Wealth Architects, LLC
All 13F Filings
- Location
- Mountain View, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,266,297
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 248 | 1,266,297 | 13F-HR | Wealth Architects, LLC |
| Q1 2026 | 5/15/2026 | 244 | 1,121,884 | 13F-HR | Wealth Architects, LLC |
| Q4 2025 | 2/17/2026 | 240 | 1,109,814 | 13F-HR | Wealth Architects, LLC |
| Q3 2025 | 11/13/2025 | 235 | 1,058,984 | 13F-HR | Wealth Architects, LLC |
| Q2 2025 | 7/25/2025 | 226 | 984,369 | 13F-HR | Wealth Architects, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 337.8 K | 26.7% | 61.06 K | 0 | 61.06 K |
| ETFs | 924.2 K | 73.0% | 79 K | 0 | 79 K |
| Debt | 4.357 K | 0.3% | 4.357 K | 0 | 4.357 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,266,297
Holdings
248
QoQ value change ($000)
144,413
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.