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Financial Architects

Latest statistics and disclosures from Financial Architects's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHP, VTI, BND, BNDX, GSSC, and represent 61.95% of Financial Architects's stock portfolio.
Added to shares of these 10 stocks: SCHP, BNDX, BND, Blackrock Etf Trust, SPHY, DFSV, HYEM, VTEI, DFEV, GSSC.
Started 2 new stock positions in Blackrock Etf Trust, VTEI.
Reduced shares in these 10 stocks: VTI, EUSA, MTUM, VTEB, , AAPL, SPMO, VXUS, SCHO, SHV.
Sold out of its position in IXUS.
Financial Architects was a net buyer of stock by $4.0M.
Financial Architects has $176M in assets under management (AUM), dropping by 6.87%.
Central Index Key (CIK): 0002008540

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Portfolio Holdings for Financial Architects

Financial Architects holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Tips Etf (SCHP)	20.4	$36M	+7%	1.3M	26.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	15.4	$27M	-3%	82k	328.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.9	$18M	+7%	235k	74.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.9	$16M	+10%	318k	49.46	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	7.3	$13M		173k	74.89	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.5	$9.7M	+2%	304k	31.84	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.9	$8.7M		243k	35.69	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	4.7	$8.3M	+2%	260k	31.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.7	$8.2M	-4%	32k	256.45	View chart
Ishares Msci Equal Weite (EUSA)	4.2	$7.4M	-5%	72k	102.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$5.3M		72k	73.46	View chart
Spdr Series Trust Portfli High Yld (SPHY)	2.9	$5.0M	+4%	210k	23.94	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	2.8	$5.0M	+4%	250k	20.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$2.2M		15k	145.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.6M	-19%	31k	50.07	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$1.1M		11k	99.53	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.5	$805k		26k	31.16	View chart
Apple (AAPL)	0.3	$475k	-14%	1.9k	254.63	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$472k	-6%	3.9k	121.06	View chart
Blackrock Etf Trust Ishares Intl Eq	0.2	$333k	NEW	4.0k	82.58	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$327k		4.3k	75.61	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$327k		3.6k	91.75	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$327k		3.0k	110.49	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$327k		13k	24.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$308k		1.6k	189.70	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$270k		4.7k	57.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$246k		2.8k	89.03	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$201k	NEW	2.0k	100.33	View chart

Past Filings by Financial Architects

SEC 13F filings are viewable for Financial Architects going back to 2023

Financial Architects 2025 Q3 filed Oct. 20, 2025
Financial Architects 2025 Q2 filed July 21, 2025
Financial Architects 2025 Q1 filed April 29, 2025
Financial Architects 2024 Q4 filed Jan. 27, 2025
Financial Architects 2024 Q3 filed Oct. 23, 2024
Financial Architects 2024 Q2 filed July 16, 2024
Financial Architects 2024 Q1 filed April 25, 2024
Financial Architects 2023 Q4 filed Jan. 29, 2024

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