Wealth Architects, LLC

SEC CIK: 0001611518
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Wealth Architects, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 1,279
Value: $1.20M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of COST by Wealth Architects, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,279	$1.20M	0.1%	−4−0.3%	Reduced	Holders
Q1 2026	1,283	$1.28M	0.1%	+3+0.2%	Added	Holders
Q4 2025	1,280	$1.10M	0.1%	−96−7.0%	Reduced	Holders
Q3 2025	1,376	$1.27M	0.1%	−12−0.9%	Reduced	Holders
Q2 2025	1,388	$1.37M	0.1%	−100−6.7%	Reduced	Holders
Q1 2025	1,488	$1.41M	0.2%	+197+15.3%	Added	Holders
Q4 2024	1,291	$1.18M	0.1%	−50−3.7%	Reduced	Holders
Q3 2024	1,341	$1.19M	0.1%	+126+10.4%	Added	Holders
Q2 2024	1,215	$1.03M	0.1%	−114−8.6%	Reduced	Holders
Q1 2024	1,329	$973.7K	0.1%	−73−5.2%	Reduced	Holders
Q4 2023	1,402	$925.4K	0.1%	+105+8.1%	Added	Holders
Q3 2023	1,297	$732.6K	0.1%	+306+30.9%	Added	Holders
Q2 2023	991	$533.5K	0.1%	+200+25.3%	Added	Holders
Q1 2023	791	$393.0K	0.1%	+3+0.4%	Added	Holders
Q4 2022	788	$359.7K	0.1%	−47−5.6%	Reduced	Holders
Q3 2022	835	$394.0K	0.1%	+5+0.6%	Added	Holders
Q2 2022	830	$398.0K	0.1%	−20−2.4%	Reduced	Holders
Q1 2022	850	$489.0K	0.1%	+14+1.7%	Added	Holders
Q4 2021	836	$475.0K	0.1%	−43−4.9%	Reduced	Holders
Q3 2021	879	$395.0K	0.1%	+38+4.5%	Added	Holders
Q2 2021	841	$333.0K	0.1%	−40−4.5%	Reduced	Holders
Q1 2021	881	$311.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.