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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$4 Million 0.47% of portfolio
23,917
Q1 2025 Reduced 53.04%
$69B
$1.71 Million 0.2% of portfolio
11,688
Q1 2025 Reduced 43.3%
$83.5B
$1.37 Million 0.16% of portfolio
3,157
Q1 2025 Reduced 80.55%
$34.2B
$1.06 Million 0.13% of portfolio
9,736
Q1 2025 Reduced 26.66%
$74.3B
$1.06 Million 0.12% of portfolio
6,902
Q1 2025 Reduced 46.99%
$125B
$980,000 0.12% of portfolio
3,209
Q1 2025 Reduced 73.41%
$177B
$1.02 Million 0.12% of portfolio
5,241
Q1 2025 Reduced 55.16%
$60.9B
$923,000 0.11% of portfolio
32,364
Q1 2025 Added 208.46%
$195B
$916,000 0.11% of portfolio
32,407
Q1 2025 Added 235.3%
$57.6B
$875,000 0.1% of portfolio
28,090
Q1 2025 Added 207.7%
$10.3B
$721,000 0.09% of portfolio
2,189
Q1 2025 Reduced 69.13%
$150B
$762,000 0.09% of portfolio
10,759
Q1 2025 Added 40.2%
$22.1B
$705,000 0.08% of portfolio
39,437
Q1 2025 Added 468.91%
$159B
$696,000 0.08% of portfolio
1,399
Q1 2025 Reduced 79.73%
$136B
$694,000 0.08% of portfolio
6,201
Q1 2025 Reduced 10.14%
$178B
$567,000 0.07% of portfolio
12,521
Q1 2025 Added 116.55%
$36.2B
$630,000 0.07% of portfolio
5,704
Q1 2025 Reduced 13.95%
$136B
$573,000 0.07% of portfolio
22,634
Q1 2025 Added 287.3%
$133B
$628,000 0.07% of portfolio
924
Q1 2025 Reduced 85.1%
$95.5B
$623,000 0.07% of portfolio
27,469
Q1 2025 Added 354.56%
$195B
$470,000 0.06% of portfolio
3,137
Q1 2025 Reduced 30.49%
$158B
$504,000 0.06% of portfolio
1,618
Q1 2025 Reduced 67.38%
$26B
$533,000 0.06% of portfolio
3,615
Q1 2025 Reduced 34.31%
$178B
$469,000 0.06% of portfolio
1,505
Q1 2025 Reduced 66.03%
$119B
$517,000 0.06% of portfolio
5,759
Q1 2025 Added 9.88%
$166B
$498,000 0.06% of portfolio
3,433
Q1 2025 Reduced 29.16%
$65.1B
$460,000 0.05% of portfolio
1,563
Q1 2025 Reduced 60.26%
$72.1B
$416,000 0.05% of portfolio
3,788
Q1 2025 New
$46.1B
$409,000 0.05% of portfolio
3,933
Q1 2025 Added 4.57%
$171B
$382,000 0.05% of portfolio
998
Q1 2025 Reduced 72.39%
$92.5B
$389,000 0.05% of portfolio
1,684
Q1 2025 Reduced 54.01%
$153B
$352,000 0.04% of portfolio
3,693
Q1 2025 Added 17.72%
$149B
$376,000 0.04% of portfolio
1,385
Q1 2025 Reduced 60.56%
$170B
$356,000 0.04% of portfolio
702
Q1 2025 Reduced 77.76%
$55.1B
$345,000 0.04% of portfolio
2,888
Q1 2025 Added 0.1%
$75.4B
$377,000 0.04% of portfolio
24,560
Q1 2025 Added 598.72%
$61.7B
$332,000 0.04% of portfolio
1,258
Q1 2025 Reduced 48.42%
$50.1B
$361,000 0.04% of portfolio
4,999
Q1 2025 Added 54.05%
$20B
$370,000 0.04% of portfolio
10,622
Q1 2025 Added 212.96%
$99.3B
$367,000 0.04% of portfolio
6,031
Q1 2025 Added 84.15%
$86.8B
$348,000 0.04% of portfolio
1,370
Q1 2025 Reduced 54.33%
$21.8B
$349,000 0.04% of portfolio
3,806
Q1 2025 Added 21.68%
$143B
$343,000 0.04% of portfolio
1,212
Q1 2025 Reduced 56.45%
$179B
$300,000 0.04% of portfolio
1,954
Q1 2025 Reduced 11.82%
$121B
$217,000 0.03% of portfolio
487
Q1 2025 Reduced 17.74%
$62.3B
$255,000 0.03% of portfolio
4,153
Q1 2025 Added 165.71%
$63.9B
$246,000 0.03% of portfolio
2,216
Q1 2025 Added 54.1%
$137B
$225,000 0.03% of portfolio
1,098
Q1 2025 Added 22.0%
$150B
$273,000 0.03% of portfolio
582
Q1 2025 Reduced 65.48%

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
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