Wealth Architects, LLC Purchases in Q3 2025

Wealth Architects, LLC

  • $963 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
217
+ 5.92%
$135.05 - $147.0 $29.3K - $31.9K
3.88K $540K
MRVL
Marvell Technology, Inc.

Technology
35
+ 0.82%
$62.31 - $84.07 $2.18K - $2.94K
4.31K $361K
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.4%
$51.78 - $57.89 $1.04K - $1.16K
4.98K $286K
SONY
Sony Group Corp

Technology
3
+ 0.03%
$23.92 - $30.07 $71.8 - $90.2
8.87K $255K
VZ
Verizon Communications Inc

Communication Services
274
+ 2.23%
$40.84 - $45.06 $11.2K - $12.3K
12.6K $551K
CWT
California Water Service Group

Utilities
287
+ 4.13%
$44.32 - $47.59 $12.7K - $13.7K
7.24K $332K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.89%
$250.62 - $279.43 $2.76K - $3.07K
1.25K $349K
FDX
Fedex Corp

Industrials
17
+ 1.79%
$217.1 - $243.2 $3.69K - $4.13K
967 $228K
AFL
Aflac Inc

Financial Services
1
+ 0.05%
$98.09 - $111.7 $98.1 - $112
2.17K $242K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.01%
$113.6 - $127.77 $114 - $128
8.4K $985K
ABC
Amerisourcebergen Corp

Healthcare
8
+ 0.51%
N/A
1.58K $292K
DFSE
Dimensional ETF Tr Dimen Emrgn
4.67K
+ 3.29%
N/A
146K $0
Dimensional ETF Trust
30.7K
+ 5.33%
N/A
606K $0
Dimensional ETF Trust
12.5K
+ 5.64%
N/A
234K $0
Lam Research Corp
106
+ 0.04%
N/A
263K $0
T
At&T Inc.

Communication Services
314
+ 2.63%
$26.94 - $29.62 $8.46K - $9.3K
12.3K $346K
DFSI
Dimensional ETF Tr Dimen Intl
13K
+ 11.64%
N/A
124K $0
Rocket Lab Corp
11.3K
+ 28.63%
N/A
50.8K $0
Blackrock Inc
2
+ 0.2%
N/A
1.01K $0
J P Morgan Exchange Traded F
508
+ 2.54%
N/A
20.5K $0
EW
Edwards Lifesciences Corp

Healthcare
6
+ 0.21%
$73.75 - $81.83 $443 - $491
2.84K $220K
NKE
Nike, Inc.

Consumer Cyclical
24
+ 0.64%
$69.24 - $79.24 $1.66K - $1.9K
3.79K $264K
WM
Waste Management Inc

Industrials
2
+ 0.12%
$213.88 - $237.1 $428 - $474
1.66K $366K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 1.36%
$932.44 - $1059.49 $2.8K - $3.18K
223 $212K
LLY
Eli Lilly & CO

Healthcare
35
+ 1.27%
$625.65 - $812.69 $21.9K - $28.4K
2.78K $2.12M
KO
Coca Cola CO

Consumer Defensive
60
+ 0.99%
$65.67 - $71.67 $3.94K - $4.3K
6.09K $403K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.59%
$484.94 - $564.15 $1.94K - $2.26K
685 $333K
KMI
Kinder Morgan, Inc.

Energy
226
+ 0.75%
$26.23 - $28.5 $5.93K - $6.44K
30.5K $864K
ABNB
Airbnb, Inc.

Consumer Cyclical
7
+ 0.24%
$118.3 - $142.16 $828 - $995
2.9K $351K
ADP
Automatic Data Processing Inc

Industrials
59
+ 1.8%
$288.69 - $310.94 $17K - $18.3K
3.34K $980K
ADBE
Adobe Inc.

Technology
1
+ 0.09%
$333.65 - $392.1 $334 - $392
1.1K $386K
MOH
Molina Healthcare, Inc.

Healthcare
32
+ 1.46%
$152.31 - $306.29 $4.87K - $9.8K
2.22K $425K
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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