Long-term investor

Wealth Architects, LLC @wealtharchitectsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001611518).

Record

• Tracked since 2025-06-30 (492 days), 20 trades recorded
• Returns: week n/a · month n/a · 90 days n/a · 6 months +366.4% · 1 year +639.9% · all +639.9%
• Max drawdown n/a · data quality Good
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 464287200 · 6.9% · long · since 2025-09-30
• 33939L605 · 6.3% · long · since 2025-09-30
• 464287804 · 5.5% · long · since 2025-09-30
• 921908844 · 4.9% · long · since 2025-09-30
• 512807306 · 4.6% · long · since 2025-09-30
• 78463X855 · 3.8% · long · since 2025-09-30
• AAPL · 3.7% · long · since 2025-09-30
• 921943858 · 3.5% · long · since 2025-09-30
• 25434V807 · 3.2% · long · since 2025-09-30
• 25434V724 · 2.9% · long · since 2025-09-30
• 922908744 · 2.4% · long · since 2025-09-30
• 25434V666 · 2.4% · long · since 2025-09-30

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