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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 60.17% of Financial Architects's stock portfolio.
Added to shares of these 10 stocks: SCHP, IAGG, BND, VGIT, EUSA, ITOT, FNDA, MTUM, SPMO, RSP.
Reduced shares in these 10 stocks: VTI, TIP, BNDX, SHV, SCHO, BIL, VBIL, VXUS, DISV, DFSV.
Sold out of its positions in TIP, SHV, BIL, SCHO, VBIL.
Financial Architects was a net buyer of stock by $3.9M.
Financial Architects has $190M in assets under management (AUM), dropping by 1.97%.
Central Index Key (CIK): 0002008540

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Portfolio Holdings for Financial Architects

Financial Architects holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Tips Etf (SCHP)	21.4	$41M	+6%	1.5M	26.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	13.2	$25M	-3%	78k	320.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.2	$19M	+4%	262k	73.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.5	$16M	-2%	335k	48.05	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	6.9	$13M		177k	74.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.0	$12M	+6%	192k	59.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.9	$11M		317k	35.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.1	$9.6M		244k	39.44	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	5.1	$9.6M		268k	35.78	View chart
Ishares Msci Equal Weite (EUSA)	4.4	$8.3M	+6%	82k	101.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.3	$8.1M	+3%	34k	239.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.9	$5.5M	-2%	71k	77.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$2.6M	+20%	18k	142.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.8M	+10%	35k	49.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$1.7M	+469%	34k	50.04	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.7	$1.3M	+40%	40k	32.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$1.3M	+7%	12k	110.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$650k	+48%	5.8k	112.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$503k	+61%	2.6k	191.92	View chart
Apple (AAPL)	0.2	$381k	-15%	1.5k	253.79	View chart
Home Depot (HD)	0.2	$362k	-17%	1.1k	328.89	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$351k	+27%	3.5k	99.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$336k		3.9k	86.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$316k	+5%	3.2k	99.27	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$283k		4.7k	59.98	View chart

Past Filings by Financial Architects

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

Financial Architects 2026 Q1 filed April 21, 2026
Financial Architects 2025 Q4 filed Jan. 21, 2026
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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