Wealth Architects, LLC
SEC Form 13F institutional filer · CIK 0001611518
13F-HR · 130 reported holdings · 2026-03-31
Reported long-US-equity value
$0.48B
Top-10 concentration
72.7%
Wealth Architects, LLC — $479M AUM allocation strategy
Wealth Architects, LLC files SEC Form 13F and reports $479M of long US equity value across 130 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.5%, followed by Financials 9.3% and Communication Services 3.0%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wealth Architects, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$479M
total across 130 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +2.19K sh · +$290K+$CMCSA +1.36K sh · +$30.6K+$GOOGL +862 sh · −$239K
Biggest trims (shares)
−$AAPL −10K sh · −$5.51M−$AMD −3.83K sh · −$873K−$BRK.B −3.25K sh · −$2.13M
Exited to nil (held last quarter, gone now)
$QCOM ($350K last qtr)$SOLV ($303K last qtr)$NKE ($244K last qtr)$PFE ($219K last qtr)$ISRG ($217K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductor Materials & Equipment11.7%—
- Technology Hardware, Storage & Peripherals8.1%—
- Investment Banking & Brokerage3.5%—
- Interactive Media & Services3.0%—
- Asset Management & Custody Banks2.9%—
- Semiconductors2.2%—
- Multi-Sector Holdings2.2%—
- Systems Software1.6%—
- Other holdings64.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LRCX | Lam Research Corporation | 263K | $56.2M | -30 | 11.7% |
| $AAPL | Apple Inc | 154K | $39.1M | -10K | 8.2% |
| $SCHW | Charles Schwab Corporation | 611K | $16.6M | +2.19K | 3.5% |
| $BLK | BlackRock Inc | 111K | $14M | -231 | 2.9% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 21.3K | $10.2M | -3.25K | 2.1% |
| $META | Meta Platforms Inc | 15.3K | $8.76M | +35 | 1.8% |
…and 124 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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