Wealth Architects, LLC

Q1 2026 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
244
Total value ($000)
$1,121,884
Net value change ($000)
+12,070 (1.1%)
New positions
19
Sold out positions
14
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 11,177 24.8%
DIHP 5,457 NEW
GII 4,651 10.3%
BSV 4,170 NEW
TDTF 3,430 4.8%
IJR 3,224 5.4%
DFLV 2,255 10.0%
AVUV 1,950 8.6%
DFIV 1,709 4.7%
AVDV 1,054 5.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -5,507 -12.3%
VEA -4,276 -7.4%
IVV -3,355 -4.3%
MSFT -2,318 -23.3%
BRK-B -2,132 -17.3%
VV -1,769 -8.4%
META -1,324 -13.1%
NVDA -882 -15.6%
AMD -873 -46.6%
PLTR -755 -17.5%
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