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: $453.1M104 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$8.0M	1.8%	60,069 SH	New
ABBVIE INC COM	Stock	$9.0M	2.0%Prev: 1.8%	38,942 SH	Increased+4,387 SH
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF	ETF	$20.7M	4.6%Prev: 4.3%	959,266 SH	Increased+41,614 SH
ABRDN PHYSICAL GOLD SHARES ETF	ETF	$1.8M	0.4%Prev: 0.2%	48,481 SH	Increased+18,993 SH
ACCESS TREASURY 0-1 YEAR ETF	ETF	$6.5M	1.4%Prev: 3.0%	65,233 SH	Decreased-78,115 SH
ALLEGION PLC ORD SHS	Stock	$827K	0.2%	4,664 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.5M	0.5%Prev: 0.5%	10,231 SH	Decreased+2,877 SH
AMAZON COM INC COM	Stock	$2.2M	0.5%Prev: 0.5%	9,842 SH	Decreased-1,061 SH
APPLE INC COM	Stock	$4.3M	0.9%Prev: 1.0%	16,816 SH	Decreased+887 SH
ASML HOLDING N V N Y REGISTRY SHS	ADR	$2.4M	0.5%	2,487 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$7.1M	1.6%Prev: 1.6%	24,040 SH	Decreased-9,130 SH
BANK AMERICA CORP COM	Stock	$448K	0.1%	8,693 SH	New
BRITISH AMERN TOB PLC SPONSORED ADR	ADR	$840K	0.2%	15,818 SH	New
BROADCOM INC COM	Stock	$2.4M	0.5%Prev: 0.5%	7,369 SH	Increased+1,202 SH
CATERPILLAR INC COM	Stock	$8.7M	1.9%Prev: 2.0%	18,271 SH	Decreased+9,209 SH
CHEVRON CORP NEW COM	Stock	$7.7M	1.7%	49,564 SH	New
CINTAS CORP COM	Stock	$7.1M	1.6%	34,458 SH	New
COCA COLA CO COM	Stock	$7.2M	1.6%Prev: 1.7%	108,495 SH	Decreased+9,667 SH
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	ETF	$1.1M	0.3%	4,761 SH	New
CONSUMER STAPLES SELECT SECTOR SPDR FUND	ETF	$1.1M	0.2%	13,957 SH	New
COSTCO WHSL CORP NEW COM	Stock	$1.9M	0.4%	2,021 SH	New
DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES	ETF	$275K	0.1%	4,674 SH	New
EMERSON ELEC CO COM	Stock	$463K	0.1%Prev: 1.6%	3,527 SH	Decreased-50,612 SH
ENBRIDGE INC COM	Stock	$857K	0.2%Prev: 0.1%	16,974 SH	Increased+5,850 SH
ENERGY SELECT SECTOR SPDR FUND	ETF	$1.2M	0.3%	13,301 SH	New
EXXON MOBIL CORP COM	Stock	$7.4M	1.6%	65,719 SH	New
FIDELITY TOTAL BOND ETF	ETF	$21.9M	4.8%Prev: 5.1%	474,361 SH	Decreased-54,594 SH
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$1.2M	0.3%	22,176 SH	New
GENERAL DYNAMICS CORP COM	Stock	$8.1M	1.8%Prev: 1.6%	23,900 SH	Increased+2,387 SH
IMPERIAL OIL LTD COM NEW	Stock	$787K	0.2%Prev: 0.1%	8,670 SH	Increased+4,634 SH
INDUSTRIAL SELECT SECTOR SPDR FUND	ETF	$1.1M	0.2%	7,213 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$8.8M	1.9%Prev: 1.7%	31,167 SH	Increased+1,801 SH
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF	ETF	$4.9M	1.1%	229,589 SH	New
ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$2.2M	0.5%Prev: 0.4%	21,099 SH	Increased+2,646 SH
ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$3.0M	0.7%	29,259 SH	New
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$20.2M	4.5%Prev: 0.1%	209,066 SH	Increased+204,895 SH
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	ETF	$3.5M	0.8%Prev: 0.9%	92,600 SH	Decreased-22,823 SH
ISHARES CORE S&P 500 ETF	ETF	$444K	0.1%Prev: 0.1%	663 SH	Increased+305 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.5M	0.3%	10,068 SH	New
ISHARES CORE S&P US VALUE ETF	ETF	$777K	0.2%	7,774 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$13.9M	3.1%Prev: 1.9%	138,314 SH	Increased+48,822 SH
ISHARES CORE U.S. REIT ETF	ETF	$20.4M	4.5%Prev: 4.7%	347,503 SH	Decreased+8,658 SH
ISHARES GOLD TRUST	ETF	$3.7M	0.8%Prev: 0.9%	50,919 SH	Decreased-4,763 SH
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$3.5M	0.8%Prev: 0.9%	43,400 SH	Decreased-7,666 SH
ISHARES MSCI EAFE ETF	ETF	$22.2M	4.9%Prev: 4.7%	237,642 SH	Decreased+22,303 SH
ISHARES MSCI MEXICO ETF	ETF	$533K	0.1%	7,807 SH	New
ISHARES MSCI SPAIN ETF	ETF	$759K	0.2%	15,336 SH	New
ISHARES MSCI TURKEY ETF	ETF	$234K	0.1%	6,835 SH	New
ISHARES MSCI USA VALUE FACTOR ETF	ETF	$2.2M	0.5%Prev: 0.5%	17,530 SH	Decreased+5,955 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.3M	0.3%	5,571 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$1.5M	0.3%Prev: 1.2%	12,105 SH	Decreased-29,355 SH
ISHARES TIPS BOND ETF	ETF	$5.8M	1.3%Prev: 0.8%	52,170 SH	Increased+19,059 SH
ISHARES U.S. REAL ESTATE ETF	ETF	$1.1M	0.2%Prev: 0.3%	11,648 SH	Decreased-461 SH
JOHNSON & JOHNSON COM	Stock	$8.3M	1.8%Prev: 1.8%	45,008 SH	Decreased+11,739 SH
JPMORGAN CHASE & CO. COM	Stock	$219K	0.0%	694 SH	New
LINDE PLC SHS	Stock	$819K	0.2%Prev: 0.1%	1,724 SH	Increased+713 SH
LOWES COS INC COM	Stock	$7.7M	1.7%Prev: 1.5%	30,714 SH	Increased-1,506 SH
MASTERCARD INCORPORATED CL A	Stock	$356K	0.1%	626 SH	New
MATERIALS SELECT SECTOR SPDR FUND	ETF	$1.1M	0.3%	12,697 SH	New
MCDONALDS CORP COM	Stock	$7.4M	1.6%Prev: 1.4%	24,468 SH	Increased-314 SH
MEDTRONIC PLC SHS	Stock	$7.8M	1.7%Prev: 1.5%	82,217 SH	Increased-9,291 SH
META PLATFORMS INC CL A	Stock	$2.1M	0.5%Prev: 0.5%	2,879 SH	Decreased-997 SH
MICROSOFT CORP COM	Stock	$4.1M	0.9%Prev: 0.7%	7,885 SH	Increased-1,127 SH
NEOS S&P 500 HIGH INCOME ETF	ETF	$297K	0.1%	5,675 SH	New
NETFLIX INC COM	Stock	$1.9M	0.4%	1,588 SH	New
NEXTERA ENERGY INC COM	Stock	$7.7M	1.7%Prev: 1.6%	101,495 SH	Increased+16,140 SH
NOVARTIS AG SPONSORED ADR	ADR	$892K	0.2%	6,955 SH	New
NUVEEN FLOATING RATE INCOME FD COM	CEF	$276K	0.1%	33,719 SH	New
NVIDIA CORPORATION COM	Stock	$6.7M	1.5%Prev: 1.4%	35,961 SH	Decreased+1,769 SH
PEPSICO INC COM	Stock	$7.1M	1.6%Prev: 1.4%	50,783 SH	Increased+2,274 SH
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	ETF	$3.4M	0.8%Prev: 0.9%	36,023 SH	Decreased-7,785 SH
POWERSHARES QQQ TRUST SERIES 1	ETF	$913K	0.2%Prev: 0.1%	1,521 SH	Increased+803 SH
PROCTER AND GAMBLE CO COM	Stock	$7.0M	1.5%	45,533 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$11.2M	2.5%Prev: 1.5%	109,004 SH	Increased-15,444 SH
S&P GLOBAL INC COM	Stock	$7.1M	1.6%Prev: 1.4%	14,576 SH	Increased-2,126 SH
SAP SE SPON ADR	ADR	$764K	0.2%	2,859 SH	New
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	ETF	$3.1M	0.7%	121,792 SH	New
SHELL PLC SPON ADS	ADR	$237K	0.1%Prev: 0.1%	3,318 SH	Decreased
SHERWIN WILLIAMS CO COM	Stock	$7.1M	1.6%Prev: 1.6%	20,559 SH	Decreased-1,644 SH
SONY GROUP CORP SPONSORED ADR	ADR	$870K	0.2%	30,205 SH	New
SPDR BLOOMBERG 1-10 YEAR TIPS ETF	ETF	$862K	0.2%	44,695 SH	New
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	ETF	$1.4M	0.3%	15,192 SH	New
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	ETF	$10.2M	2.3%	112,987 SH	New
SPDR GOLD SHARES	ETF	$231K	0.1%Prev: 0.1%	649 SH	Decreased-281 SH
SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$1.2M	0.3%	47,284 SH	New
SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$276K	0.1%	2,638 SH	New
SPDR S&P 500 ETF TRUST	ETF	$21.9M	4.8%	32,921 SH	New
SUN LIFE FINANCIAL INC. COM	Stock	$736K	0.2%	12,254 SH	New
TE CONNECTIVITY PLC ORD SHS	Stock	$834K	0.2%	3,797 SH	New
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	$1.3M	0.3%	4,489 SH	New
TESLA INC COM	Stock	$324K	0.1%Prev: 0.1%	728 SH	Increased+16 SH
UNITEDHEALTH GROUP INC COM	Stock	$300K	0.1%Prev: 0.1%	868 SH	Decreased
UTILITIES SELECT SECTOR SPDR FUND	ETF	$1.3M	0.3%	15,344 SH	New
VANECK MERK GOLD ETF	ETF	$712K	0.2%Prev: 0.3%	19,157 SH	Decreased-15,043 SH
VANGUARD COMMUNICATION SERVICES ETF	ETF	$1.2M	0.3%Prev: 0.2%	6,427 SH	Increased+163 SH
VANGUARD ENERGY ETF	ETF	$337K	0.1%Prev: 0.1%	2,679 SH	Decreased+125 SH
VANGUARD RUSSELL 2000 ETF	ETF	$4.1M	0.9%Prev: 2.0%	42,322 SH	Decreased-36,438 SH
VANGUARD S&P 500 ETF	ETF	$1.4M	0.3%Prev: 1.2%	2,331 SH	Decreased-5,977 SH
VANGUARD SHORT-TERM BOND ETF	ETF	$363K	0.1%	4,598 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$9.5M	2.1%	119,209 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$7.9M	1.7%Prev: 0.9%	106,368 SH	Increased+50,091 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$440K	0.1%Prev: 0.1%	1,342 SH	Decreased+54 SH
WALMART INC COM	Stock	$8.8M	1.9%Prev: 1.7%	85,130 SH	Increased+14,618 SH
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF	ETF	$1.1M	0.2%	33,308 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES COM — $7.3M
ADVANCED MICRO DEVICES INC COM — $657K
APPLIED MATLS INC COM — $456K
ASML HLDG NV N Y REGISTRY SHS — $3.2M
AUTOZONE INC COM — $703K
BANK OF AMER CORP COM — $409K
CHEVRON CORPORATION COM — $6.9M
COSTCO WHOLESALE CORPORATION COM — $2.4M
CVS HEALTH CORP COM — $271K
EXXONMOBIL HOLDINGS CORP COM SHS — $7.0M
FIRST TRUST INDXX NEXTG ETF — $446K
HOME DEPOT INC COM — $215K
INTERDIGITAL INC COM — $302K
INVESCO BUYBACK ACHIEVERS ETF — $296K
INVESCO NASDAQ 100 ETF — $1.9M
ISHARES GLOBAL CONSUMER STAPLES ETF — $365K
ISHARES MSCI AUSTRIA ETF — $2.3M
ISHARES MSCI EMERGING MARKETS ETF — $6.5M
ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF — $422K
ISHARES MSCI TAIWAN ETF — $1.8M
… and 33 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