Holdings of Wealth Architects, LLC
229 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 50 % of the equity sleeve
Sector breakdown
- Funds 13.7 %
- Technology 12.3 %
- Financials 2.2 %
- Communication 1.8 %
- Health care 1.3 %
- Industrials 1.2 %
- Consumer discretionary 0.9 %
- Consumer staples 0.8 %
- Energy 0.4 %
- Utilities 0.3 %
- Real estate 0.1 %
- Materials 0.1 %
- Unattributed 64.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.1 %
- GB 0.1 %
- ZA 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 223 | 1.1B $ | 99.82 % |
| 2 | TW | 2 | 953K $ | 0.09 % |
| 3 | GB | 2 | 654K $ | 0.06 % |
| 4 | ZA | 1 | 204K $ | 0.02 % |
| 5 | KY | 1 | 91.7K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | Southern Co/The | 2,348 | 226.6K $ | |
| 202 | iShares Core S&P Mid-Cap ETF | 3,340 | 225.6K $ | |
| 203 | iShares Core Dividend Growth ETF | 3,206 | 225K $ | |
| 204 | Edwards Lifesciences Corp | 2,804 | 224.5K $ | |
| 205 | ROBLOX Corp | 3,916 | 221.5K $ | |
| 206 | Valero Energy Corp | 894 | 220.9K $ | |
| 207 | Steel Dynamics Inc | 1,204 | 216.7K $ | |
| 208 | GSK PLC | 3,916 | 216.1K $ | |
| 209 | Union Pacific Corp | 886 | 215K $ | |
| 210 | Mondelez International Inc | 3,728 | 214.9K $ | |
| 211 | Rubrik Inc | 4,364 | 213.7K $ | |
| 212 | CME Group Inc | 718 | 212.1K $ | |
| 213 | Deere & Co | 375 | 211.2K $ | |
| 214 | CTO Realty Growth Inc | 11,391 | 210.6K $ | |
| 215 | CVS Health Corp | 2,932 | 210.6K $ | |
| 216 | Capital One Financial Corp | 1,153 | 210.3K $ | |
| 217 | McKesson Corp | 241 | 208.6K $ | |
| 218 | Avantis International Equity ETF | 2,416 | 204.9K $ | |
| 219 | iShares Core U.S. Aggregate Bond ETF | 2,060 | 204.5K $ | |
| 220 | Harmony Gold Mining Co Ltd | 13,271 | 204K $ | |
| 221 | Danaher Corp | 1,072 | 203.3K $ | |
| 222 | Cloudflare Inc | 977 | 201.6K $ | |
| 223 | Goldman Sachs BDC, Inc. | 20,615 | 183.1K $ | |
| 224 | Hercules Capital Inc | 10,736 | 158.6K $ | |
| 225 | United Microelectronics Corp | 14,981 | 134.5K $ | |
| 226 | DXC Technology Co | 10,290 | 129K $ | |
| 227 | FinVolution Group | 19,146 | 91.7K $ | |
| 228 | SOLO BRANDS INC | 18,603 | 69.9K $ | |
| 229 | Pacific Biosciences of California Inc | 48,725 | 64.3K $ | |