Wealth Architects, LLC

Q3 2025 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
235
Total value ($000)
$1,058,984
Net value change ($000)
+74,615 (7.6%)
New positions
15
Sold out positions
6
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 9,642 37.6%
AAPL 6,434 16.7%
IVV 4,822 6.5%
IJR 4,463 8.4%
TDTF 2,488 3.8%
DFIV 2,311 7.3%
DFLV 2,092 11.7%
AVUV 1,889 10.5%
AVDV 1,807 11.6%
VBR 1,763 6.7%
Top Reduces (Value $000, Stocks/ETFs)
DSI -425 -100.0%
META -337 -2.9%
SNOW -254 -12.9%
MOH -227 -34.8%
ELV -225 -18.4%
TEAM -223 -100.0%
HON -220 -100.0%
INTU -213 -22.5%
AMT -213 -100.0%
DHR -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type