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Financial & Tax Architects

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

Top 5 stock holdings are VTI, BCI, EFA, USRT, SPY, and represent 24.04% of Financial & Tax Architects's stock portfolio.
Added to shares of these 10 stocks: CWB (+$9.6M), MDY, VEA, VPL, BCI, QQQM, XLP, ADP, EEM, AZO.
Started 20 new stock positions in MOO, TM, USFR, IWF, CWB, IWD, AZO, GNR, MDY, GLDM. AMAT, RY, IEFA, VEA, QQQM, VT, VPL, XLP, UAE, MFC.
Reduced shares in these 10 stocks: PCY (-$8.6M), BND (-$5.5M), IVW, CAT, NOBL, JNJ, XOM, , AGG, .
Sold out of its positions in CVS, IMO, QBIG, IVV, IVW, JXI, KXI, MA, SPYI, XLF. SONY, SF, BSV, EPI, ALLE.
Financial & Tax Architects was a net seller of stock by $-5.0M.
Financial & Tax Architects has $448M in assets under management (AUM), dropping by 0.76%.
Central Index Key (CIK): 0001758543

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Positions held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial & Tax Architects

Financial & Tax Architects holds 108 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
Vanguard Total Stock Market Etf Etf (VTI)	5.8	$26M	+2%	81k	320.81	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	5.1	$23M	+6%	942k	24.29	View chart
Ishares Msci Eafe Etf Etf (EFA)	4.6	$20M	-2%	210k	97.13	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	4.3	$19M		327k	59.19	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	4.3	$19M	-2%	30k	650.34	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	4.2	$19M		199k	95.44	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$10M	-10%	103k	99.27	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	2.1	$9.6M	NEW	105k	91.52	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.1	$9.4M	+2%	188k	49.95	View chart
Exxon Mobil Corp Stock (XOM)	2.0	$9.1M	-15%	54k	169.66	View chart
Chevron Corporation Stock (CVX)	2.0	$9.0M	-9%	44k	206.90	View chart
Walmart Stock (WMT)	2.0	$8.9M	-9%	72k	124.28	View chart
Nextera Energy Stock (NEE)	1.8	$8.1M	-7%	87k	92.88	View chart
Johnson & Johnson Stock (JNJ)	1.8	$8.0M	-17%	33k	244.44	View chart
Caterpillar Stock (CAT)	1.7	$7.7M	-19%	11k	708.45	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.7	$7.6M	-19%	72k	106.01	View chart
Coca Cola Stock (KO)	1.7	$7.5M	-6%	98k	76.05	View chart
International Business Machs Stock (IBM)	1.6	$7.4M	+6%	31k	242.39	View chart
Abbvie Stock (ABBV)	1.6	$7.3M	-5%	34k	217.49	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	1.6	$7.3M	+10%	73k	100.17	View chart
General Dynamics Corp Stock (GD)	1.6	$7.2M	-6%	21k	343.22	View chart
Pepsico Stock (PEP)	1.6	$7.2M	-5%	46k	155.29	View chart
Mcdonalds Corp Stock (MCD)	1.6	$7.1M	-5%	23k	310.79	View chart
Lowes Cos Stock (LOW)	1.5	$6.7M	-5%	29k	236.28	View chart
Procter & Gamble Stock (PG)	1.5	$6.7M		46k	144.44	View chart
S&p Global Stock (SPGI)	1.5	$6.7M	+6%	16k	425.35	View chart
Abbott Laboratories Stock (ABT)	1.5	$6.6M	+8%	64k	102.67	View chart
Medtronic Stock (MDT)	1.4	$6.5M	-4%	75k	86.65	View chart
Sherwin Williams Stock (SHW)	1.4	$6.4M		20k	320.55	View chart
Automatic Data Processing Stock (ADP)	1.4	$6.4M	+17%	32k	203.18	View chart
Nvidia Corporation Stock (NVDA)	1.4	$6.1M		35k	174.40	View chart
Ecolab Stock (ECL)	1.3	$5.8M	-14%	22k	266.02	View chart
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY)	1.1	$4.8M	-64%	232k	20.90	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.1	$4.7M	NEW	7.7k	616.77	View chart
Spdr Gold Shares Etf (GLD)	1.0	$4.6M	+13%	11k	430.29	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.0	$4.3M	NEW	68k	64.08	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	1.0	$4.3M	+14%	43k	100.19	View chart
Apple Stock (AAPL)	0.9	$4.3M		17k	253.79	View chart
Ishares Tips Bond Etf Etf (TIP)	0.9	$4.2M	-11%	38k	110.36	View chart
Ishares Gold Trust Etf (IAU)	0.9	$4.2M	-4%	48k	88.16	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.9	$4.2M	+23%	73k	56.79	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.9	$4.1M	+19%	165k	24.91	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.9	$4.0M	+18%	40k	100.72	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.9	$4.0M	+17%	45k	88.70	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.9	$3.8M	+8%	104k	36.84	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.8	$3.8M	+6%	47k	79.56	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.8	$3.7M	+7%	40k	93.27	View chart
Microsoft Corp Stock (MSFT)	0.7	$3.3M	+8%	8.8k	370.16	View chart
Netflix Stock (NFLX)	0.6	$2.5M	+27%	26k	96.15	View chart
Ishares Msci Spain Etf Etf (EWP)	0.6	$2.5M	+9%	46k	54.31	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$2.4M		2.4k	996.46	View chart
Amazon Stock (AMZN)	0.5	$2.3M	+4%	11k	208.26	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.5	$2.3M	-21%	1.7k	1320.83	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$2.3M	-2%	7.9k	286.84	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.5	$2.3M	-5%	16k	142.19	View chart
Broadcom Stock (AVGO)	0.5	$2.1M	+5%	6.9k	309.53	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.4	$2.0M		19k	103.43	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$2.0M		3.5k	572.19	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.4	$1.8M	NEW	18k	97.73	View chart
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.4	$1.6M	+47%	82k	19.19	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$1.6M	-5%	26k	61.26	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.3	$1.4M		31k	45.89	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.3	$1.3M	+9%	27k	49.97	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$1.3M	+2%	50k	25.62	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.3	$1.3M	NEW	5.4k	237.60	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$1.2M		8.4k	146.61	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.3	$1.2M	-30%	28k	44.62	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.3	$1.2M		7.5k	161.73	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.3	$1.2M	NEW	15k	81.98	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$1.2M		8.8k	132.90	View chart
Vanguard Communication Services Etf Etf (VOX)	0.3	$1.2M		6.5k	179.84	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.3	$1.2M	+7%	12k	94.56	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.3	$1.1M	+19%	25k	45.05	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$1.1M	+2%	10k	108.98	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$955k	-27%	10k	91.64	View chart
Autozone Stock (AZO)	0.2	$743k	NEW	220.00	3377.78	View chart
Enbridge Stock (ENB)	0.1	$646k	-28%	12k	54.14	View chart
Vodafone Group Adr (VOD)	0.1	$638k	-35%	43k	15.02	View chart
Novartis Adr (NVS)	0.1	$632k	-37%	4.1k	152.74	View chart
British Amern Tob Adr (BTI)	0.1	$627k	-29%	11k	58.47	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$623k	-28%	6.7k	93.31	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.1	$620k	NEW	8.3k	74.67	View chart
Emerson Elec Stock (EMR)	0.1	$614k	+32%	4.7k	131.01	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$612k	-90%	8.3k	73.64	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.1	$606k	+41%	9.1k	67.00	View chart
Sun Life Financial Stock (SLF)	0.1	$562k	-26%	9.0k	62.56	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$554k	-25%	2.6k	209.02	View chart
Royal Bk Cda Stock (RY)	0.1	$519k	NEW	3.2k	161.78	View chart
Manulife Finl Corp Stock (MFC)	0.1	$515k	NEW	15k	34.44	View chart
Toyota Motor Corp Ads Adr (TM)	0.1	$510k	NEW	2.5k	206.09	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$458k	-2%	2.6k	173.04	View chart
Powershares Qqq Trust Series 1 Etf (QQQ)	0.1	$453k	+18%	784.00	577.33	View chart
Ishares Msci Uae Etf Etf (UAE)	0.1	$391k	NEW	21k	18.65	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$375k	-10%	7.7k	48.75	View chart
Vaneck Agribusiness Etf Etf (MOO)	0.1	$350k	NEW	4.1k	84.50	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$322k	NEW	6.4k	50.34	View chart
Interdigital Stock (IDCC)	0.1	$322k		1.1k	302.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$309k		3.3k	93.00	View chart
Tesla Stock (TSLA)	0.1	$279k	-7%	750.00	371.75	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$262k	NEW	1.9k	138.33	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$261k	NEW	612.00	426.51	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$248k	NEW	2.7k	92.69	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$247k	NEW	2.7k	90.53	View chart
Unitedhealth Group Stock (UNH)	0.1	$247k	+5%	914.00	270.59	View chart
Advanced Micro Devices Stock (AMD)	0.1	$235k		1.2k	203.43	View chart
Applied Matls Stock (AMAT)	0.0	$215k	NEW	630.00	341.95	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$210k	-21%	2.1k	97.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$202k	NEW	943.00	213.67	View chart

Past Filings by Financial & Tax Architects

SEC 13F filings are viewable for Financial & Tax Architects going back to 2022

Financial & Tax Architects 2026 Q1 filed April 23, 2026
Financial & Tax Architects 2025 Q4 filed Jan. 21, 2026
Financial & Tax Architects 2025 Q3 filed Nov. 5, 2025
Financial & Tax Architects 2025 Q2 filed Aug. 13, 2025
Financial & Tax Architects 2025 Q1 filed May 6, 2025
Financial & Tax Architects 2024 Q4 filed Jan. 15, 2025
Financial & Tax Architects 2024 Q3 filed Nov. 13, 2024
Financial & Tax Architects 2024 Q2 filed Aug. 9, 2024
Financial & Tax Architects 2024 Q1 filed May 8, 2024
Financial & Tax Architects 2023 Q4 filed Jan. 25, 2024
Financial & Tax Architects 2023 Q3 filed Oct. 19, 2023
Financial & Tax Architects 2021 Q1 filed Aug. 25, 2023
Financial & Tax Architects 2021 Q2 filed Aug. 25, 2023
Financial & Tax Architects 2021 Q3 filed Aug. 25, 2023
Financial & Tax Architects 2021 Q4 filed Aug. 25, 2023
Financial & Tax Architects 2022 Q1 filed Aug. 25, 2023

View all past filings

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