Institutions / Financial & Tax Architects, LLC
Financial & Tax Architects, LLC
CIK 1758543 · Institution · as of Dec 31, 2025
Portfolio value
$445.02M
Positions
103
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 103 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Total Stock Market | $26.40M | 5.9% |
| iShares MSCI Eafe | $20.80M | 4.7% |
| SPDR S&P 500 ETF Trust | $20.73M | 4.7% |
| iShares 7-10 Year Treasury Bond | $18.85M | 4.2% |
| iShares Core U.S. REIT | $18.70M | 4.2% |
| Abrdn Bloomberg All Commodity Strategy K-1 Free | $17.33M | 3.9% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $13.97M | 3.1% |
| iShares Core U.S. Aggregate Bond | $11.51M | 2.6% |
| ProShares S&P 500 Dividend Aristocrats | $9.23M | 2.1% |
| Vanguard Short-Term Inflation-Protected Securities | $9.08M | 2.0% |
| Walmart Inc. | $8.81M | 2.0% |
| International Business Machines Corp | $8.46M | 1.9% |
| Johnson & Johnson | $8.24M | 1.9% |
| AbbVie Inc. | $8.13M | 1.8% |
| Caterpillar Inc | $7.70M | 1.7% |
| S&P Global Inc. | $7.67M | 1.7% |
| Exxon Mobil Corp | $7.63M | 1.7% |
| General Dynamics Corp | $7.62M | 1.7% |
| Nextera Energy Inc | $7.57M | 1.7% |
| Medtronic plc | $7.52M | 1.7% |
| Abbott Laboratories | $7.37M | 1.7% |
| Coca Cola Co | $7.36M | 1.7% |
| Chevron Corp | $7.33M | 1.6% |
| Mcdonald'S Corp | $7.33M | 1.6% |
| Lowes Companies Inc | $7.23M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.