Wealth Architects, LLC
RIA/Wealth
Wealth Architects, LLC is a RIA/Wealth based in Mountain View, CA led by Mark Thomas Johnsen, reporting $2.0B in AUM as of Q3 2025 with 73% ETF concentration.
CEOMark Thomas Johnsen
- Portfolio Value
- $1.1B
- Positions
- 235
- Top Holding
- IVV at 7.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealth Architects, LLC's portfolio (47.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $78.7M | 7.43% | -$938.4K Sold | — 117.6K shares | |
ETF ETF | $67.6M | 6.39% | +$2.0M Bought | — 2.8M shares | |
ETF ETF | $57.8M | 5.45% | -$188.8K Sold | — 486.0K shares | |
ETF ETF | $56.3M | 5.31% | -$1.1M Sold | — 938.8K shares | |
Unknown Unknown | $52.7M | 4.97% | -$1.2M Sold | — 244.1K shares | |
Consumer Electronics Technology | $44.9M | 4.24% | -$2.8M Sold | 0.00% 176.5K shares | |
ETF ETF | $43.3M | 4.09% | -$468.4K Sold | — 622.2K shares | |
Semiconductors Technology | $35.3M | 3.33% | +$14.2K Bought | 0.02% 263.4K shares | |
ETF ETF | $33.9M | 3.20% | -$114.8K Sold | — 734.7K shares | |
ETF ETF | $31.9M | 3.01% | -$770.2K Sold | — 714.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Architects, LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Wealth Architects, LLC
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