Managers / Q2 2023 · view latest →
Wealth Architects, LLC
CIK 0001611518 · 800 WEST EL CAMINO REAL SUITE 201, MOUNTAIN VIEW, CA, 94040 · 6503259044
Reported Value
$606M
Q2 2023
Positions
193
Filings on Record
31
2019–present window
Filed
Aug 2, 2023
original filing
Summary
Wealth Architects, Llc reported $606M in U.S.-listed holdings across 193 positions for Q2 2023.
Its largest position, IVV, represents 9.5% of the portfolio.
Compared with Q1 2023, the fund opened 11 new positions and exited 7.
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 — Q2 2023
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 ↗.