Wealth Architects, LLC

13F filer · CIK 0001611518

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$1.27BU.S. long equity reported on 13F

Positions15815 new · 13 closed

Net flow last quarter-$34.7MBuys minus sells

Top 10 positions weight16.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026158 positions
LRCXLam Research Corp	$77.2M	6.10%	0.01%	-32.3%	Q1 2024
AAPLApple Inc.	$44.3M	3.50%	0.00%	-0.6%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$20.6M	1.63%	Not reported	+1.1%	Q1 2015
SCZNXG NextGen Infrastructure Income Fund	$14.1M	1.11%	Not reported	-2.3%	Q1 2015
BRK.BBerkshire Hathaway Inc	$10.8M	0.85%	Not reported	+1.3%	Q2 2015
METAMeta Platforms, Inc.	$9.05M	0.71%	Not reported	+4.9%	Q1 2015
MSFTMicrosoft Corp	$7.87M	0.62%	0.00%	+2.4%	Q1 2015
GOOGAlphabet Inc.	$6.94M	0.55%	Not reported	+3.9%	Q3 2015
AVGOBroadcom Inc.	$6.49M	0.51%	0.00%	-13.1%	Q2 2021
NVDANvidia Corp	$6.01M	0.47%	0.00%	+9.8%	Q2 2020
RKLBRocket Lab Corp	$5.97M	0.47%	0.01%	0.0%	Q2 2024
CATCaterpillar Inc	$5.54M	0.44%	0.00%	-10.1%	Q1 2015
DFAXGulf Resources, Inc.	$5.07M	0.40%	Not reported	+2.6%	Q4 2021
AMZNAmazon Com Inc	$4.45M	0.35%	0.00%	+6.0%	Q1 2015
MMM3m Co	$4.41M	0.35%	0.01%	+1610.6%	Q1 2015
BSVNBank7 Corp.	$4.36M	0.34%	0.59%	+5.2%	Q1 2015
JPMJPMorgan Chase & Co	$4.2M	0.33%	0.00%	-0.9%	Q1 2015
INTCIntel Corp	$4.09M	0.32%	0.00%	+1.0%	Q1 2015
GOOGLAlphabet Inc.	$3.69M	0.29%	0.00%	+0.3%	Q3 2015
LLYELI LILLY & Co	$3.6M	0.28%	0.00%	+4.1%	Q3 2018
MUMicron Technology Inc	$3.16M	0.25%	0.00%	+8.0%	Q2 2024
PLTRPalantir Technologies Inc.	$2.74M	0.22%	0.00%	-3.6%	Q1 2021
KLACKla Corp	$2.71M	0.21%	0.00%	-1.4%	Q3 2015
AMATApplied Materials Inc	$2.38M	0.19%	0.00%	-4.4%	Q4 2023
UNHUnitedhealth Group Inc	$2.32M	0.18%	0.00%	-0.5%	Q1 2015
XOMExxonMobil Holdings Corp	$2.3M	0.18%	0.00%	+0.9%	Q1 2015
TSLATesla, Inc.	$2.28M	0.18%	0.00%	-6.5%	Q2 2015
CSCOCisco Systems, Inc.	$2.27M	0.18%	0.00%	-15.3%	Q1 2015
WMTWalmart Inc.	$2.17M	0.17%	0.00%	-0.7%	Q3 2018
QQQInvesco QQQ Trust, Series 1	$2.14M	0.17%	Not reported	+15.3%	Q4 2019
HDHome Depot, Inc.	$2.1M	0.17%	0.00%	-3.0%	Q2 2015
JNJJohnson & Johnson	$2.09M	0.16%	0.00%	+2.9%	Q1 2015
AMDAdvanced Micro Devices Inc	$2.05M	0.16%	0.00%	-28.1%	Q4 2023
PGPROCTER & GAMBLE Co	$2.04M	0.16%	0.00%	+2.8%	Q1 2015
MRKMerck & Co., Inc.	$1.75M	0.14%	0.00%	+1.9%	Q1 2015
BACBank of America Corp	$1.68M	0.13%	0.00%	-0.5%	Q1 2015
RTXRTX Corp	$1.6M	0.13%	0.00%	+1.2%	Q2 2020
WELLWelltower Inc.	$1.58M	0.12%	0.00%	+0.3%	Q1 2025
BRK.ABerkshire Hathaway Inc	$1.5M	0.12%	Not reported	Not reported	Q1 2015
TXNTexas Instruments Inc	$1.43M	0.11%	0.00%	+0.1%	Q4 2021
PMPhilip Morris International Inc.	$1.37M	0.11%	0.00%	-1.0%	Q1 2015
IBMInternational Business Machines Corp	$1.32M	0.10%	0.00%	+1.8%	Q1 2015
ABBVAbbVie Inc.	$1.22M	0.10%	0.00%	-5.9%	Q1 2015
COSTCostco Wholesale Corp	$1.2M	0.09%	0.00%	-0.3%	Q3 2018
ELVElevance Health, Inc.	$1.19M	0.09%	0.00%	+0.6%	Q1 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.09%	0.00%	-0.7%	Q4 2020
MFCManulife Financial Corp	$1.14M	0.09%	Not reported	Not reported	Q1 2025
WECWec Energy Group, Inc.	$1.14M	0.09%	0.00%	+0.3%	Q2 2015
MGRCMcgrath Rentcorp	$1.02M	0.08%	0.03%	+0.1%	Q1 2015
ARWRArrowhead Pharmaceuticals, Inc.	$998K	0.08%	0.01%	0.0%	Q4 2018

Q1 2026Reported May 15, 2026155 positions
LRCXLam Research Corp	$56.2M	5.01%	0.02%	0.0%	Q1 2024
AAPLApple Inc.	$39.1M	3.49%	0.00%	-6.1%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$17.7M	1.58%	Not reported	+1.6%	Q1 2015
SCZNXG NextGen Infrastructure Income Fund	$13.7M	1.22%	Not reported	-2.7%	Q1 2015
BRK.BBerkshire Hathaway Inc	$10.2M	0.91%	Not reported	-13.3%	Q2 2015
METAMeta Platforms, Inc.	$8.76M	0.78%	Not reported	+0.2%	Q1 2015
MSFTMicrosoft Corp	$7.63M	0.68%	0.00%	+0.2%	Q1 2015
AVGOBroadcom Inc.	$6.12M	0.55%	0.00%	+1.7%	Q2 2021
GOOGAlphabet Inc.	$5.42M	0.48%	Not reported	+4.8%	Q3 2015
NVDANvidia Corp	$4.77M	0.43%	0.00%	-9.7%	Q2 2020
DFAXGulf Resources, Inc.	$4.56M	0.41%	Not reported	-2.1%	Q4 2021
BSVNBank7 Corp.	$4.17M	0.37%	0.56%	-0.5%	Q1 2015
CATCaterpillar Inc	$4.1M	0.37%	0.00%	-1.6%	Q1 2015
JPMJPMorgan Chase & Co	$3.8M	0.34%	0.00%	-1.4%	Q1 2015
RKLBRocket Lab Corp	$3.77M	0.34%	0.01%	-2.5%	Q2 2024
AMZNAmazon Com Inc	$3.67M	0.33%	0.00%	+1.0%	Q1 2015
PLTRPalantir Technologies Inc.	$3.57M	0.32%	0.00%	+0.3%	Q1 2021
GOOGLAlphabet Inc.	$2.96M	0.26%	0.00%	-0.4%	Q3 2015
XOMExxonMobil Holdings Corp	$2.82M	0.25%	0.00%	-0.3%	Q1 2015
LLYELI LILLY & Co	$2.65M	0.24%	0.00%	+2.9%	Q3 2018
WMTWalmart Inc.	$2.39M	0.21%	0.00%	+2.6%	Q3 2018
TSLATesla, Inc.	$2.15M	0.19%	0.00%	-0.1%	Q2 2015
HDHome Depot, Inc.	$2.02M	0.18%	0.00%	-1.9%	Q2 2015
JNJJohnson & Johnson	$1.95M	0.17%	0.00%	+1.8%	Q1 2015
PGPROCTER & GAMBLE Co	$1.95M	0.17%	0.00%	+1.3%	Q1 2015
CSCOCisco Systems, Inc.	$1.77M	0.16%	0.00%	0.0%	Q1 2015
MRKMerck & Co., Inc.	$1.61M	0.14%	0.00%	-0.1%	Q1 2015
RTXRTX Corp	$1.61M	0.14%	0.00%	-1.5%	Q2 2020
UNHUnitedhealth Group Inc	$1.52M	0.14%	0.00%	+6.8%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$1.45M	0.13%	Not reported	+2.8%	Q4 2019
BACBank of America Corp	$1.44M	0.13%	0.00%	+0.8%	Q1 2015
BRK.ABerkshire Hathaway Inc	$1.44M	0.13%	Not reported	Not reported	Q1 2015
WELLWelltower Inc.	$1.37M	0.12%	0.00%	+0.1%	Q1 2025
KLACKla Corp	$1.34M	0.12%	0.00%	-2.4%	Q3 2015
INTCIntel Corp	$1.28M	0.11%	0.00%	+0.5%	Q1 2015
COSTCostco Wholesale Corp	$1.28M	0.11%	0.00%	+0.2%	Q3 2018
PMPhilip Morris International Inc.	$1.27M	0.11%	0.00%	+0.2%	Q1 2015
CVXChevron Corp	$1.19M	0.11%	0.00%	+1.3%	Q1 2015
AMATApplied Materials Inc	$1.18M	0.10%	0.00%	-0.9%	Q4 2023
SNOWSnowflake Inc.	$1.15M	0.10%	0.00%	+1.8%	Q1 2021
WECWec Energy Group, Inc.	$1.12M	0.10%	0.00%	Not reported	Q2 2015
ABBVAbbVie Inc.	$1.12M	0.10%	0.00%	+12.6%	Q1 2015
IBMInternational Business Machines Corp	$1.12M	0.10%	0.00%	+8.3%	Q1 2015
KMIKinder Morgan, Inc.	$1.01M	0.09%	0.00%	Not reported	Q1 2015
AMDAdvanced Micro Devices Inc	$1M	0.09%	0.00%	-43.8%	Q4 2023
MFCManulife Financial Corp	$967K	0.09%	Not reported	Not reported	Q1 2025
TXNTexas Instruments Inc	$933K	0.08%	0.00%	+1.3%	Q4 2021
MCDMcdonalds Corp	$932K	0.08%	0.00%	+0.1%	Q3 2018
MGRCMcgrath Rentcorp	$927K	0.08%	0.03%	Not reported	Q1 2015
VVisa Inc.	$909K	0.08%	0.00%	-0.1%	Q3 2015

Q4 2025Reported Feb 17, 2026152 positions
LRCXLam Research Corp	$45.1M	4.06%	0.02%	-0.1%	Q1 2024
AAPLApple Inc.	$44.6M	4.02%	0.00%	-7.0%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$18.3M	1.65%	Not reported	-1.3%	Q1 2015
SCZNXG NextGen Infrastructure Income Fund	$14M	1.26%	Not reported	-0.6%	Q1 2015
BRK.BBerkshire Hathaway Inc	$12.3M	1.11%	Not reported	-3.2%	Q2 2015
METAMeta Platforms, Inc.	$10.1M	0.91%	Not reported	-0.8%	Q1 2015
MSFTMicrosoft Corp	$9.95M	0.90%	0.00%	-2.9%	Q1 2015
AVGOBroadcom Inc.	$6.72M	0.61%	0.00%	-10.2%	Q2 2021
GOOGAlphabet Inc.	$5.66M	0.51%	Not reported	+3.9%	Q3 2015
NVDANvidia Corp	$5.66M	0.51%	0.00%	-1.0%	Q2 2020
DFAXGulf Resources, Inc.	$4.48M	0.40%	Not reported	+3.9%	Q4 2021
PLTRPalantir Technologies Inc.	$4.32M	0.39%	0.00%	-9.6%	Q1 2021
JPMJPMorgan Chase & Co	$4.22M	0.38%	0.00%	-1.7%	Q1 2015
BSVNBank7 Corp.	$4.21M	0.38%	0.57%	+0.1%	Q1 2015
RKLBRocket Lab Corp	$4.2M	0.38%	0.01%	+18.7%	Q2 2024
AMZNAmazon Com Inc	$4.03M	0.36%	0.00%	-0.6%	Q1 2015
CATCaterpillar Inc	$3.37M	0.30%	0.00%	-1.8%	Q1 2015
GOOGLAlphabet Inc.	$3.24M	0.29%	0.00%	-10.2%	Q3 2015
LLYELI LILLY & Co	$3.01M	0.27%	0.00%	+0.7%	Q3 2018
TSLATesla, Inc.	$2.61M	0.23%	0.00%	-2.4%	Q2 2015
HDHome Depot, Inc.	$2.15M	0.19%	0.00%	-4.5%	Q2 2015
WMTWalmart Inc.	$2.09M	0.19%	0.00%	0.0%	Q3 2018
XOMExxonMobil Holdings Corp	$2.01M	0.18%	0.00%	-2.2%	Q1 2015
PGPROCTER & GAMBLE Co	$1.91M	0.17%	0.00%	-1.0%	Q1 2015
AMDAdvanced Micro Devices Inc	$1.87M	0.17%	0.00%	-27.0%	Q4 2023
CSCOCisco Systems, Inc.	$1.75M	0.16%	0.00%	-8.0%	Q1 2015
UNHUnitedhealth Group Inc	$1.73M	0.16%	0.00%	-9.3%	Q1 2015
SNOWSnowflake Inc.	$1.64M	0.15%	0.00%	-1.7%	Q1 2021
JNJJohnson & Johnson	$1.62M	0.15%	0.00%	+3.6%	Q1 2015
BACBank of America Corp	$1.62M	0.15%	0.00%	-1.0%	Q1 2015
RTXRTX Corp	$1.55M	0.14%	0.00%	-0.3%	Q2 2020
BRK.ABerkshire Hathaway Inc	$1.51M	0.14%	Not reported	Not reported	Q1 2015
QQQInvesco QQQ Trust, Series 1	$1.5M	0.14%	Not reported	0.0%	Q4 2019
MRKMerck & Co., Inc.	$1.41M	0.13%	0.00%	+3.5%	Q1 2015
WELLWelltower Inc.	$1.29M	0.12%	0.00%	+0.5%	Q1 2025
IBMInternational Business Machines Corp	$1.26M	0.11%	0.00%	-0.7%	Q1 2015
PMPhilip Morris International Inc.	$1.23M	0.11%	0.00%	+0.2%	Q1 2015
KLACKla Corp	$1.13M	0.10%	0.00%	-0.6%	Q3 2015
COSTCostco Wholesale Corp	$1.1M	0.10%	0.00%	-7.0%	Q3 2018
ELVElevance Health, Inc.	$1.09M	0.10%	0.00%	+0.3%	Q1 2015
INTCIntel Corp	$1.07M	0.10%	0.00%	+0.3%	Q1 2015
VVisa Inc.	$1.06M	0.10%	0.00%	+2.6%	Q3 2015
ABBVAbbVie Inc.	$1.04M	0.09%	0.00%	-2.8%	Q1 2015
WECWec Energy Group, Inc.	$1.02M	0.09%	0.00%	+0.1%	Q2 2015
MFCManulife Financial Corp	$1.02M	0.09%	Not reported	Not reported	Q1 2025
BLKBlackRock, Inc.	$1.01M	0.09%	0.00%	-6.2%	Q4 2021
MCDMcdonalds Corp	$916K	0.08%	0.00%	+0.2%	Q3 2018
AMATApplied Materials Inc	$892K	0.08%	0.00%	+1.1%	Q4 2023
MGRCMcgrath Rentcorp	$882K	0.08%	0.03%	Not reported	Q1 2015
CVXChevron Corp	$864K	0.08%	0.00%	+1.5%	Q1 2015

Q3 2025Reported Nov 13, 2025148 positions
AAPLApple Inc.	$44.9M	4.24%	0.00%	-6.0%	Q1 2015
LRCXLam Research Corp	$35.3M	3.33%	0.02%	0.0%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$18.1M	1.71%	Not reported	-0.4%	Q1 2015
SCZNXG NextGen Infrastructure Income Fund	$13.9M	1.31%	Not reported	-4.0%	Q1 2015
BRK.BBerkshire Hathaway Inc	$12.7M	1.20%	Not reported	-3.5%	Q2 2015
METAMeta Platforms, Inc.	$11.3M	1.07%	Not reported	-2.4%	Q1 2015
MSFTMicrosoft Corp	$11M	1.04%	0.00%	-1.0%	Q1 2015
AVGOBroadcom Inc.	$7.13M	0.67%	0.00%	-2.0%	Q2 2021
NVDANvidia Corp	$5.71M	0.54%	0.00%	-2.7%	Q2 2020
PLTRPalantir Technologies Inc.	$4.91M	0.46%	0.00%	-5.6%	Q1 2021
GOOGAlphabet Inc.	$4.23M	0.40%	Not reported	+6.9%	Q3 2015
BSVNBank7 Corp.	$4.22M	0.40%	0.57%	-2.1%	Q1 2015
JPMJPMorgan Chase & Co	$4.21M	0.40%	0.00%	-1.0%	Q1 2015
DFAXGulf Resources, Inc.	$4.14M	0.39%	Not reported	+3.8%	Q4 2021
AMZNAmazon Com Inc	$3.85M	0.36%	0.00%	-0.1%	Q1 2015
CATCaterpillar Inc	$2.86M	0.27%	0.00%	-0.4%	Q1 2015
GOOGLAlphabet Inc.	$2.8M	0.26%	0.00%	-8.7%	Q3 2015
HDHome Depot, Inc.	$2.65M	0.25%	0.00%	-0.3%	Q2 2015
TSLATesla, Inc.	$2.64M	0.25%	0.00%	-1.4%	Q2 2015
RKLBRocket Lab Corp	$2.43M	0.23%	0.01%	+28.6%	Q2 2024
LLYELI LILLY & Co	$2.12M	0.20%	0.00%	+1.3%	Q3 2018
PGPROCTER & GAMBLE Co	$2.07M	0.20%	0.00%	-0.5%	Q1 2015
UNHUnitedhealth Group Inc	$2M	0.19%	0.00%	-3.3%	Q1 2015
AMDAdvanced Micro Devices Inc	$1.94M	0.18%	0.00%	+1.0%	Q4 2023
WMTWalmart Inc.	$1.93M	0.18%	0.00%	+0.1%	Q3 2018
XOMExxonMobil Holdings Corp	$1.93M	0.18%	0.00%	-0.3%	Q1 2015
SNOWSnowflake Inc.	$1.72M	0.16%	0.00%	-13.6%	Q1 2021
CSCOCisco Systems, Inc.	$1.69M	0.16%	0.00%	+12.2%	Q1 2015
BACBank of America Corp	$1.53M	0.14%	0.00%	+0.6%	Q1 2015
BRK.ABerkshire Hathaway Inc	$1.51M	0.14%	Not reported	Not reported	Q1 2015
QQQInvesco QQQ Trust, Series 1	$1.47M	0.14%	Not reported	Not reported	Q4 2019
RTXRTX Corp	$1.42M	0.13%	0.00%	-1.5%	Q2 2020
JNJJohnson & Johnson	$1.4M	0.13%	0.00%	-1.9%	Q1 2015
COSTCostco Wholesale Corp	$1.27M	0.12%	0.00%	-0.9%	Q3 2018
PMPhilip Morris International Inc.	$1.24M	0.12%	0.00%	-0.1%	Q1 2015
WELLWelltower Inc.	$1.23M	0.12%	0.00%	0.0%	Q1 2025
IBMInternational Business Machines Corp	$1.21M	0.11%	0.00%	+14.1%	Q1 2015
BLKBlackRock, Inc.	$1.17M	0.11%	0.00%	+0.2%	Q4 2021
WECWec Energy Group, Inc.	$1.11M	0.10%	0.00%	-0.1%	Q2 2015
MRKMerck & Co., Inc.	$1.09M	0.10%	0.00%	-1.8%	Q1 2015
ABBVAbbVie Inc.	$1.08M	0.10%	0.00%	-0.2%	Q1 2015
ORCLOracle Corp	$1.05M	0.10%	0.00%	+9.0%	Q1 2015
KLACKla Corp	$1.01M	0.10%	0.00%	+0.8%	Q3 2015
VVisa Inc.	$1M	0.09%	0.00%	-0.7%	Q3 2015
ALABAstera Labs, Inc.	$999K	0.09%	0.00%	-11.4%	Q4 2024
ELVElevance Health, Inc.	$998K	0.09%	0.00%	-1.7%	Q1 2015
MGRCMcgrath Rentcorp	$986K	0.09%	0.03%	0.0%	Q1 2015
ADPAutomatic Data Processing Inc	$980K	0.09%	0.00%	+1.8%	Q2 2021
INTCIntel Corp	$965K	0.09%	0.00%	+10.4%	Q1 2015
MCDMcdonalds Corp	$909K	0.09%	0.00%	-0.3%	Q3 2018

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