Wealth Architects, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $827 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $72.4M, Flexshares Tr Iboxx 5 Yr Targe with a value of $58.5M, Ishares Core S&P Sm Cap ETF with a value of $54.8M, Vanguard Ftse Developed Market with a value of $46.1M, and Vanguard Dividend Appreciation with a value of $44.8M.
Examining the 13F form we can see an decrease of $20.5M in the current position value, from $848M to 827M.
Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$827 Million
ETFs: $664 Million
Technology: $76.7 Million
Financial Services: $21.8 Million
Communication Services: $16.8 Million
Healthcare: $13.7 Million
Consumer Cyclical: $10 Million
Industrials: $7.58 Million
Consumer Defensive: $6.62 Million
Other: $6.26 Million
Stock Holdings Table Market Cap. of $200 Billions or more
