Financial & Tax Architects, LLC

DOSSIER · 13F-HR · Q2 2026

Financial & Tax Architects, LLC

$474M in tracked AUM across 110 positions as of Q2 2026.

F&

CIK 0001758543 · last filed Jun 30, 2026

Total AUM

$474M

as of Q2 2026

Holdings

110

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Financial & Tax Architects, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

FBND

FIDELITY TOTAL BOND ETF

$24M529K5.1%02

USRT

ISHARES CORE U.S. REIT ETF

$23M339K4.7%03

EFA

ISHARES MSCI EAFE ETF

$22M215K4.7%04

SPY

STATE STREET SPDR S&P 500 ETF

$21M28K4.4%05

BCI

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

$21M918K4.3%06

BIL

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

$20M220K4.3%07

GBIL

ACCESS TREASURY 0-1 YEAR ETF

$14M143K3.0%08

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

$12M107K2.4%09

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF