Wealth Architects, LLC

Q4 2025 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
240
Total value ($000)
$1,109,814
Net value change ($000)
+50,830 (4.8%)
New positions
15
Sold out positions
10
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 9,792 27.8%
TDTF 4,062 6.0%
DFSU 3,543 43.4%
AVUV 2,877 14.5%
DFIV 2,720 8.0%
DFLV 2,680 13.4%
SGOV 2,205 NEW
IJR 1,923 3.3%
RKLB 1,770 72.8%
GII 1,668 3.9%
Top Reduces (Value $000, Stocks/ETFs)
META -1,224 -10.8%
MSFT -1,022 -9.3%
PLTR -585 -11.9%
HD -502 -18.9%
AVGO -409 -5.7%
BRK-B -409 -3.2%
ORCL -396 -37.8%
VV -383 -1.8%
AAPL -322 -0.7%
COOP -322 -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