Financial & Tax Architects, LLC

DOSSIER · 13F-HR · Q3 2026

Financial & Tax Architects, LLC

$486M in tracked AUM across 109 positions as of Q3 2026.

F&

CIK 0001758543 · last filed Sep 30, 2026

Total AUM

$486M

as of Q3 2026

Holdings

109

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Financial & Tax Architects, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

BCI

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

$25M970K5.2%02

EFA

ISHARES MSCI EAFE ETF

$24M227K4.8%03

SPY

STATE STREET SPDR S&P 500 ETF

$23M30K4.7%04

USRT

ISHARES CORE U.S. REIT ETF

$22M358K4.5%05

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

$22M239K4.5%06

FBND

FIDELITY TOTAL BOND ETF

$21M480K4.3%07

GBIL

ACCESS TREASURY 0-1 YEAR ETF

$19M189K3.9%08

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

$12M245K2.5%09

VTWO

VANGUARD RUSSELL 2000 ETF

$12M107K2.5%10

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF