Managers / Q1 2024 · view latest →
Wealth Architects, LLC
CIK 0001611518 · 800 WEST EL CAMINO REAL SUITE 201, MOUNTAIN VIEW, CA, 94040 · 6503259044
Reported Value
$759M
Q1 2024
Positions
210
Filings on Record
31
2019–present window
Filed
May 13, 2024
original filing
Summary
Wealth Architects, Llc reported $759M in U.S.-listed holdings across 210 positions for Q1 2024.
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 — Q1 2024
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 ↗.