Financial & Tax Architects, LLC

CIK 0001758543 • 7 13F filings • May 6, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $411.7M93 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$7.7M	1.9%	56,778 SH	New
ABBVIE INC	COM	$6.9M	1.7%	37,207 SH	New
ALPHABET INC	CAP STK CL C	$1.6M	0.4%	9,169 SH	New
AMAZON COM INC	COM	$1.9M	0.5%	8,603 SH	New
APPLE INC	COM	$2.9M	0.7%	14,151 SH	New
ARK 21SHARES BITCOIN ETF	SHS BEN INT	$204K	0.0%	5,688 SH	New
AT&T INC	COM	$220K	0.1%	7,588 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$6.9M	1.7%	22,218 SH	New
BANK AMERICA CORP	COM	$395K	0.1%	8,357 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$745K	0.2%	15,737 SH	New
BROADCOM INC	COM	$1.9M	0.5%	6,887 SH	New
CATERPILLAR INC	COM	$7.6M	1.8%	19,542 SH	New
CHEVRON CORP NEW	COM	$6.6M	1.6%	45,905 SH	New
CHUBB LIMITED	COM	$680K	0.2%	2,347 SH	New
CINTAS CORP	COM	$7.2M	1.7%	32,161 SH	New
COCA COLA CO	COM	$7.2M	1.7%	101,525 SH	New
COLGATE PALMOLIVE CO	COM	$6.3M	1.5%	69,377 SH	New
COSTCO WHSL CORP NEW	COM	$1.6M	0.4%	1,650 SH	New
DIREXION SHS ETF TR	DLY MAG 7 BULL 2	$207K	0.1%	4,770 SH	New
DISNEY WALT CO	COM	$218K	0.1%	1,762 SH	New
ENBRIDGE INC	COM	$646K	0.2%	14,265 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$1.5M	0.4%	47,197 SH	New
EXXON MOBIL CORP	COM	$6.7M	1.6%	62,291 SH	New
GLOBAL X FDS	MSCI GREECE ETF	$379K	0.1%	6,535 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$8.4M	2.0%	84,154 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$8.8M	2.1%	29,944 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$577K	0.1%	11,513 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.3%	2,030 SH	New
ISHARES GOLD TR	ISHARES NEW	$3.1M	0.8%	50,248 SH	New
ISHARES INC	MSCI AUSTRIA ETF	$1.3M	0.3%	45,011 SH	New
ISHARES TR	0-5 YR TIPS ETF	$2.0M	0.5%	19,066 SH	New
ISHARES TR	7-10 YR TRSY BD	$19.5M	4.7%	203,679 SH	New
ISHARES TR	BROAD USD HIGH	$3.5M	0.8%	92,525 SH	New
ISHARES TR	CORE MSCI EAFE	$763K	0.2%	9,136 SH	New
ISHARES TR	CORE S&P500 ETF	$428K	0.1%	689 SH	New
ISHARES TR	CORE US AGGBD ET	$14.8M	3.6%	149,546 SH	New
ISHARES TR	IBOXX HI YD ETF	$3.6M	0.9%	44,411 SH	New
ISHARES TR	MSCI EAFE ETF	$21.1M	5.1%	236,248 SH	New
ISHARES TR	MSCI USA VALUE	$2.0M	0.5%	18,060 SH	New
ISHARES TR	TIPS BD ETF	$6.3M	1.5%	56,878 SH	New
JOHNSON & JOHNSON	COM	$6.6M	1.6%	43,240 SH	New
LINDE PLC	SHS	$692K	0.2%	1,474 SH	New
LOWES COS INC	COM	$6.4M	1.6%	28,931 SH	New
MASTERCARD INCORPORATED	CL A	$344K	0.1%	612 SH	New
MCDONALDS CORP	COM	$6.7M	1.6%	22,926 SH	New
MEDTRONIC PLC	SHS	$6.9M	1.7%	78,698 SH	New
META PLATFORMS INC	CL A	$2.1M	0.5%	2,795 SH	New
MICROSOFT CORP	COM	$2.9M	0.7%	5,784 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$321K	0.1%	6,378 SH	New
NETFLIX INC	COM	$1.8M	0.4%	1,361 SH	New
NEXTERA ENERGY INC	COM	$6.6M	1.6%	95,423 SH	New
NOVARTIS AG	SPONSORED ADR	$735K	0.2%	6,078 SH	New
NUVEEN FLOATING RATE INCOME	COM	$449K	0.1%	53,034 SH	New
NVIDIA CORPORATION	COM	$5.8M	1.4%	36,968 SH	New
PEPSICO INC	COM	$6.3M	1.5%	47,875 SH	New
PIMCO ETF TR	0-5 HIGH YIELD	$3.4M	0.8%	35,400 SH	New
PROCTER AND GAMBLE CO	COM	$6.4M	1.6%	40,283 SH	New
PROSHARES TR	S&P 500 DV ARIST	$11.6M	2.8%	114,904 SH	New
RELX PLC	SPONSORED ADR	$663K	0.2%	12,202 SH	New
S&P GLOBAL INC	COM	$7.4M	1.8%	14,037 SH	New
SANOFI	SPONSORED ADR	$625K	0.2%	12,940 SH	New
SAP SE	SPON ADR	$740K	0.2%	2,432 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$2.8M	0.7%	112,092 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.0M	0.2%	19,649 SH	New
SELECT SECTOR SPDR TR	INDL	$907K	0.2%	6,145 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$880K	0.2%	4,051 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$948K	0.2%	11,704 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.3%	13,696 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$980K	0.2%	3,870 SH	New
SHERWIN WILLIAMS CO	COM	$6.5M	1.6%	19,040 SH	New
SONY GROUP CORP	SPONSORED ADR	$664K	0.2%	25,518 SH	New
SPDR GOLD TR	GOLD SHS	$1.0M	0.3%	3,428 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$19.6M	4.8%	31,704 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$10.1M	2.5%	122,431 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$40.7M	9.9%	444,133 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$3.9M	0.9%	151,461 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$336K	0.1%	3,520 SH	New
T-MOBILE US INC	COM	$1.4M	0.3%	5,783 SH	New
UNILEVER PLC	SPON ADR NEW	$699K	0.2%	11,423 SH	New
UNITEDHEALTH GROUP INC	COM	$275K	0.1%	883 SH	New
VANECK MERK GOLD ETF	GOLD SHS	$422K	0.1%	13,226 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$371K	0.1%	4,715 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.7M	2.1%	118,367 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$341K	0.1%	1,218 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$267K	0.1%	1,126 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$18.4M	4.5%	60,676 SH	New
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$248K	0.1%	5,367 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$14.2M	3.5%	283,182 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.8M	0.9%	43,656 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$787K	0.2%	13,806 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$922K	0.2%	5,390 SH	New
VANGUARD WORLD FD	ENERGY ETF	$291K	0.1%	2,443 SH	New
WALMART INC	COM	$7.9M	1.9%	81,036 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES COM — $6.6M
ABBVIE INC COM — $7.3M
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF — $22.9M
ABRDN PHYSICAL GOLD SHARES ETF — $1.2M
ACCESS TREASURY 0-1 YEAR ETF — $4.3M
ADVANCED MICRO DEVICES INC COM — $235K
ALPHABET INC CAP STK CL C — $2.3M
AMAZON COM INC COM — $2.3M
APPLE INC COM — $4.3M
APPLIED MATLS INC COM — $215K
ASML HLDG NV N Y REGISTRY SHS — $2.3M
AUTOMATIC DATA PROCESSING INC COM — $6.4M
AUTOZONE INC COM — $743K
BANK OF AMER CORP COM — $375K
BRITISH AMERN TOB PLC SPONSORED ADR — $627K
BROADCOM INC COM — $2.1M
CATERPILLAR INC COM — $7.7M
CHEVRON CORPORATION COM — $9.0M
COCA COLA CO COM — $7.5M
COSTCO WHOLESALE CORPORATION COM — $2.4M
… and 88 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001758543-26-000006	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001758543-26-000001	$445.0M	View
Nov 5, 2025	Q3 2025