What does Financial & Tax Architects, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Financial & Tax Architects, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD TOTAL STOCK MARKET ETF

$26M81K5.8%

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

$23M942K5.1%

ISHARES MSCI EAFE ETF

$20M210K4.6%

ISHARES CORE U.S. REIT ETF

$19M327K4.3%

STATE STREET SPDR S&P 500 ETF

$19M30K4.3%

ISHARES 7-10 YEAR TREASURY BOND ETF

$19M199K4.2%

ISHARES CORE U.S. AGGREGATE BOND ETF

$10M103K2.3%

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

$10M105K2.1%

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

$9M188K2.1%

EXXON MOBIL CORP COM

$9M54K2.0%

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