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Latest Wealth Architects, LLC Stock Portfolio

$1.27Billion | No. of Holdings #248

Wealth Architects, LLC Performance

2026 Q2+13.72%
YTD+14.87%
2025+18.11%

About Wealth Architects, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wealth Architects, LLC reported an equity portfolio of $1.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Wealth Architects, LLC are IJR, LRCX, ASET. The fund has invested 6.8% of it's portfolio in ISHARES CORE S&P 500 ETF and 6.1% of portfolio in LAM RESEARCH CORP. <br><br> The fund managers got completely rid off ASTERA LABS INC, INTUIT INC (INTU) and AT&T INC COM (T) stocks. They significantly reduced their stock positions in SNOWFLAKE CL A ORD (SNOW), CONSUMER DISCRETIONARY SELECT SECT SPDR (XLB) and LAM RESEARCH CORP (LRCX). Wealth Architects, LLC opened new stock positions in SANDISK CORP, PALO ALTO NETWORKS INC (PANW) and DELL INC (DELL). The fund showed a lot of confidence in some stocks as they added substantially to 3M COMPANY (MMM), VANGUARD INFORMATION TECHNOLOGY ETF (VAW) and VANGUARD GROWTH ETF (VB).
Wealth Architects, LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$1.27Billion
  as of Jul 23, 2026

Wealth Architects, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wealth Architects, LLC made a return of 13.72% in the last quarter. In trailing 12 months, it's portfolio return was 28%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sandisk corp445,651
palo alto networks inc418,773
dell inc348,726
silicon motion technology corp329,330
bloom energy318,883
arvin meritor inc310,958
hewlett packard enterprise co283,832
qualcomm inc274,239
New stocks bought by Wealth Architects, LLC

Additions

Ticker% Inc.
3m company1,610
vanguard information technology etf612
vanguard growth etf501
ishares tr russell 1000growth index fd300
vanguard mid cap etf297
dimensional international high pbly etf189
herculestech growth cap inc com155
netflix inc135
Additions to existing portfolio by Wealth Architects, LLC

Reductions

Ticker% Reduced
snowflake cl a ord-49.25
consumer discretionary select sect spdr-36.57
lam research corp-32.3
ishares 0 to 3 mnth treasury bnd etf-28.89
advanced micro devices inc-28.09
vanguard russell 1000 value etf-23.57
nextera energy inc-21.05
companhia paranaense de ads-20.08
Wealth Architects, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dxc technology co-129,030
at&t inc com-261,026
astera labs inc-558,522
rubrik inc-213,705
roblox corp com cl a-221,489
phillips-van heusen corp-229,720
ishares core dividend growth etf-224,985
avantis international equity etf-204,939
Wealth Architects, LLC got rid off the above stocks

Sector Distribution

Wealth Architects, LLC has about 78.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Healthcare
Sector%
Others78.6
Technology13.5
Communication Services1.7
Industrials1.4
Healthcare1.3

Market Cap. Distribution

Wealth Architects, LLC has about 21% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.6
MEGA-CAP18.3
LARGE-CAP2.7

Stocks belong to which Index?

About 20.5% of the stocks held by Wealth Architects, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79.2
S&P 50020.5
Top 5 Winners (%)%
MU
microntechnology
213.7 %
INTC
intel corp
213.1 %
UMC
united microelectronics corp
202.8 %
MRVL
marvell technology groupltd isin#bmg5876h1
197.3 %
AMD
advanced micro devices inc
159.5 %
Top 5 Winners ($)$
LRCX
lam research corp
48.5 M
IJR
ishares core s&p small cap etf
12.1 M
IJR
ishares core s&p 500 etf
11.1 M
VIG
vanguard dividend appreciation etf
5.5 M
AAPL
apple inc
5.5 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.4 %
VB
vanguard growth etf
-70.4 %
VB
vanguard mid cap etf
-61.6 %
IJR
ishares tr russell 1000growth index fd
-60.3 %
ACN
accenture ltd bermuda cl a
-36.7 %
Top 5 Losers ($)$
VB
vanguard growth etf
-2.9 M
VB
vanguard mid cap etf
-2.1 M
IJR
ishares tr russell 1000growth index fd
-1.7 M
ASET
flexshares iboxx 5yr target dur tips etf
-1.1 M
VAW
vanguard information technology etf
-0.9 M

Wealth Architects, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealth Architects, LLC

Wealth Architects, LLC has 248 stocks in it's portfolio. About 46.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Wealth Architects, LLC last quarter.

$1.27BTotal Value
262Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Wealth Architects, LLC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Small Cap Index

Ishares Msci Eafe Small Cap Index

AAXJ
Wealth Architects, LLC's holding in Ishares Msci Eafe Small Cap Index over time
1.11%171,066
$14.07M
1.11%
decreased 2.29 percentreduced
AAXJ
Ishares Msci Eafe Value Index

Ishares Msci Eafe Value Index

AAXJ
Wealth Architects, LLC's holding in Ishares Msci Eafe Value Index over time
0.42%69,055
$5.29M
0.42%
decreased 3.48 percentreduced
AAXJ
Ishares Short-Term National Muni Bond

Ishares Short-Term National Muni Bond

AAXJ
Wealth Architects, LLC's holding in Ishares Short-Term National Muni Bond over time
0.3%35,616
$3.79M
0.3%
increased 3.24 percentadded
AAXJ
Ishares S&P Global Infrastructure Index

Ishares S&P Global Infrastructure Index

AAXJ
Wealth Architects, LLC's holding in Ishares S&P Global Infrastructure Index over time
0.2%37,432
$2.49M
0.2%
decreased 2.14 percentreduced
AAXJ
Ishares All-Country World International

Ishares All-Country World International

AAXJ
Wealth Architects, LLC's holding in Ishares All-Country World International over time
0.08%6,567
$1.03M
0.08%
decreased 3.45 percentreduced
AAXJ
Ishares Msci Usa Esg Select Etf

Ishares Msci Usa Esg Select Etf

AAXJ
Wealth Architects, LLC's holding in Ishares Msci Usa Esg Select Etf over time
0.03%2,734
$421.9K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Ultra Short-Term Bond Etf

Ishares Ultra Short-Term Bond Etf

ACWF
Wealth Architects, LLC's holding in Ishares Ultra Short-Term Bond Etf over time
0.46%113,799
$5.76M
0.46%
increased 6.5 percentadded
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
Wealth Architects, LLC's holding in Ishares Core Dividend Growth Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
Avantis Us Small Cap Value Etf

Avantis Us Small Cap Value Etf

AEMB
Wealth Architects, LLC's holding in Avantis Us Small Cap Value Etf over time
2.17%220,640
$27.53M
2.17%
decreased 1.33 percentreduced
AEMB
Avantis Internatnl Sml Cp Vl Etf

Avantis Internatnl Sml Cp Vl Etf

AEMB
Wealth Architects, LLC's holding in Avantis Internatnl Sml Cp Vl Etf over time
1.58%194,456
$20.04M
1.58%
decreased 1.96 percentreduced