Holdings
Wealth Architects, LLC
As of Jun 30, 2026, Wealth Architects, LLC reported 139 positions worth US$296M. Largest: Lam Research Corporation, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 178K | US$77.2M | −85,020 | Jun 30, 2026 |
| Apple Inc | 153K | US$44.3M | −948 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 24,527 | US$12.3M | +280 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 29,769 | US$10.6M | +596 | Jun 30, 2026 |
| Meta Platforms, Inc. | 16,064 | US$9.05M | +749 | Jun 30, 2026 |
| Microsoft Corp. | 21,111 | US$7.87M | +488 | Jun 30, 2026 |
| Broadcom Inc. | 17,172 | US$6.49M | −2,591 | Jun 30, 2026 |
| Nvidia Corporation | 30,055 | US$6.01M | +2,686 | Jun 30, 2026 |
| Rocket Lab Corporation | 58,728 | US$5.97M | +15 | Jun 30, 2026 |
| Caterpillar, Inc. | 5,202 | US$5.54M | −586 | Jun 30, 2026 |