Wealth Architects, LLC
- SEC CIK
- 0001611518
- Latest filing
- Jul 23, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 29, 2021. Long positions only.
- Positions
- 168
- No 13F data for Q4 2020
- Portfolio value
- $461.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Secoo Hldg Ltd81367P101 | ADR | 12,834 | $32.0K | <0.1% | – | – | – |
| AEGAegon Ltd. | NY REGISTRY SHS | 12,453 | $59.0K | <0.1% | – | – | History |
| CLIRClearSign Technologies Corp | COM | 11,000 | $62.0K | <0.1% | – | – | History |
| BKDBrookdale Senior Living Inc. | COM | 13,000 | $79.0K | <0.1% | – | – | History |
| LCTXLineage Cell Therapeutics, Inc. | COM | 36,000 | $85.0K | <0.1% | – | – | History |
| FINVFinVolution Group | SPONSORED ADS | 19,146 | $134.0K | <0.1% | – | – | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 14,895 | $136.0K | <0.1% | – | – | History |
| Credit Suisse Group225401108 | SPONSORED ADR | 13,350 | $142.0K | <0.1% | – | – | – |
| Companhia Paranaense Energ C20441B407 | SPON ADR PFD | 123,040 | $155.0K | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 895 | $204.0K | <0.1% | – | – | History |
| STLAStellantis N.V. | SHS | 11,457 | $204.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 1,973 | $207.0K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 1,525 | $207.0K | <0.1% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,371 | $217.0K | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 5,550 | $217.0K | <0.1% | – | – | History |
| FSLYFastly, Inc. | CL A | 3,221 | $217.0K | <0.1% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 726 | $218.0K | <0.1% | – | – | – |
| TEAMAtlassian Corp | CL A | 1,040 | $219.0K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,181 | $221.0K | <0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 1,285 | $221.0K | <0.1% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,510 | $223.0K | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 7,905 | $229.0K | <0.1% | – | – | – |
| GEGeneral Electric Co | COM | 17,517 | $230.0K | <0.1% | – | – | History |
| GLWCorning Inc | COM | 5,356 | $233.0K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,063 | $234.0K | 0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 215 | $238.0K | 0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 1,211 | $245.0K | 0.1% | – | – | History |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 2,698 | $246.0K | 0.1% | – | – | – |
| NEMNEWMONT Corp | Stock | 4,101 | $247.0K | 0.1% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 4,890 | $247.0K | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 11,000 | $250.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 908 | $251.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,656 | $251.0K | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,552 | $258.0K | 0.1% | – | – | – |
| RBLXRoblox Corp | Stock | 4,000 | $259.0K | 0.1% | – | – | History |
| Nushares ETF Tr67092P862 | ESG LARGE CAP | 6,983 | $261.0K | 0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 2,295 | $262.0K | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 842 | $269.0K | 0.1% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,277 | $269.0K | 0.1% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,926 | $269.0K | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,147 | $274.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 1,420 | $274.0K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 3,638 | $275.0K | 0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 3,296 | $276.0K | 0.1% | – | – | History |
| BCSBarclays PLC | ADR | 26,966 | $276.0K | 0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,863 | $277.0K | 0.1% | – | – | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 3,938 | $284.0K | 0.1% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,634 | $289.0K | 0.1% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,150 | $290.0K | 0.1% | – | – | – |
| CORTCorcept Therapeutics Inc | COM | 12,356 | $294.0K | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 4,393 | $308.0K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 580 | $309.0K | 0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,717 | $309.0K | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 881 | $311.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 5,320 | $311.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 10,777 | $326.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 4,286 | $331.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,526 | $342.0K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,542 | $360.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 4,819 | $363.0K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 2,579 | $365.0K | 0.1% | – | – | History |
| CWTCalifornia Water Service Group | COM | 6,502 | $366.0K | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,654 | $375.0K | 0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,880 | $378.0K | 0.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,569 | $385.0K | 0.1% | – | – | – |
| CMAComerica Inc | COM | 5,472 | $393.0K | 0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 2,506 | $401.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 776 | $405.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 7,747 | $408.0K | 0.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 1,788 | $410.0K | 0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,702 | $413.0K | 0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,482 | $417.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 11,537 | $418.0K | 0.1% | – | – | History |
| EDConsolidated Edison Inc | Stock | 5,680 | $425.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,938 | $426.0K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,413 | $431.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 2,183 | $432.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 2,064 | $437.0K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,211 | $441.0K | 0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 4,759 | $445.0K | 0.1% | – | – | History |
| Flexshares Tr33939L803 | M STAR DEV MKT | 6,597 | $462.0K | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 9,099 | $492.0K | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 1,384 | $493.0K | 0.1% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 9,718 | $495.0K | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 9,709 | $502.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 8,027 | $507.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,415 | $524.0K | 0.1% | – | – | History |
| MOHMolina Healthcare, Inc. | COM | 2,250 | $526.0K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 5,949 | $528.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 4,494 | $539.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 10,663 | $546.0K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,870 | $548.0K | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 4,133 | $549.0K | 0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 3,714 | $557.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 2,283 | $568.0K | 0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 6,851 | $578.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,449 | $602.0K | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,570 | $625.0K | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,735 | $631.0K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 10,995 | $639.0K | 0.1% | – | – | History |