Wealth Architects, LLC

Q2 2026 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
248
Total value ($000)
$1,266,297
Net value change ($000)
+144,413 (12.9%)
New positions
18
Sold out positions
15
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 20,985 37.3%
IJR 12,046 19.2%
DIHP 11,278 206.7%
IVV 10,913 14.4%
VIG 6,759 12.5%
AAPL 5,207 13.3%
MMM 4,184 1811.3%
DFUV 3,427 10.1%
VT 3,230 13.8%
SPY 2,853 16.1%
Top Reduces (Value $000, Stocks/ETFs)
VEA -5,636 -10.5%
BSV -4,170 -100.0%
PLTR -823 -23.1%
SGOV -596 -28.9%
ALAB -559 -100.0%
XOM -527 -18.7%
EAGG -518 -9.4%
BND -383 -9.5%
INTU -340 -100.0%
T -261 -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