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
$346,000 0.04% of portfolio
1,686
Q1 2025 Reduced 43.48%
$55.3B
$345,000 0.04% of portfolio
2,888
Q1 2025 Added 0.1%
$0
$316,000 0.04% of portfolio
6,932
Q1 2025 Added 196.49%
$0
$375,000 0.04% of portfolio
3,662
Q1 2025 Added 6.67%
$69.7B
$377,000 0.04% of portfolio
24,560
Q1 2025 Added 598.72%
$0
$313,000 0.04% of portfolio
3,275
Q1 2025 Added 40.62%
$61.6B
$332,000 0.04% of portfolio
1,258
Q1 2025 Reduced 48.42%
$264B
$360,000 0.04% of portfolio
1,801
Q1 2025 Reduced 43.88%
$4.22B
$298,000 0.04% of portfolio
6,348
Q1 2025 Added 202.86%
$46B
$361,000 0.04% of portfolio
4,999
Q1 2025 Added 54.05%
$21.6B
$370,000 0.04% of portfolio
10,622
Q1 2025 Added 212.96%
$0
$359,000 0.04% of portfolio
3,128
Q1 2025 Reduced 1.57%
$216B
$334,000 0.04% of portfolio
3,394
Q1 2025 Added 24.6%
$106B
$367,000 0.04% of portfolio
6,031
Q1 2025 Added 84.15%
$83.9B
$348,000 0.04% of portfolio
1,370
Q1 2025 Reduced 54.33%
$2.53B
$334,000 0.04% of portfolio
6,901
Q1 2025 Added 172.77%
$155B
$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%
$0
$326,000 0.04% of portfolio
2,530
Q1 2025 Added 3.9%
$125B
$217,000 0.03% of portfolio
487
Q1 2025 Reduced 17.74%
$227M
$273,000 0.03% of portfolio
50,231
Q1 2025 Added 2,872.25%
$0
$281,000 0.03% of portfolio
1,497
Q1 2025 Reduced 13.42%
$0
$239,000 0.03% of portfolio
900
Q1 2025 Reduced 34.31%
$58.7B
$255,000 0.03% of portfolio
4,153
Q1 2025 Added 165.71%
$9.2B
$243,000 0.03% of portfolio
16,502
Q1 2025 Added 1,211.76%
$64.6B
$246,000 0.03% of portfolio
2,216
Q1 2025 Added 54.1%
$7.71B
$266,000 0.03% of portfolio
4,513
Q1 2025 Added 178.92%
$147B
$225,000 0.03% of portfolio
1,098
Q1 2025 Added 22.0%
$156B
$273,000 0.03% of portfolio
582
Q1 2025 Reduced 65.48%
$0
$225,000 0.03% of portfolio
415
Q1 2025 Reduced 55.09%
$80.2B
$253,000 0.03% of portfolio
1,729
Q1 2025 Added 14.88%
$17.5B
$218,000 0.03% of portfolio
1,730
Q1 2025 Added 146.44%
$66.1B
$234,000 0.03% of portfolio
678
Q1 2025 Reduced 39.89%
$0
$246,000 0.03% of portfolio
1,690
Q1 2025 Added 13.58%
$32.3B
$229,000 0.03% of portfolio
3,842
Q1 2025 Added 284.97%
$54.8B
$213,000 0.03% of portfolio
216
Q1 2025 Reduced 62.89%
$0
$261,000 0.03% of portfolio
7,188
Q1 2025 Added 347.29%
$81.1B
$249,000 0.03% of portfolio
1,712
Q1 2025 Added 14.36%
$92.2B
$245,000 0.03% of portfolio
3,619
Q1 2025 Added 154.5%
$80.5B
$233,000 0.03% of portfolio
3,682
Q1 2025 Added 235.34%
$38.4B
$255,000 0.03% of portfolio
1,378
Q1 2025 Reduced 61.92%
$0
$287,000 0.03% of portfolio
3,178
Q1 2025 Added 76.46%
$0
$239,000 0.03% of portfolio
20,615
Q1 2025 Added 1,600.91%
$0
$228,000 0.03% of portfolio
4,960
Q1 2025 Added 413.46%
$139B
$212,000 0.03% of portfolio
898
Q1 2025 Added 84.39%
$16.7B
$237,000 0.03% of portfolio
2,783
Q1 2025 Added 130.38%
$146B
$218,000 0.03% of portfolio
586
Q1 2025 Reduced 13.57%
$97.2B
$218,000 0.03% of portfolio
2,379
Q1 2025 Added 211.39%
$32.4B
$230,000 0.03% of portfolio
9,078
Q1 2025 Added 783.07%

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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