Wealth Architects, LLC - Portfolio Stock Holdings
Wealth Architects, LLC disclosed 262 stock positions in a recent SEC 13F filing. $1,266,283,728 of stock holdings were filed, with the largest holdings including IVV, LRCX, and TDTF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,415,227,160 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
262Est. Stock Holding Value:
$1,266,283,728Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wealth Architects, LLC
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