Wealth Architects, LLC Q2 2026 Filing

Filed July 23, 2026

Portfolio Value

$483.6B

Holdings

248

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (248 positions)

StockValue
VTVANGUARD TOTAL WORLD STOCK INDEX
$26.7M
VVVANGUARD LARGE-CAP ETF
$21.7M
SPYSPDR S&P 500 ETF TRUST
$20.6M
AVDVAVANTIS INTERNATNL SML CP VL ETF
$20.0M
VBVANGUARD SMALL-CAP ETF
$17.9M
IJSISHARES S&P SMALLCAP600 VALUE INDEX
$14.9M
ESGDISHARES ESG AWARE MSCI EAFE ETF
$13.6M
ESGUISHARES ESG MSCI USA ETF
$11.4M
BRK/BBERKSHIRE HATHAWAY INCDEL CL B
$10.8M
METAMETA PLATFORMS INC CLASS A
$9.0M
MSFTMICROSOFT CORP
$7.9M
VTIVANGUARD TOTAL STK MKT ETF
$7.5M
GOOGALPHABET INC CLASS C
$6.9M
AVGOBROADCOM INC
$6.5M
NVDANVIDIA CORP
$6.0M
6RJ0ROCKET LAB USA INC
$6.0M
CATCATERPILLARINC
$5.5M
VOOVANGUARD S&P 500 ETF
$5.5M
AMZNAMAZON.COM INC
$4.5M
MMM3M COMPANY
$4.4M
JPMJPMORGAN CHASE & CO
$4.2M
INTCINTEL CORP
$4.1M
SUBISHARES SHORT-TERM NATIONAL MUNI BOND
$3.8M
GOOGLALPHABET INC CLASS A
$3.7M
LLYELI LILLY AND CO
$3.6M
IWNISHARES TR RUSSELL2000 VALUE INDEXFD
$3.3M
MUMICRONTECHNOLOGY
$3.2M
PLTRPALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS
$2.7M
KLACKLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP
$2.7M
AMATAPPLIED MATERIALS INC
$2.4M
UNHUNITEDHEALTH GROUP
$2.3M
IWVISHARES RUSSELL 3000 INDEX FD
$2.3M
XOMEXXON MOBIL CORP
$2.3M
TSLATESLA MOTORS INC
$2.3M
CSCOCISCO SYS INC
$2.3M
XLKTECHNOLOGY SELECT SECTOR SPDR ETF
$2.2M
WMTWAL-MART STORES INC
$2.2M
NDQPOWERSHARES QQQ TRUST SERIES 1
$2.1M
HDHOME DEPOT INC
$2.1M
JNJJOHNSON & JOHNSON
$2.1M
AMDADVANCED MICRO DEVICES INC
$2.1M
PGPROCTER & GAMBLE CO
$2.0M
IWMISHARES TR RUSSELL 2000INDEX FD
$2.0M
MRKMERCK AND CO INC NEW
$1.8M
RTXRAYTHEON TECHNOLOGIES ORD
$1.6M
WELLWELLTOWER INC
$1.6M
BRK-BBerkshire Hathaway Inc A
$1.5M
SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF
$1.5M
TXNTEXAS INSTRUMENTS INC
$1.4M
VIOVVANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF
$1.4M
4I1PHILLIP MORRIS INTL INC
$1.4M
IBMINTL BUSINESS MACH
$1.3M
IWBISHARES TR RUSSELL 1000 INDEX FD
$1.3M
ABBVABBVIE INC
$1.2M
COSTCOSTCO WHOLESALE CORP
$1.2M
ELVANTHEM INC
$1.2M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$1.1M
WECWEC ENERGY GROUP
$1.1M
IWFISHARES TR RUSSELL 1000GROWTH INDEX FD
$1.1M
ACWIISHARES ALL-COUNTRY WORLD INTERNATIONAL
$1.0M
MGRCMCGRATH RENTCORP
$1.0M
VVISA, INC
$993K
SNOWSNOWFLAKE CL A ORD
$985K
CVXCHEVRON CORP NEW
$941K
BLKBLACKROCK, INC
$912K
GLWCORNING INC
$900K
MRVLMARVELL TECHNOLOGY GROUPLTD ISIN#BMG5876H1
$855K
MCDMCDONALDS CORP
$815K
VXFVANGUARD EXTENDED MARKET IDX
$809K
ADPAUTOMATICDATA PROCESSING INC
$716K
AXPAMERICANEXPRESS CO
$702K
RSPGUGGENHEIM S&P 500 EQUAL WEIGHT INDEX FUND
$687K
MAMASTERCARD INC CL A
$674K
GEGENERAL ELECTRIC CO
$656K
EDCONSOLIDATED EDISON HLDG CO INC
$631K
ETNEATON CORP
$565K
GEVGE VERNOVA INC
$551K
TMOTHERMO FISHER SCIENTIFIC INC
$547K
STXSEAGATE TECHNOLOGY
$546K
MOHMOLINA HEALTHCARE INC.
$542K
AWCAMERICAN WATER WORKS COMPANY INC
$528K
GILDGILEAD SCIENCES INC
$505K
AMGNAMGEN INC
$503K
IWOISHARES TR RUSSELL 2000GROWTH INDEX FD
$483K
EFAISHARES TR MSCIEAFE INDEX FD
$475K
MDYS & P MID CAP 400 DEPRCPTS MID CAP SPDRS
$468K
ORCLORACLE CORPORATION
$463K
APDAIR PRODUCTS AND CHEMICALS INC
$461K
ABGCENCORA INC
$446K
SNDKSANDISK CORP
$446K
IMOIMPERIAL OIL LTD COM NEW
$445K
CDNSCADENCE DESIGN SYSTEMSINC
$437K
TRVTRAVELERS COS INC COM
$425K
SUSAISHARES MSCI USA ESG SELECT ETF
$422K
PANWPALO ALTO NETWORKS INC
$419K
ABNBAIRBNB INC
$411K
TILTFLEXSHARES MSTAR US MKT FACTOR TILT ETF
$400K
LLOEWS CORP
$391K
WMWASTE MANAGEMENT
$377K
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$370K
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