Wealth Architects, LLC Portfolio Holdings
Wealth Architects, LLC
- $846 Million
- Q1 2025
Wealth Architects, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $846 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $66.3M, Flexshares Tr Iboxx 5 Yr Targe with a value of $62M, Vanguard Ftse Developed Market with a value of $49.7M, Ishares Core S&P Sm Cap ETF with a value of $49.2M, and Apple Inc. with a value of $44.6M.
Examining the 13F form we can see an decrease of $16.9B in the current position value, from $17.8B to 846M.
Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$846 Million
ETFs: $664 Million
Technology: $76.5 Million
Financial Services: $28.7 Million
Healthcare: $16.8 Million
Communication Services: $16.7 Million
Consumer Cyclical: $9.37 Million
Industrials: $9.12 Million
Consumer Defensive: $8.82 Million
Other: $11.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 229
- Current Value $846 Million
- Prior Value $17.8 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 0 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks