Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
36
4
5
1
0
0
26
4
1
WEALTH ARCHITECTS LLC

Time Period2019-03-31

Total Holdings140

Total Value ($x1000)320,755
Activities
New18

Increased51

Unchanged33

Decreased38

Sold Out5

Top 10 Stock Holdingstotal 65.58%
IVV14.26

IJR9.72

VEA9.04

VBR6.78

IGF6.08

 
VIG5.24

FB4.7

SCZ3.76

VT3.12

VV2.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
14.26%
CORE S&P500 ETF
IJR
9.72%
CORE S&P SCP ETF
VEA
9.04%
FTSE DEV MKT ETF
VBR
6.78%
SM CP VAL ETF
IGF
6.08%
GLB INFRASTR ETF
VIG
5.24%
DIV APP ETF
FB
4.7%
CL A
SCZ
3.76%
EAFE SML CP ETF
VT
3.12%
TT WRLD ST ETF
VV
2.88%
LARGE CAP ETF
VTV
2.53%
VALUE ETF
AAPL
2.45%
COM
SPY
2.07%
TR UNIT
AMZN
1.55%
COM
BRK.B
1.4%
CL B NEW
IJS
1.36%
SP SMCP600VL ETF
IEFA
1.34%
CORE MSCI EAFE
SCHF
1.27%
INTL EQTY ETF
VB
0.95%
SMALL CP ETF
MMM
0.68%
COM
VTIP
0.65%
STRM INFPROIDX
WDAY
0.6%
CL A
BSV
0.57%
SHORT TRM BOND
INTC
0.53%
COM
MSFT
0.49%
COM
VAR
0.44%
COM
VMW
0.43%
CL A COM
XOM
0.41%
COM
IWV
0.4%
RUSSELL 3000 ETF
UNH
0.38%
COM
ANTM
0.37%
COM
GII
0.3%
S&P GBLINF ETF
SCHC
0.3%
INTL SCEQT ETF
MRK
0.3%
COM
MGRC
0.28%
COM
BRK.A
0.28%
CL A
VTI
0.28%
TOTAL STK MKT
IBM
0.27%
COM
VIOV
0.27%
SMLCP 600 VAL
GOOG
0.27%
CAP STK CL C
DLS
0.26%
INTL SMCAP DIV
VUG
0.24%
GROWTH ETF
BAC
0.24%
COM
JPM
0.24%
COM
VWO
0.24%
FTSE EMR MKT ETF
GOOGL
0.23%
CAP STK CL A
VEU
0.21%
ALLWRLD EX US
ADBE
0.2%
COM
SCHG
0.19%
US LCAP GR ETF
VZ
0.19%
COM
ED
0.19%
COM
ABT
0.19%
COM
JNJ
0.18%
COM
MO
0.17%
COM
PG
0.17%
COM
EFA
0.17%
MSCI EAFE ETF
VO
0.16%
MID CAP ETF
BAX
0.16%
COM
MDY
0.16%
UTSER1 S&PDCRP
PM
0.16%
COM
IWM
0.15%
RUSSELL 2000 ETF
DIS
0.15%
COM DISNEY
RSP
0.14%
S&P500 EQL WGT
WFC
0.14%
COM
CMA
0.14%
COM
ORCL
0.14%
COM
IWF
0.14%
RUS 1000 GRW ETF
TMO
0.13%
COM
AWK
0.13%
COM
VYM
0.13%
HIGH DIV YLD
HPQ
0.12%
COM
VNQ
0.12%
REIT ETF
EBAY
0.12%
COM
AMGN
0.12%
COM
WEC
0.12%
COM
MA
0.12%
CL A
HON
0.12%
COM
EA
0.12%
COM
IWD
0.12%
RUS 1000 VAL ETF
CAT
0.11%
COM
PEP
0.11%
COM
PFE
0.11%
COM
CWT
0.11%
COM
CSCO
0.1%
COM
MDLZ
0.1%
CL A
MOH
0.1%
COM
NVRO
0.1%
COM
APD
0.1%
COM
NKE
0.1%
CL B
BMY
0.09%
COM
FNDF
0.09%
SCHWB FDT INT LG
GE
0.09%
COM
RH
0.09%
COM
CWI
0.09%
MSCI ACWI EXUS
INDB
0.09%
COM
T
0.09%
COM
EFV
0.09%
EAFE VALUE ETF
KO
0.09%
COM
BA
0.09%
COM
NFLX
0.09%
COM
IYR
0.09%
U.S. REAL ES ETF
ACWI
0.08%
MSCI ACWI ETF
HPE
0.08%
COM
VLO
0.08%
COM
MCD
0.08%
COM
TSLA
0.08%
COM
ABBV
0.08%
COM
CVS
0.08%
COM
V
0.08%
COM CL A
AMT
0.08%
COM
IJJ
0.08%
S&P MC 400VL ETF
XLF
0.07%
SBI INT-FINL
HD
0.07%
COM
BDX
0.07%
COM
SCHB
0.07%
US BRD MKT ETF
UTX
0.07%
COM
COST
0.07%
COM
VGK
0.07%
FTSE EUROPE ETF
VXF
0.07%
EXTEND MKT ETF
SCHZ
0.07%
US AGGREGATE B
AXP
0.07%
COM
BABA
0.07%
SPONSORED ADS
JKS
0.07%
SPONSORED ADR
IWO
0.07%
RUS 2000 GRW ETF
CVX
0.06%
COM
EW
0.06%
COM
VREX
0.06%
COM
SCHE
0.06%
EMRG MKTEQ ETF
IVE
0.06%
S&P 500 VAL ETF
LLY
0.06%
COM
SCHA
0.06%
US SML CAP ETF
CORT
0.06%
COM
ARWR
0.06%
COM
BB
0.05%
COM
NMRK
0.04%
CL A
ELP
0.04%
SPON ADR PFD
AEG
0.03%
NY REGISTRY SH
MFG
0.02%
SPONSORED ADR
JMEI
0.01%
SPONSORED ADR
CHK
0.01%
COM
TOLZ
0.35%
DJ BRKFLD GLB
WMT
0.1%
COM
PAYX
0.09%
COM
DWDP
0.08%
COM
BGCP
0.06%
CL A