Wealth Architects, LLC
All 13F Filings
- Location
- Mountain View, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,121,884
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 276.7 K | 24.7% | 0 | 400.1 K | -400.1 K |
| ETFs | 845.2 K | 75.3% | 416.6 K | 0 | 416.6 K |
| Debt | 0 | 0.0% | 0 | 4.214 K | -4.214 K |
| Other | 0 | 0.0% | 0 | 222 | -222 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,121,884
Holdings
244
QoQ value change ($000)
12,070
(1.1%)
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.