Wealth Architects, LLC Reduced Holdings in Q3 2025

Wealth Architects, LLC

  • $963 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-4
- 0.19%
$294.27 - $342.31 $1.18K - $1.37K
2.11K $702K
ETR
Entergy Corp

Utilities
-1
- 0.04%
$80.93 - $93.55 $80.9 - $93.6
2.72K $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-699
- 4.97%
$49.43 - $54.52 $34.6K - $38.1K
13.4K $723K
QUAD
Quad/Graphics, Inc.

Industrials
-2
- -0.0%
$5.07 - $6.77 $10.1 - $13.5
50.2K $313K
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.27%
$291.67 - $316.99 $2.33K - $2.54K
2.99K $908K
BCS
Barclays PLC

Financial Services
-693
- 2.86%
$17.88 - $21.05 $12.4K - $14.6K
23.6K $487K
MPC
Marathon Petroleum Corp

Energy
-32
- 1.87%
$158.59 - $198.69 $5.07K - $6.36K
1.68K $323K
CMA
Comerica Inc

Financial Services
-2
- 0.04%
$60.93 - $71.05 $122 - $142
4.46K $305K
IMO
Imperial Oil LTD

Energy
-144
- 2.92%
$80.03 - $95.16 $11.5K - $13.7K
4.79K $434K
MRK
Merck & Co., Inc.

Healthcare
-238
- 1.81%
$77.6 - $87.37 $18.5K - $20.8K
12.9K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.03%
$279.83 - $293.74 $280 - $294
3.98K $1.17M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-619
- 3.83%
$12.61 - $18.25 $7.81K - $11.3K
15.5K $281K
GE
General Electric CO

Industrials
-54
- 3.01%
$244.75 - $305.63 $13.2K - $16.5K
1.74K $523K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-494
- 1.62%
$42.28 - $45.71 $20.9K - $22.6K
29.9K $1.36M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.55K
- 2.6%
$23.82 - $25.84 $36.8K - $40K
57.8K $1.49M
AMAT
Applied Materials Inc

Technology
-1
- 0.03%
$156.25 - $204.95 $156 - $205
3.43K $702K
XOM
Exxon Mobil Corp

Energy
-44
- 0.26%
$105.83 - $117.22 $4.66K - $5.16K
17.1K $1.93M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-45
- 1.96%
$420.11 - $472.68 $18.9K - $21.3K
2.25K $1.05M
FSLR
First Solar, Inc.

Technology
-62
- 3.63%
$160.84 - $223.53 $9.97K - $13.9K
1.65K $362K
COOP
Mr. Cooper Group Inc.

Financial Services
-80
- 4.98%
$143.29 - $220.9 $11.5K - $17.7K
1.53K $321K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-359
- 10.31%
$224.68 - $282.71 $80.7K - $101K
3.12K $872K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 0.66%
$404.94 - $499.99 $3.24K - $4K
1.2K $582K
WEC
Wec Energy Group, Inc.

Utilities
-5
- 0.05%
$103.66 - $114.59 $518 - $573
9.69K $1.11M
GLW
Corning Inc

Technology
-246
- 5.84%
$51.6 - $82.03 $12.7K - $20.2K
3.97K $325K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-600
- 1.73%
$39.06 - $43.42 $23.4K - $26.1K
34.2K $1.48M
UNH
Unitedhealth Group Inc

Healthcare
-200
- 3.34%
$237.77 - $353.61 $47.6K - $70.7K
5.79K $2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-174
- 3.17%
$567.77 - $614.76 $98.8K - $107K
5.32K $3.26M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-200
- 0.57%
$74.73 - $80.82 $14.9K - $16.2K
34.7K $2.76M
RTX
Raytheon Technologies Corp

Industrials
-129
- 1.5%
$144.19 - $167.33 $18.6K - $21.6K
8.49K $1.42M
WELL
Welltower Inc.

Real Estate
-1
- 0.01%
$150.71 - $178.14 $151 - $178
6.91K $1.23M
EFV
Msci Eafe Value ETF

ETFs
-2.74K
- 3.29%
$62.79 - $68.42 $172K - $187K
80.4K $5.45M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.51K
- 3.99%
$72.04 - $77.35 $541K - $581K
181K $13.9M
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.17%
$184.85 - $231.54 $1.48K - $1.85K
4.69K $1.08M
JNJ
Johnson & Johnson

Healthcare
-150
- 1.94%
$155.17 - $185.42 $23.3K - $27.8K
7.57K $1.4M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-112
- 0.91%
$14.71 - $34.49 $1.65K - $3.86K
12.1K $419K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.27%
$357.4 - $423.42 $6.43K - $7.62K
6.55K $2.65M
JPM
Jpmorgan Chase & CO

Financial Services
-137
- 1.02%
$282.78 - $316.06 $38.7K - $43.3K
13.3K $4.21M
MSFT
Microsoft Corp

Technology
-221
- 1.03%
$491.09 - $535.64 $109K - $118K
21.2K $11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.04K
- 0.31%
$21.69 - $23.34 $22.5K - $24.2K
338K $7.88M
IEFA
Ishares Tr

ETFs
-5.36K
- 2.24%
$81.7 - $87.53 $438K - $469K
234K $20.4M
CAT
Caterpillar Inc

Industrials
-23
- 0.38%
$390.92 - $477.15 $8.99K - $11K
5.99K $2.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-547
- 0.92%
$134.94 - $145.86 $73.8K - $79.8K
58.9K $8.58M
GOOGL
Alphabet Inc.

Communication Services
-1.1K
- 8.68%
$174.36 - $254.72 $191K - $279K
11.5K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 1.35%
$293.94 - $444.72 $23.8K - $36K
5.94K $2.64M
NVDA
Nvidia Corp

Technology
-840
- 2.67%
$153.3 - $186.58 $129K - $157K
30.6K $5.71M
GII
Spdr S&P Global Infrasture ETF

ETFs
-6.73K
- 1.07%
$66.35 - $69.9 $447K - $470K
622K $43.3M
VB
Vanguard Small Cap ETF

ETFs
-527
- 0.83%
$237.58 - $259.17 $125K - $137K
62.6K $15.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.2K
- 2.36%
$41.91 - $44.87 $722K - $773K
714K $31.9M
PLTR
Palantir Technologies Inc.

Technology
-1.58K
- 5.55%
$130.68 - $186.97 $207K - $296K
26.9K $4.91M
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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