Glekko logo

Wealth Architects, LLC - Q22026 Holdings

Wealth Architects, LLC holds 248 stocks with a total portfolio value of $ 1.27B as of Q22026. In Q22026, Wealth Architects, LLC added 18 new positions, increased stakes in 98 stocks, reduced 109 holdings, and fully exited 14 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 6.83% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options