marathon Petroleum Corp

Energy
-2
- 0.12%
$118.55 - $170.08 $237 - $340
1.71K $284K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-180
- 1.45%
$9.99 - $16.97 $1.8K - $3.05K
12.3K $193K
MGRC
Mcgrath Rentcorp

Industrials
-14
- 0.17%
$101.45 - $118.14 $1.42K - $1.65K
8.4K $974K
WFC
Wells Fargo & Company

Financial Services
-361
- 4.41%
$60.98 - $80.12 $22K - $28.9K
7.83K $626K
TOLZ
Dj Brookfield Global

ETFs
-590
- 0.97%
$48.57 - $54.85 $28.7K - $32.4K
60.3K $3.24M
TLTE
Flexshares Tr Morningstar Emer

ETFs
-879
- 5.73%
$46.89 - $58.63 $41.2K - $51.5K
14.5K $847K
ELP
Energy CO Of Parana

Utilities
-282
- 1.15%
$7.01 - $9.24 $1.98K - $2.61K
24.3K $222K
VEU
Vanguard Ftse All World Ex Us

ETFs
-800
- 5.3%
$54.19 - $67.22 $43.4K - $53.8K
14.3K $961K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.4K
- 12.01%
$167.32 - $223.3 $401K - $535K
17.6K $3.85M
NUDM
Nuveen Esg International Devel

ETFs
-1
- 0.01%
$28.66 - $35.49 $28.7 - $35.5
15.7K $556K
FSLR
First Solar, Inc.

Technology
-22
- 1.27%
$120.38 - $192.98 $2.65K - $4.25K
1.71K $282K
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 6.77%
$53.19 - $69.38 $85.3K - $111K
22.1K $1.53M
BCS
Barclays PLC

Financial Services
-301
- 1.23%
$12.69 - $18.61 $3.82K - $5.6K
24.3K $450K
MU
Micron Technology Inc

Technology
-125
- 5.13%
$64.72 - $127.91 $8.09K - $16K
2.31K $285K
GE
General Electric CO

Industrials
-6
- 0.33%
$166.81 - $257.39 $1K - $1.54K
1.8K $462K
ETN
Eaton Corp PLC

Industrials
-4
- 0.29%
$246.52 - $356.99 $986 - $1.43K
1.38K $493K
AMD
Advanced Micro Devices Inc

Technology
-3.27K
- 21.59%
$78.21 - $143.81 $256K - $470K
11.9K $1.68M
AMAT
Applied Materials Inc

Technology
-1
- 0.03%
$126.95 - $183.52 $127 - $184
3.43K $628K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-38
- 1.63%
$320.42 - $424.58 $12.2K - $16.1K
2.29K $972K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-177
- 0.51%
$30.87 - $39.17 $5.46K - $6.93K
34.8K $1.36M
IGF
Ishares Global Infrastructure

ETFs
-632
- 1.56%
$50.55 - $59.83 $31.9K - $37.8K
39.9K $2.36M
IBM
International Business Machines Corp

Technology
-12
- 0.32%
$221.03 - $294.78 $2.65K - $3.54K
3.75K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 0.52%
$149.23 - $184.95 $5.97K - $7.4K
7.63K $1.39M
IWV
Ishares Russell 3000 ETF

ETFs
-8
- 0.15%
$281.67 - $351.0 $2.25K - $2.81K
5.5K $1.93M
WMT
Walmart Inc.

Consumer Defensive
-64
- 0.34%
$81.79 - $99.98 $5.23K - $6.4K
18.8K $1.83M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-138
- 0.45%
$32.41 - $42.59 $4.47K - $5.88K
30.4K $1.29M
INTU
Intuit Inc

Technology
-8
- 0.66%
$544.07 - $787.63 $4.35K - $6.3K
1.2K $945K
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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