Wealth Architects, LLC reported 148 positions worth $297.80M for the quarter ended Jun 30, 2026, up 23.3% on the prior quarter. It opened 14 new positions, added to 61, trimmed 65 and exited 12. Its largest holding is Lam Research Corp at 25.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MMM 3M Co | +25.7K | +1,610.6% | $4.16M | 1.48% |
| NVDA Nvidia Corp | +2,686 | +9.8% | $537.46K | 2.02% |
| NFLX Netflix Inc | +6,070 | +135.7% | $433.40K | 0.253% |
| META Meta Platforms, Inc. | +749 | +4.9% | $421.91K | 3.04% |
| PANW Palo Alto Networks Inc | +1,228 | – | $418.77K | 0.141% |
| DELL Dell Technologies Inc. | +808 | – | $348.73K | 0.117% |
| SIMO Silicon Motion Technology CORP | +988 | – | $329.33K | 0.111% |
| BE Bloom Energy Corp | +1,053 | – | $318.88K | 0.107% |
| ARM Arm Holdings Plc | +877 | – | $310.96K | 0.104% |
| HPE Hewlett Packard Enterprise Co | +6,292 | – | $283.83K | 0.095% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -85.0K | -32.3% | $36.84M | 25.93% |
| AVGO Broadcom Inc. | -2,591 | -13.1% | $978.80K | 2.18% |
| SNOW Snowflake Inc. | -3,756 | -49.3% | $955.90K | 0.331% |
| AMD Advanced Micro Devices Inc | -1,381 | -28.1% | $802.24K | 0.69% |
| CAT Caterpillar Inc | -586 | -10.1% | $624.13K | 1.86% |
| ALAB Astera Labs, Inc. | -5,096 | -100.0% | $558.52K | Exited |
| CSCO Cisco Systems, Inc. | -3,483 | -15.3% | $409.13K | 0.761% |
| INTU Intuit Inc. | -787 | -100.0% | $340.28K | Exited |
| AAPL Apple Inc. | -948 | -0.6% | $274.31K | 14.88% |
| T At&T Inc. | -9,004 | -100.0% | $261.03K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PANW Palo Alto Networks Inc | +1,228 | $418.77K | 0.141% |
| DELL Dell Technologies Inc. | +808 | $348.73K | 0.117% |
| SIMO Silicon Motion Technology CORP | +988 | $329.33K | 0.111% |
| BE Bloom Energy Corp | +1,053 | $318.88K | 0.107% |
| ARM Arm Holdings Plc | +877 | $310.96K | 0.104% |
| HPE Hewlett Packard Enterprise Co | +6,292 | $283.83K | 0.095% |
| QCOM Qualcomm Inc | +1,484 | $274.24K | 0.092% |
| ANET Arista Networks, Inc. | +1,555 | $264.16K | 0.089% |
| DAL Delta Air Lines, Inc. | +2,632 | $246.51K | 0.083% |
| SOLV Solventum Corp | +3,004 | $231.76K | 0.078% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ALAB Astera Labs, Inc. | -5,096 | $558.52K | 0.231% |
| INTU Intuit Inc. | -787 | $340.28K | 0.141% |
| T At&T Inc. | -9,004 | $261.03K | 0.108% |
| PVH Pvh Corp. | -3,293 | $229.72K | 0.095% |
| CRM Salesforce, Inc. | -1,227 | $229.06K | 0.095% |
| ADBE Adobe Inc. | -941 | $228.74K | 0.095% |
| RBLX Roblox Corp | -3,916 | $221.49K | 0.092% |
| RBRK Rubrik, Inc. | -4,364 | $213.71K | 0.089% |
| CME Cme Group Inc. | -718 | $212.06K | 0.088% |
| MCK Mckesson Corp | -241 | $208.55K | 0.086% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LRCX Lam Research Corp | Technology | 178.2K | $77.23M | 25.93% | -85.0K | -32.3% | Reduced | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 153.2K | $44.32M | 14.88% | -948 | -0.6% | Reduced | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 21.5K | $10.78M | 3.62% | +284 | +1.3% | Added | 0% |
| 4 | META Meta Platforms, Inc. | Technology | 16.1K | $9.05M | 3.04% | +749 | +4.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 21.1K | $7.87M | 2.64% | +488 | +2.4% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 19.7K | $6.94M | 2.33% | +745 | +3.9% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 17.2K | $6.49M | 2.18% | -2,591 | -13.1% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 30.1K | $6.01M | 2.02% | +2,686 | +9.8% | Added | 0% |
| 9 | RKLB Rocket Lab Corp | Industrials | 58.7K | $5.97M | 2% | +15 | +0.0% | Added | 0.01% |
| 10 | CAT Caterpillar Inc | Industrials | 5,202 | $5.54M | 1.86% | -586 | -10.1% | Reduced | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 18.7K | $4.45M | 1.49% | +1,054 | +6.0% | Added | 0% |
| 12 | MMM 3M Co | Industrials | 27.3K | $4.41M | 1.48% | +25.7K | +1,610.6% | Added | 0.01% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 12.8K | $4.20M | 1.41% | -110 | -0.9% | Reduced | 0% |
| 14 | INTC Intel Corp | Technology | 29.3K | $4.09M | 1.37% | +284 | +1.0% | Added | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 10.3K | $3.69M | 1.24% | +27 | +0.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Wealth Architects.
As of its Q2 2026 13F filing, Wealth Architects, LLC’s five largest positions were Lam Research Corp (LRCX) at 25.9%, Apple Inc. (AAPL) at 14.9%, Berkshire Hathaway Inc (BRK-B) at 3.6%, Meta Platforms, Inc. (META) at 3.0%, Microsoft Corp (MSFT) at 2.6% of the reported portfolio.
Wealth Architects, LLC reported a 13F portfolio worth $297.80M across 148 positions for Q2 2026. That is up 23.3% from the previous quarter.
Its largest purchases by value were 3M Co ($4.16M), Nvidia Corp ($537.46K), Netflix Inc ($433.40K). It opened 14 new positions.
Its largest sales by value were Lam Research Corp ($36.84M), Broadcom Inc. ($978.80K), Snowflake Inc. ($955.90K). It exited 12 positions entirely.
From the Form 13F-HR reports Wealth Architects, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.