Wealth Architects, LLC

Q3 2026 13F-HR Holdings

Location
Mountain View, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
261
Total value ($000)
$1,269,962
Net value change ($000)
+3,665 (0.3%)
New positions
24
Sold out positions
11
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HPE 5,321 1873.6%
DIHP 4,670 27.9%
TDTF 3,319 4.3%
DFLV 3,205 11.8%
AAPL 2,787 6.3%
MMM 2,780 63.0%
XOM 2,761 NEW
DFIV 2,586 6.8%
MSFT 2,517 32.0%
META 2,160 23.9%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -18,597 -24.1%
IJR -5,362 -7.2%
VEA -3,947 -8.2%
XOM -2,298 -100.0%
RKLB -1,961 -32.8%
VBR -1,853 -5.9%
GII -1,529 -3.1%
VB -1,295 -7.2%
CAT -1,291 -23.3%
SGOV -1,266 -86.3%
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