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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.33 Million 0.28% of portfolio
35,300
Q1 2025 Added 25.67%
$364B
$2.3 Million 0.27% of portfolio
13,483
Q1 2025 Reduced 50.92%
$0
$2.27 Million 0.27% of portfolio
15,055
Q1 2025 Reduced 45.12%
$0
$2.22 Million 0.26% of portfolio
40,528
Q1 2025 Added 65.02%
$475B
$2.04 Million 0.24% of portfolio
17,193
Q1 2025 Reduced 28.11%
$1.07T
$2.01 Million 0.24% of portfolio
13,021
Q1 2025 Reduced 45.01%
$214B
$1.94 Million 0.23% of portfolio
5,888
Q1 2025 Reduced 73.99%
$0
$1.75 Million 0.21% of portfolio
5,503
Q1 2025 Reduced 74.39%
$260B
$1.65 Million 0.2% of portfolio
18,821
Q1 2025 Reduced 5.73%
$68.3B
$1.71 Million 0.2% of portfolio
11,688
Q1 2025 Reduced 43.3%
$410B
$1.6 Million 0.19% of portfolio
9,665
Q1 2025 Reduced 48.65%
$219B
$1.57 Million 0.19% of portfolio
11,886
Q1 2025 Reduced 35.92%
$427B
$1.6 Million 0.19% of portfolio
2
Q1 2025 Reduced 99.99%
$236B
$1.56 Million 0.18% of portfolio
15,139
Q1 2025 Reduced 11.95%
$1T
$1.51 Million 0.18% of portfolio
5,844
Q1 2025 Reduced 64.59%
$278B
$1.46 Million 0.17% of portfolio
23,680
Q1 2025 Added 43.5%
$0
$1.32 Million 0.16% of portfolio
6,407
Q1 2025 Reduced 59.11%
$83.5B
$1.37 Million 0.16% of portfolio
3,157
Q1 2025 Reduced 80.55%
$0
$1.28 Million 0.15% of portfolio
59,367
Q1 2025 Added 287.26%
$212B
$1.27 Million 0.15% of portfolio
14,162
Q1 2025 Reduced 6.45%
$0
$1.22 Million 0.14% of portfolio
34,953
Q1 2025 Added 131.43%
$0
$1.15 Million 0.14% of portfolio
4,430
Q1 2025 Reduced 67.61%
$378B
$1.22 Million 0.14% of portfolio
29,168
Q1 2025 Added 96.72%
$280B
$1.22 Million 0.14% of portfolio
7,674
Q1 2025 Reduced 49.03%
$0
$1.2 Million 0.14% of portfolio
3,245
Q1 2025 Reduced 77.09%
$0
$1.14 Million 0.13% of portfolio
2,435
Q1 2025 Reduced 82.03%
$0
$1.1 Million 0.13% of portfolio
30,542
Q1 2025 Added 126.52%
$33.4B
$1.06 Million 0.13% of portfolio
9,736
Q1 2025 Reduced 26.66%
$73.2B
$1.06 Million 0.12% of portfolio
6,902
Q1 2025 Reduced 46.99%
$0
$1.01 Million 0.12% of portfolio
12,070
Q1 2025 Reduced 1.47%
$126B
$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%
$573B
$1.05 Million 0.12% of portfolio
2,983
Q1 2025 Reduced 76.18%
$0
$895,000 0.11% of portfolio
7,694
Q1 2025 Reduced 16.6%
$254B
$935,000 0.11% of portfolio
3,761
Q1 2025 Reduced 65.04%
$0
$920,000 0.11% of portfolio
14,827
Q1 2025 Added 49.45%
$0
$916,000 0.11% of portfolio
15,103
Q1 2025 Added 56.43%
$63.7B
$923,000 0.11% of portfolio
32,364
Q1 2025 Added 208.46%
$297B
$919,000 0.11% of portfolio
5,499
Q1 2025 Reduced 43.52%
$339B
$966,000 0.11% of portfolio
4,611
Q1 2025 Reduced 61.07%
$194B
$916,000 0.11% of portfolio
32,407
Q1 2025 Added 235.3%
$2.91B
$937,000 0.11% of portfolio
8,415
Q1 2025 Reduced 26.49%
$222B
$937,000 0.11% of portfolio
3,000
Q1 2025 Reduced 72.68%
$57.6B
$875,000 0.1% of portfolio
28,090
Q1 2025 Added 207.7%
$0
$865,000 0.1% of portfolio
13,275
Q1 2025 Added 46.23%
$0
$840,000 0.1% of portfolio
2,329
Q1 2025 Reduced 73.32%
$0
$804,000 0.1% of portfolio
15,330
Q1 2025 Added 87.27%
$0
$814,000 0.1% of portfolio
4,701
Q1 2025 Reduced 44.14%
$12.8B
$721,000 0.09% of portfolio
2,189
Q1 2025 Reduced 69.13%

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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