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Investing in the Future: A Comparison of Wealth Architects, LLC Q4 2022 and Q1 2023 13F Holdings

Ava Hoppe | 26 April, 2023

Wealth Architects, LLC is a registered investment advisory firm that manages billions of dollars in assets for high-net-worth individuals and institutional clients. As part of their strategy, the firm must regularly evaluate their portfolio holdings and make necessary changes based on market trends and other factors. In this blog post, we will examine the changes in holdings for Wealth Architects, LLC between Q4 2022 and Q1 2023, analyzing the data from their 13F filings.

The key takeaways from this comparison are as follows:

- The total value of the firm's holdings increased from $837,946,000 in Q4 2022 to $865,039,000 in Q1 2023, representing a 3.25% increase.

- The firm made a significant investment in Apple Inc (AAPL), which increased from 127,947 shares to 127,409 shares during the period. This investment increased in value by 26.4%, representing a notable gain for the firm.

- Another significant investment by the firm was in Inc (AMZN), which remained relatively steady in terms of the number of shares held (increasing by 0.28% from 14,139 to 14,179 shares), but increased in value by 23.3%.

- Similarly, the firm made a significant investment in Nvidia Corporation (NVDA), which increased from 3,112 shares to 3,194 shares in Q1 2023. This investment saw a remarkable increase of 95.1% in value.

- Some of the firms' holdings saw a decrease in value between Q4 2022 and Q1 2023, such as Johnson & Johnson (JNJ) which decreased by 14.9% and Bank of America Corporation (BAC) which decreased by 13.1%.

- The holdings for Berkshire Hathaway Inc (BRK-B) remained steady, with 21,531 shares held in both quarters, and the value of the holding remaining relatively flat at $6,650 in Q4 2022 to $6,651 in Q1 2023.

Overall, it is clear that Wealth Architects, LLC is diversifying its portfolio and investing in companies with strong growth potential. The firm's investment in Apple, Amazon, and Nvidia shows its willingness to invest in technology-focused companies with high-growth potential.

Despite some holdings seeing a decrease in value, the overall increase in the value of holdings shows the firm's ability to effectively manage its portfolio in a fluctuating market. Wealth Architects, LLC is committed to staying informed and remaining agile in its investments, which is key to its success in the investment advisory space.

In conclusion, Wealth Architects, LLC Q4 2022 and Q1 2023 13F filings show a shift toward technology-focused investments with high-growth potential. While some of the firm's holdings saw a small decrease in value during this period, the overall trend is indicative of a strong and balanced portfolio. We look forward to seeing how this portfolio evolves in future quarters.

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