Managers / Q4 2021 · view latest →
Wealth Architects, LLC
CIK 0001611518 · 800 WEST EL CAMINO REAL SUITE 201, MOUNTAIN VIEW, CA, 94040 · 6503259044
Reported Value
$570M
Q4 2021
Positions
199
Filings on Record
31
2019–present window
Filed
Jan 19, 2022
original filing
Summary
Wealth Architects, Llc reported $570M in U.S.-listed holdings across 199 positions for Q4 2021.
Its largest position, IVV, represents 10.7% of the portfolio.
Compared with Q3 2021, the fund opened 24 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 244 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 240 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 235 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $984M | 226 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $906M | 229 | May 14, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2024 | $886M | 215 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $884M | 214 | Oct 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $819M | 210 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $759M | 210 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $713M | 199 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $588M | 188 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $606M | 193 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $565M | 189 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $528.6B | 179 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $478M | 173 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $512M | 182 | Jul 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $588M | 207 | May 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $570M | 199 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $515M | 185 | Nov 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $510M | 188 | Aug 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $462M | 168 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $430M | 163 | Jan 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $369M | 150 | Nov 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $357M | 144 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $288M | 126 | Apr 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $358M | 138 | Jan 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $328M | 134 | Oct 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $332M | 127 | Jul 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $321M | 140 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $278M | 127 | Jan 17, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.