Wealth Architects, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1611518
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.3B
Holdings
248
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wealth Architects, LLC disclosed 248 positions worth $1.3B in its Form 13F-HR for Q2 2026, followed by $LRCX. During the quarter the fund opened 18 new positions and exited 14 — including a new stake in $SNDK and a full exit from $ALAB. The portfolio is most concentrated in Other (73.6% of disclosed assets). All figures are sourced directly from Wealth Architects, LLC’s Form 13F-HR filing with the SEC under CIK 1611518.
AI Fund Analysis
DiversifyingISHARES CORE S&P 500 ETF -
6.8% weight
Held 10 quarters
$LRCX6.1% weight
Held 7 quarters
FLEXSHARES IBOXX 5YR TARGE
6.1% weight
Held 10 quarters
ISHARES CORE S&P SMALL CAP
5.9% weight
Held 10 quarters
VANGUARD DIVIDEND APPRECIA
4.8% weight
Held 10 quarters
ISHARES ULTRA SHORT-TERM B
8 quarters accumulating
FLEXSHARES IBOXX 5YR TARGE
4 quarters accumulating
$DOV4 quarters accumulating
ISHARES ESG AWARE MSCI EAF
4 quarters accumulating
DIMENSIONL GLOBAL REAL EST
4 quarters accumulating
Sector Allocation
OtherIndustrialsTechnologyFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - CORE S&P500 ETF
—Quality
$86.5M115,487 sh- 79.4#38
Quality
$77.2M178,222 sh FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF - IBOXX 5YR TRGT
—Quality
$77.2M3,248,687 shISHARES CORE S&P SMALL CAP ETF - CORE S&P SCP ETF
—Quality
$74.9M505,346 shVANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF
—Quality
$60.8M256,927 shSPDR S&P GLOBAL INFRASTRUCTURE ETF - ST STR INFRA ETF
—Quality
$49.7M656,485 shVANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT
—Quality
$47.9M672,455 sh- 76.4
Quality
$44.3M153,166 sh DFA INTERNATIONAL VALUE ETF - INTERNATNAL VAL
—Quality
$38.2M707,134 shDFA TAX-MANAGED US MARKETWIDE VALUE II - US MKTWIDE VALUE
—Quality
$37.4M679,197 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - CORE S&P500 ETF | — | $86.5M | 115,487 |
| LAM RESEARCH CORP$LRCX | 79.4#38 | $77.2M | 178,222 |
| FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF - IBOXX 5YR TRGT | — | $77.2M | 3,248,687 |
| ISHARES CORE S&P SMALL CAP ETF - CORE S&P SCP ETF | — | $74.9M | 505,346 |
| VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | — | $60.8M | 256,927 |
| SPDR S&P GLOBAL INFRASTRUCTURE ETF - ST STR INFRA ETF | — | $49.7M | 656,485 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | — | $47.9M | 672,455 |
 Apple Inc.$AAPL | 76.4 | $44.3M | 153,166 |
| DFA INTERNATIONAL VALUE ETF - INTERNATNAL VAL | — | $38.2M | 707,134 |
| DFA TAX-MANAGED US MARKETWIDE VALUE II - US MKTWIDE VALUE | — | $37.4M | 679,197 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Architects, LLC's 248 positions.
Showing top 10 of 248 holdings.
Sector Allocation
Other
$932.2M
Industrials
$124.3M
Technology
$122.3M
Financials
$33.5M
Healthcare
$20.9M
Consumer Discretionary
$11.7M
Consumer Staples
$5.6M
Energy
$5.2M
Top Holdings — Wealth Architects, LLC (Q2 2026)
Top 150 of 248 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - CORE S&P500 ETF | $86.5M | 6.8% | -0% | — |
| 2 | $LRCX | LAM RESEARCH CORP | $77.2M | 6.1% | -32% | 79.4 |
| 3 | — | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF - IBOXX 5YR TRGT | $77.2M | 6.1% | +4% | — |
| 4 | — | ISHARES CORE S&P SMALL CAP ETF - CORE S&P SCP ETF | $74.9M | 5.9% | -0% | — |
| 5 | — | VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | $60.8M | 4.8% | +2% | — |
| 6 | — | SPDR S&P GLOBAL INFRASTRUCTURE ETF - ST STR INFRA ETF | $49.7M | 3.9% | +1% | — |
| 7 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | $47.9M | 3.8% | -20% | — |
| 8 | $AAPL | Apple Inc. | $44.3M | 3.5% | -1% | 76.4 |
| 9 | — | DFA INTERNATIONAL VALUE ETF - INTERNATNAL VAL | $38.2M | 3.0% | -3% | — |
| 10 | — | DFA TAX-MANAGED US MARKETWIDE VALUE II - US MKTWIDE VALUE | $37.4M | 3.0% | -3% | — |
| 11 | — | VANGUARD VALUE ETF - VALUE ETF | $31.4M | 2.5% | -1% | — |
| 12 | — | VANGUARD SMALL CAP VALUE ETF - SM CP VAL ETF | $31.4M | 2.5% | -2% | — |
| 13 | — | AVANTIS US SMALL CAP VALUE ETF - US SML CP VALU | $27.5M | 2.2% | -1% | — |
| 14 | — | DIMENSIONAL US LARGE CAP VALUE ETF - US LARG VALU ETF | $27.2M | 2.1% | -1% | — |
| 15 | $DOV | DOVER Corp | $26.7M | 2.1% | +0% | 58.1 |
| 16 | — | VANGUARD LARGE-CAP ETF - LARGE CAP ETF | $21.7M | 1.7% | -2% | — |
| 17 | — | ISHARES CORE MSCI EAFE - CORE MSCI EAFE | $21.5M | 1.7% | -1% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $20.6M | 1.6% | +1% | — |
| 19 | — | AVANTIS INTERNATNL SML CP VL ETF - INTL SMCP VLU | $20.0M | 1.6% | -2% | — |
| 20 | — | VANGUARD SMALL-CAP ETF - SMALL CP ETF | $17.9M | 1.4% | -3% | — |
| 21 | — | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF - INTL HIGH PROFIT | $16.7M | 1.3% | +190% | — |
| 22 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ESG AWARE MSCI | $15.5M | 1.2% | -2% | — |
| 23 | — | ISHARES S&P SMALLCAP600 VALUE INDEX - SP SMCP600VL ETF | $14.9M | 1.2% | -1% | — |
| 24 | — | ISHARES MSCI EAFE SMALL CAP INDEX - EAFE SML CP ETF | $14.1M | 1.1% | -2% | — |
| 25 | — | ISHARES ESG AWARE MSCI EAFE ETF - ESG AW MSCI EAFE | $13.6M | 1.1% | +1% | — |
| 26 | — | DFA US SUSTAINABILITY CORE 1 ETF - US SUSTAINABILTY | $12.5M | 1.0% | +0% | — |
| 27 | — | ISHARES ESG MSCI USA ETF - ESG AWR MSCI USA | $11.4M | 0.9% | -0% | — |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.8M | 0.8% | +1% | 73.8 |
| 29 | — | SCHWAB INTERNATIONAL EQUITY ETF - INTL EQTY ETF | $9.2M | 0.7% | -1% | — |
| 30 |  $META | Meta Platforms, Inc. | $9.0M | 0.7% | +5% | 79.6 |
| 31 | — | DIMENSIONL GLOBAL REAL ESTATE ETF - GLOBAL REAL EST | $8.2M | 0.7% | +6% | — |
| 32 |  $MSFT | MICROSOFT CORP | $7.9M | 0.6% | +2% | 79.8 |
| 33 | — | DIMENSNL EMG MRKT SUS CORE 1 ETF - EMER MARK SU ETF | $7.6M | 0.6% | -1% | — |
| 34 | — | DFA US CORE EQUITY 2 ETF - US COR EQU 2 ETF | $7.6M | 0.6% | +4% | — |
| 35 | — | VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT | $7.5M | 0.6% | +8% | — |
| 36 |  $GOOGL | Alphabet Inc. | $6.9M | 0.6% | +4% | 78.2 |
| 37 | — | DFA INTL SUSTAINABILITY CORE 1 ETF - INTERNATIONAL | $6.9M | 0.6% | +1% | — |
| 38 |  $AVGO | Broadcom Inc. | $6.5M | 0.5% | -13% | 84.5 |
| 39 |  $NVDA | NVIDIA CORP | $6.0M | 0.5% | +10% | 85.9 |
| 40 |  $RKLB | Rocket Lab Corp | $6.0M | 0.5% | +0% | 39.9 |
| 41 | — | ISHARES ULTRA SHORT-TERM BOND ETF - ULTRA SHORT DUR | $5.8M | 0.5% | +6% | — |
| 42 |  $CAT | CATERPILLAR INC | $5.5M | 0.4% | -10% | 66.5 |
| 43 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHS | $5.5M | 0.4% | +43% | — |
| 44 | — | ISHARES MSCI EAFE VALUE INDEX - EAFE VALUE ETF | $5.3M | 0.4% | -3% | — |
| 45 | — | SCHWAB US SMALL CAP ETF - US SML CAP ETF | $5.1M | 0.4% | -0% | — |
| 46 | — | DFA WORLD EX US CORE ETF - WORLD EX US CORE | $5.1M | 0.4% | +3% | — |
| 47 | — | ISHARES ESG US AGGREGATE BOND ETF - ESG AWR US AGRGT | $5.0M | 0.4% | -9% | — |
| 48 |  $AMZN | AMAZON COM INC | $4.5M | 0.3% | +6% | 68.7 |
| 49 |  $MMM | 3M CO | $4.4M | 0.3% | +1611% | 64.9 |
| 50 | $META | Meta Platforms, Inc. | $4.4M | 0.3% | +5% | 79.6 |
| 51 |  $JPM | JPMORGAN CHASE & CO | $4.2M | 0.3% | -1% | 70.7 |
| 52 |  $INTC | INTEL CORP | $4.1M | 0.3% | +1% | 45.6 |
| 53 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND - SHRT NAT MUN ETF | $3.8M | 0.3% | +3% | — |
| 54 |  $GOOG | Alphabet Inc. | $3.7M | 0.3% | +0% | 78.2 |
| 55 | — | VANGUARD TOTAL BOND MARKET ETF - TOTAL BND MRKT | $3.7M | 0.3% | -9% | — |
| 56 |  $LLY | ELI LILLY & Co | $3.6M | 0.3% | +4% | 87.5 |
| 57 | — | PROSHARES DJ BROOKFIELD GLOBAL INFRA - DJ BRKFLD GLB | $3.3M | 0.3% | -0% | — |
| 58 | — | ISHARES TR RUSSELL2000 VALUE INDEXFD - RUS 2000 VAL ETF | $3.3M | 0.3% | +0% | — |
| 59 |  $MU | MICRON TECHNOLOGY INC | $3.2M | 0.3% | +8% | 86.2 |
| 60 | — | FLEXSHARES STOXX GLOBAL BROAD INFRAS ETF - STOXX GLOBR INF | $2.8M | 0.2% | -4% | — |
| 61 |  $PLTR | Palantir Technologies Inc. | $2.7M | 0.2% | -4% | 84.6 |
| 62 |  $KLAC | KLA CORP | $2.7M | 0.2% | +886% | 78.6 |
| 63 |  $WT | WisdomTree, Inc. | $2.7M | 0.2% | -1% | 59.9 |
| 64 | — | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX - GLB INFRASTR ETF | $2.5M | 0.2% | -2% | — |
| 65 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.2% | -4% | 72.3 |
| 66 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.2% | -0% | 62.7 |
| 67 | — | ISHARES RUSSELL 3000 INDEX FD - RUSSELL 3000 ETF | $2.3M | 0.2% | +0% | — |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $2.3M | 0.2% | +1% | 57.9 |
| 69 |  $TSLA | Tesla, Inc. | $2.3M | 0.2% | -6% | 53.9 |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.2% | -15% | 70.3 |
| 71 | — | TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $2.2M | 0.2% | +0% | — |
| 72 |  $WMT | Walmart Inc. | $2.2M | 0.2% | -1% | 60.2 |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 0.2% | +15% | — |
| 74 |  $HD | HOME DEPOT, INC. | $2.1M | 0.2% | -3% | 60.3 |
| 75 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 0.2% | +3% | 69 |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.2% | -28% | 79.8 |
| 77 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.2% | +3% | 64.6 |
| 78 | — | ISHARES TR RUSSELL 2000INDEX FD - RUSSELL 2000 ETF | $2.0M | 0.2% | -13% | — |
| 79 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.8M | 0.1% | -1% | — |
| 80 |  $MRK | Merck & Co., Inc. | $1.8M | 0.1% | +2% | 59.9 |
| 81 | — | SCHWAB US BROAD MARKET ETF - US BRD MKT ETF | $1.7M | 0.1% | +0% | — |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.1% | -0% | 67.6 |
| 83 |  $RTX | RTX Corp | $1.6M | 0.1% | +1% | 73.2 |
| 84 |  $WELL | WELLTOWER INC. | $1.6M | 0.1% | +0% | 59.8 |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 86 | — | ISHARES 0 TO 3 MNTH TREASURY BND ETF - 0-3 MTH TREASURY | $1.5M | 0.1% | -29% | — |
| 87 |  $TXN | TEXAS INSTRUMENTS INC | $1.4M | 0.1% | +0% | 73.4 |
| 88 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - INTL SCEQT ETF | $1.4M | 0.1% | +0% | — |
| 89 | — | VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF - SMLCP 600 VAL | $1.4M | 0.1% | +0% | — |
| 90 |  $PM | Philip Morris International Inc. | $1.4M | 0.1% | -1% | 75.9 |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.1% | +2% | 70 |
| 92 | — | PROSHARES ULTRAPRO QQQ - ULTRAPRO QQQ | $1.3M | 0.1% | -7% | — |
| 93 | — | VANGUARD TOTAL INTL BOND INDEX ETF - TOTAL INT BD ETF | $1.3M | 0.1% | +87% | — |
| 94 | — | VANGUARD MID CAP ETF - MID CAP ETF | $1.3M | 0.1% | +298% | — |
| 95 | — | ISHARES TR RUSSELL 1000 INDEX FD - RUS 1000 ETF | $1.3M | 0.1% | +0% | — |
| 96 | — | VANGUARD GROWTH ETF - GROWTH ETF | $1.2M | 0.1% | +502% | — |
| 97 | — | SCHWAB US LARGE-CAP GROWTH - US LCAP GR ETF | $1.2M | 0.1% | +12% | — |
| 98 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | -6% | 72.6 |
| 99 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | -0% | 66.2 |
| 100 |  $ELV | Elevance Health, Inc. | $1.2M | 0.1% | +1% | 59 |
| 101 | — | VANGUARD INTL EQUITY INDEXFD INC FTSE ALL- - ALLWRLD EX US | $1.2M | 0.1% | -0% | — |
| 102 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.1% | -1% | — |
| 103 |  $MFC | MANULIFE FINANCIAL CORP | $1.1M | 0.1% | +0% | — |
| 104 |  $WEC | WEC ENERGY GROUP, INC. | $1.1M | 0.1% | +0% | 60.1 |
| 105 | — | JPMORGAN SUSTAINABLE MUNI INCOME ETF - SUST MUNI IN ETF | $1.1M | 0.1% | +2% | — |
| 106 | — | AVANTIS US LARGE CAP VALUE ETF - US LARGE CAP VLU | $1.1M | 0.1% | +0% | — |
| 107 | — | ISHARES TR RUSSELL 1000GROWTH INDEX FD - RUS 1000 GRW ETF | $1.1M | 0.1% | +300% | — |
| 108 | — | VANGUARD TOTAL INTL STOCK ETF - VG TL INTL STK F | $1.1M | 0.1% | +2% | — |
| 109 | — | ISHARES ALL-COUNTRY WORLD INTERNATIONAL - MSCI ACWI ETF | $1.0M | 0.1% | -3% | — |
| 110 |  $MGRC | MCGRATH RENTCORP | $1.0M | 0.1% | +0% | 59.5 |
| 111 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $998,416 | 0.1% | +0% | 38.7 |
| 112 |  $V | VISA INC. | $993,282 | 0.1% | -4% | 82.9 |
| 113 |  $SNOW | Snowflake Inc. | $984,915 | 0.1% | -49% | 54.9 |
| 114 | — | FLEXSHARES MSTAR EM FACTOR TILT ETF - MSTAR EMKT FAC | $984,778 | 0.1% | -7% | — |
| 115 |  $KMI | KINDER MORGAN, INC. | $969,586 | 0.1% | +0% | 71.3 |
| 116 |  $CVX | CHEVRON CORP | $940,666 | 0.1% | -1% | 62.8 |
| 117 | — | SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL - ST STR BLO 1 ETF | $916,736 | 0.1% | +1% | — |
| 118 |  $BLK | BlackRock, Inc. | $911,559 | 0.1% | +0% | 70 |
| 119 |  $GLW | CORNING INC /NY | $900,391 | 0.1% | -7% | 73.7 |
| 120 |  $MRVL | Marvell Technology, Inc. | $854,646 | 0.1% | -3% | 76.5 |
| 121 | — | DFA INT'L CORE EQUITY ETF - INTL CORE EQT MK | $836,662 | 0.1% | +8% | — |
| 122 |  $MCD | MCDONALDS CORP | $814,987 | 0.1% | +1% | 69 |
| 123 | — | VANGUARD EXTENDED MARKET IDX - EXTEND MKT ETF | $808,716 | 0.1% | -0% | — |
| 124 | — | ISHARES CORE MSCI EMERGING MARKETS - CORE MSCI EMKT | $803,861 | 0.1% | -0% | — |
| 125 |  $NFLX | NETFLIX INC | $752,699 | 0.1% | +136% | 78.8 |
| 126 |  $MO | ALTRIA GROUP, INC. | $750,724 | 0.1% | -0% | 67.4 |
| 127 | — | VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | $747,286 | 0.1% | -2% | — |
| 128 |  $ADP | AUTOMATIC DATA PROCESSING INC | $716,381 | 0.1% | +3% | 69.8 |
| 129 |  $AXP | AMERICAN EXPRESS CO | $701,549 | 0.1% | -1% | 69.4 |
| 130 |  $IVZ | Invesco Ltd. | $687,487 | 0.1% | +1% | — |
| 131 |  $MA | Mastercard Inc | $674,259 | 0.1% | +2% | 85.1 |
| 132 |  $GE | GENERAL ELECTRIC CO | $655,585 | 0.1% | -0% | 73.8 |
| 133 |  $WFC | WELLS FARGO & COMPANY/MN | $655,220 | 0.1% | -3% | 61.8 |
| 134 |  $ED | CONSOLIDATED EDISON INC | $630,893 | 0.1% | +0% | 67.3 |
| 135 |  $ETN | Eaton Corp plc | $564,609 | 0.0% | -5% | — |
| 136 |  $GEV | GE Vernova Inc. | $551,449 | 0.0% | +2% | 81.1 |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $546,771 | 0.0% | -2% | 65.1 |
| 138 |  $STX | Seagate Technology Holdings plc | $546,190 | 0.0% | -7% | — |
| 139 |  $MOH | MOLINA HEALTHCARE, INC. | $541,562 | 0.0% | +0% | 56.5 |
| 140 |  $BCS | BARCLAYS PLC | $534,675 | 0.0% | -4% | — |
| 141 | — | NUSHARES ESG INTL DEV MKTS EQ ETF - NUVEEN ESG INTL | $530,108 | 0.0% | -0% | — |
| 142 |  $AWK | American Water Works Company, Inc. | $528,162 | 0.0% | +6% | 58.1 |
| 143 | — | FINANCIAL SELECT SECTOR SPDR - ST STR FINL ETF | $521,411 | 0.0% | -2% | — |
| 144 |  $VZ | VERIZON COMMUNICATIONS INC | $515,254 | 0.0% | -3% | 65.8 |
| 145 |  $GILD | GILEAD SCIENCES, INC. | $505,360 | 0.0% | +1% | 57.4 |
| 146 |  $AMGN | AMGEN INC | $503,035 | 0.0% | -4% | 79.2 |
| 147 |  $ABT | ABBOTT LABORATORIES | $502,778 | 0.0% | -7% | 65.5 |
| 148 |  $KO | COCA COLA CO | $501,037 | 0.0% | +1% | 69.5 |
| 149 | — | FLEXSHARES MSTAR DEVMKTS FACTOR TILT ETF - M STAR DEV MKT | $497,005 | 0.0% | -3% | — |
| 150 | — | ISHARES TR RUSSELL 2000GROWTH INDEX FD - RUS 2000 GRW ETF | $483,157 | 0.0% | +69% | — |
New Positions (18)
$SNDK Sandisk Corp$445,651
$PANW Palo Alto Networks Inc$418,773
$DELL Dell Technologies Inc.$348,726
$SIMO Silicon Motion Technology CORP$329,330
$BE Bloom Energy Corp$318,883
$ARM ARM HOLDINGS PLC /UK$310,958
$HPE Hewlett Packard Enterprise Co$283,832
$QCOM QUALCOMM INC/DE$274,239
$ANET Arista Networks, Inc.$264,163 SCHWAB FUNDAMENTAL US LARGE COMPANY ETF - FUNDAMENTAL US L$250,292
$DAL DELTA AIR LINES, INC.$246,513
$SOLV Solventum Corp$231,759
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$231,515 VANGUARD FINANCIALS ETF - FINANCIALS ETF$213,850
ISHARES S&P MIDCAP 400 VALUE INDEX - S&P MC 400VL ETF$205,197
Exited Positions (14)
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AI-Powered Hedge Fund Analysis: Wealth Architects, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Wealth Architects, LLC (SEC CIK: 1611518), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Wealth Architects, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.