Wealth Architects, LLC Portfolio Holdings
Q3 2025•235 long positions•$1.1B portfolio value
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Holding241 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $78.7M 7.43% | -$938.4K Sold | — 117.6K shares | 119.0K → 117.6K −$938.4K | -1.18% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $67.6M 6.39% | +$2.0M Bought | — 2.8M shares | 2.7M → 2.8M +$2.0M | +3.01% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $57.8M 5.45% | -$188.8K Sold | — 486.0K shares | 487.6K → 486.0K −$188.8K | -0.33% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $56.3M 5.31% | -$1.1M Sold | — 938.8K shares | 956.4K → 938.8K −$1.1M | -1.84% | — — | Q4 2014 Held for 10y 11m | |
Unknown Unknown | $52.7M 4.97% | -$1.2M Sold | — 244.1K shares | 249.8K → 244.1K −$1.2M | -2.28% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $44.9M 4.24% | -$2.8M Sold | 0.001% 176.5K shares | 187.7K → 176.5K −$2.8M | -5.96% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $43.3M 4.09% | -$468.4K Sold | — 622.2K shares | 628.9K → 622.2K −$468.4K | -1.07% | — — | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $35.3M 3.33% | +$14.2K Bought | 0.021% 263.4K shares | 263.3K → 263.4K +$14.2K | +0.04% | $168.85B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $33.9M 3.2% | -$114.8K Sold | — 734.7K shares | 737.2K → 734.7K −$114.8K | -0.34% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $31.9M 3.01% | -$770.2K Sold | — 714.0K shares | 731.2K → 714.0K −$770.2K | -2.36% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $28.4M 2.68% | -$148.8K Sold | — 152.3K shares | 153.1K → 152.3K −$148.8K | -0.52% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $28.0M 2.64% | -$77.6K Sold | — 134.0K shares | 134.3K → 134.0K −$77.6K | -0.28% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $22.4M 2.12% | +$85.6K Bought | — 162.7K shares | 162.1K → 162.7K +$85.6K | +0.38% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $21.4M 2.02% | -$224.1K Sold | — 69.5K shares | 70.2K → 69.5K −$224.1K | -1.04% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $20.4M 1.93% | -$467.9K Sold | — 233.7K shares | 239.0K → 233.7K −$467.9K | -2.24% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $19.9M 1.88% | +$1.0M Bought | — 606.3K shares | 575.6K → 606.3K +$1.0M | +5.33% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.9M 1.88% | +$224.7K Bought | — 199.7K shares | 197.4K → 199.7K +$224.7K | +1.14% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $18.1M 1.71% | -$73.9K Sold | — 27.2K shares | 27.3K → 27.2K −$73.9K | -0.41% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $17.4M 1.64% | -$109.9K Sold | — 195.4K shares | 196.6K → 195.4K −$109.9K | -0.63% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.9M 1.5% | -$134.0K Sold | — 62.6K shares | 63.2K → 62.6K −$134.0K | -0.83% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $13.9M 1.31% | -$576.4K Sold | — 181.0K shares | 188.5K → 181.0K −$576.4K | -3.99% | — — | Q4 2014 Held for 10y 11m | |
Insurance - Diversified Financial Services | $12.7M 1.2% | -$459.0K Sold | 0.001% 25.3K shares | 26.2K → 25.3K −$459.0K | -3.48% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.2M 1.16% | -$196.6K Sold | — 110.8K shares | 112.5K → 110.8K −$196.6K | -1.58% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $11.6M 1.09% | +$447.4K Bought | — 257.2K shares | 247.3K → 257.2K +$447.4K | +4.01% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $11.3M 1.07% | -$277.6K Sold | 0.001% 15.4K shares | 15.8K → 15.4K −$277.6K | -2.4% | $1.84T Mega Cap | Q4 2014 Held for 10y 11m | |
Software - Infrastructure Technology | $11.0M 1.04% | -$114.5K Sold | 0.0% 21.2K shares | 21.4K → 21.2K −$114.5K | -1.03% | $3.85T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $10.9M 1.03% | +$50.2K Bought | — 117.5K shares | 116.9K → 117.5K +$50.2K | +0.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.6M 0.81% | -$79.6K Sold | — 58.9K shares | 59.5K → 58.9K −$79.6K | -0.92% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.2M 0.77% | -$363.5K Sold | — 192.1K shares | 200.6K → 192.1K −$363.5K | -4.27% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.9M 0.744% | -$24.1K Sold | — 338.3K shares | 339.4K → 338.3K −$24.1K | -0.31% | — — | Q4 2014 Held for 10y 11m | |
Semiconductors Technology | $7.1M 0.674% | -$146.2K Sold | 0.0% 21.6K shares | 22.1K → 21.6K −$146.2K | -2.01% | $1.56T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.4M 0.604% | +$341.8K Bought | — 234.2K shares | 221.7K → 234.2K +$341.8K | +5.64% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.2M 0.583% | +$27.2K Bought | — 18.8K shares | 18.7K → 18.8K +$27.2K | +0.44% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $6.0M 0.568% | +$191.9K Bought | — 146.5K shares | 141.8K → 146.5K +$191.9K | +3.29% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.8M 0.547% | +$365.4K Bought | — 150.3K shares | 140.8K → 150.3K +$365.4K | +6.73% | — — | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $5.7M 0.54% | -$156.7K Sold | 0.0% 30.6K shares | 31.5K → 30.6K −$156.7K | -2.67% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.5M 0.515% | -$185.7K Sold | — 80.4K shares | 83.1K → 80.4K −$185.7K | -3.29% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $5.1M 0.481% | +$531.1K Bought | — 124.4K shares | 111.4K → 124.4K +$531.1K | +11.64% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $4.9M 0.463% | -$288.4K Sold | 0.001% 26.9K shares | 28.5K → 26.9K −$288.4K | -5.55% | $432.76B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $4.7M 0.445% | +$174.2K Bought | — 92.9K shares | 89.5K → 92.9K +$174.2K | +3.83% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $4.2M 0.4% | +$271.6K Bought | 0.0% 17.4K shares | 16.3K → 17.4K +$271.6K | +6.86% | $2.95T Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $4.2M 0.398% | -$91.7K Sold | — 53.4K shares | 54.6K → 53.4K −$91.7K | -2.13% | — — | Q4 2014 Held for 10y 11m | |
Banks - Diversified Financial Services | $4.2M 0.397% | -$43.2K Sold | 0.0% 13.3K shares | 13.5K → 13.3K −$43.2K | -1.02% | $867.35B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $4.1M 0.391% | +$151.2K Bought | — 131.8K shares | 127.0K → 131.8K +$151.2K | +3.79% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $4.0M 0.378% | — | — 143.6K shares | — | — | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.9M 0.372% | +$131.0K Bought | — 53.0K shares | 51.2K → 53.0K +$131.0K | +3.44% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $3.9M 0.364% | -$2.9K Sold | 0.0% 17.6K shares | 17.6K → 17.6K −$2.9K | -0.07% | $2.34T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $3.6M 0.342% | +$670.5K Bought | — 75.4K shares | 61.4K → 75.4K +$670.5K | +22.73% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.4M 0.324% | -$116.8K Sold | — 54.5K shares | 56.3K → 54.5K −$116.8K | -3.3% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.3M 0.308% | -$3.7K Sold | — 60.2K shares | 60.3K → 60.2K −$3.7K | -0.11% | — — | Q1 2020 Held for 5y 8m |
