Wealth Architects, LLC has reported its total holdings amounting to approximately $1.27 billion as of September 30, 2026. This significant update, filed with the SEC, provides insights into the company's investment strategies and positions across various sectors.

The filing is particularly relevant for the asset management industry, as it reflects Wealth Architects' approach to portfolio management and investment allocation. Competitors may closely analyze these holdings to understand the firm's strategies and market positioning.

Background

Wealth Architects, LLC is a California-based investment firm, primarily engaged in asset management. The company is identified under the Central Index Key (CIK) number 0001611518. Its recent filings include several 13F-HR forms, with the latest submission dated November 3, 2026, and covering the quarter ending September 30, 2026.

What the Filing Says

The recent filing, accession number 0001611518-26-000014, indicates that Wealth Architects holds a total of 261 positions valued at $1,269,962,472. This comprehensive report underscores the firm's commitment to transparency in its investment activities.

Impact

This filing may influence various stakeholders, including investors, analysts, and competitors in the asset management sector. By disclosing its holdings, Wealth Architects allows others in the industry to assess its investment strategies and market outlook.

What's Next

The filing does not specify any immediate next steps or actions to be taken by Wealth Architects following this disclosure.