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: $445.0M103 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$7.4M	1.7%	58,857 SH	New
ABBVIE INC	COM	$8.1M	1.8%	35,570 SH	New
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE	ETF	$17.3M	3.9%	887,215 SH	New
ABRDN PHYSICAL GOLD SHARES	ETF	$1.6M	0.4%	39,384 SH	New
ACCESS TREASURY 0-1 YEAR	ETF	$3.7M	0.8%	37,478 SH	New
ADVANCED MICRO DEVICES INC	COM	$251K	0.1%	1,173 SH	New
ALLEGION PLC	ORD SHS	$722K	0.2%	4,537 SH	New
ALPHABET INC CAP STK	CL C	$2.5M	0.6%	8,114 SH	New
AMAZON COM INC	COM	$2.5M	0.6%	10,675 SH	New
APPLE INC	COM	$4.6M	1.0%	17,083 SH	New
ASML HOLDING N V N Y REGISTRY	SHS	$2.4M	0.5%	2,214 SH	New
AUTOMATIC DATA PROCESSING INC	COM	$6.9M	1.6%	27,007 SH	New
BANK AMERICA CORP	COM	$474K	0.1%	8,613 SH	New
BRITISH AMERN TOB PLC SPONSORED	ADR	$860K	0.2%	15,197 SH	New
BROADCOM INC	COM	$2.3M	0.5%	6,559 SH	New
CATERPILLAR INC	COM	$7.7M	1.7%	13,438 SH	New
CHEVRON CORP NEW	COM	$7.3M	1.6%	48,089 SH	New
COCA COLA CO	COM	$7.4M	1.7%	105,298 SH	New
COSTCO WHSL CORP NEW	COM	$2.1M	0.5%	2,394 SH	New
CVS HEALTH CORP	COM	$205K	0.0%	2,577 SH	New
ECOLAB INC	COM	$6.7M	1.5%	25,356 SH	New
EMERSON ELEC CO	COM	$469K	0.1%	3,533 SH	New
ENBRIDGE INC	COM	$795K	0.2%	16,631 SH	New
EXXON MOBIL CORP	COM	$7.6M	1.7%	63,433 SH	New
GENERAL DYNAMICS CORP	COM	$7.6M	1.7%	22,621 SH	New
IMPERIAL OIL LTD COM NEW	COM	$726K	0.2%	8,413 SH	New
INTERDIGITAL INC	COM	$339K	0.1%	1,066 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$8.5M	1.9%	28,563 SH	New
INVESCO EMERGING MARKETS SOVEREIGN DEBT	ETF	$14.0M	3.1%	645,169 SH	New
Invesco Top QQQ	ETF	$275K	0.1%	7,152 SH	New
ISHARES 0-5 YEAR TIPS BOND	ETF	$2.0M	0.5%	19,816 SH	New
ISHARES 10-20 YEAR TREASURY BOND	ETF	$3.4M	0.8%	33,494 SH	New
ISHARES 7-10 YEAR TREASURY BOND	ETF	$18.9M	4.2%	196,079 SH	New
ISHARES BROAD USD HIGH YIELD CORPORATE BOND	ETF	$3.6M	0.8%	95,401 SH	New
ISHARES CORE S&P 500	ETF	$428K	0.1%	625 SH	New
ISHARES CORE U.S. AGGREGATE BOND	ETF	$11.5M	2.6%	115,271 SH	New
ISHARES CORE U.S. REIT	ETF	$18.7M	4.2%	328,323 SH	New
ISHARES GLOBAL CONSUMER STAPLES	ETF	$244K	0.1%	3,775 SH	New
ISHARES GLOBAL INFRASTRUCTURE	ETF	$392K	0.1%	6,392 SH	New
ISHARES GLOBAL UTILITIES	ETF	$405K	0.1%	5,150 SH	New
ISHARES GOLD TRUST	COM	$4.1M	0.9%	49,993 SH	New
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND	ETF	$3.6M	0.8%	44,389 SH	New
ISHARES MSCI EAFE	ETF	$20.8M	4.7%	216,618 SH	New
ISHARES MSCI EMERGING MARKETS	ETF	$3.2M	0.7%	59,220 SH	New
ISHARES MSCI SPAIN	ETF	$2.3M	0.5%	41,751 SH	New
ISHARES MSCI USA VALUE FACTOR	ETF	$2.3M	0.5%	16,897 SH	New
ISHARES S&P 500 GROWTH	ETF	$3.3M	0.7%	26,987 SH	New
ISHARES TIPS BOND	ETF	$4.7M	1.1%	43,113 SH	New
ISHARES U.S. REAL ESTATE	ETF	$1.1M	0.2%	11,307 SH	New
JOHNSON & JOHNSON	COM	$8.2M	1.9%	39,835 SH	New
LOWES COS INC	COM	$7.2M	1.6%	29,984 SH	New
MASTERCARD INCORPORATED	CL A	$386K	0.1%	676 SH	New
MCDONALDS CORP	COM	$7.3M	1.6%	23,979 SH	New
MEDTRONIC PLC	SHS	$7.5M	1.7%	78,287 SH	New
META PLATFORMS INC	CL A	$2.3M	0.5%	3,440 SH	New
MICROSOFT CORP	COM	$3.9M	0.9%	8,123 SH	New
NEOS S&P 500 HIGH INCOME	ETF	$296K	0.1%	5,643 SH	New
NETFLIX INC	COM	$1.9M	0.4%	20,416 SH	New
NEXTERA ENERGY INC	COM	$7.6M	1.7%	94,313 SH	New
NOVARTIS AG SPONSORED	ADR	$910K	0.2%	6,602 SH	New
NVIDIA CORPORATION	COM	$6.5M	1.5%	34,933 SH	New
PEPSICO INC	COM	$7.1M	1.6%	49,174 SH	New
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	COM	$3.5M	0.8%	36,692 SH	New
POWERSHARES QQQ TRUST SERIES 1	COM	$405K	0.1%	659 SH	New
PROCTER AND GAMBLE CO	COM	$6.8M	1.5%	47,142 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS	ETF	$9.2M	2.1%	88,673 SH	New
S&P GLOBAL INC	COM	$7.7M	1.7%	14,676 SH	New
SCHWAB INTERMEDIATE-TERM US TREASURY	ETF	$3.5M	0.8%	137,820 SH	New
SHELL PLC SPON	ADS	$244K	0.1%	3,318 SH	New
SHERWIN WILLIAMS CO	COM	$6.6M	1.5%	20,354 SH	New
SONY GROUP CORP SPONSORED	ADR	$731K	0.2%	28,547 SH	New
SPDR GOLD SHARES	COM	$3.7M	0.8%	9,372 SH	New
SPDR S&P 500 ETF TRUST	COM	$20.7M	4.7%	30,398 SH	New
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR	ETF	$1.2M	0.3%	9,929 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR	ETF	$1.2M	0.3%	26,985 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR	ETF	$1.2M	0.3%	22,761 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR	ETF	$1.3M	0.3%	8,495 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR	ETF	$1.2M	0.3%	7,601 SH	New
STATE STREET MATERIALS SELECT SECTOR SPDR	ETF	$1.1M	0.2%	24,190 SH	New
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS	ETF	$1.1M	0.2%	55,618 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL	ETF	$1.3M	0.3%	14,435 SH	New
STATE STREET SPDR PORTFOLIO AGGREGATE BOND	ETF	$1.3M	0.3%	49,402 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH	ETF	$291K	0.1%	2,726 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR	ETF	$1.3M	0.3%	8,806 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR	ETF	$1.3M	0.3%	31,427 SH	New
STIFEL FINL CORP	COM	$202K	0.0%	1,614 SH	New
SUN LIFE FINANCIAL INC.	COM	$766K	0.2%	12,280 SH	New
TE CONNECTIVITY PLC	ORD SHS	$811K	0.2%	3,566 SH	New
TESLA INC	COM	$364K	0.1%	809 SH	New
TORONTO DOMINION BK ONT COM NEW	COM	$875K	0.2%	9,293 SH	New
UNITEDHEALTH GROUP INC	COM	$287K	0.1%	868 SH	New
VANECK MERK GOLD	ETF	$864K	0.2%	20,838 SH	New
VANGUARD COMMUNICATION SERVICES	ETF	$1.3M	0.3%	6,506 SH	New
VANGUARD ENERGY	ETF	$340K	0.1%	2,704 SH	New
VANGUARD REAL ESTATE	ETF	$3.4M	0.8%	38,508 SH	New
VANGUARD RUSSELL 2000	ETF	$6.6M	1.5%	66,157 SH	New
VANGUARD SHORT-TERM BOND	ETF	$364K	0.1%	4,615 SH	New
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES	ETF	$9.1M	2.0%	183,575 SH	New
VANGUARD TOTAL BOND MARKET	ETF	$6.2M	1.4%	83,205 SH	New
VANGUARD TOTAL STOCK MARKET	ETF	$26.4M	5.9%	78,730 SH	New
VODAFONE GROUP PLC NEW SPONSORED	ADR	$866K	0.2%	65,525 SH	New
WALMART INC	COM	$8.8M	2.0%	79,050 SH	New
WISDOMTREE INDIA EARNINGS FUND	COM	$1.4M	0.3%	29,535 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $8.0M
ABBVIE INC COM — $9.0M
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF — $20.7M
ABRDN PHYSICAL GOLD SHARES ETF — $1.8M
ACCESS TREASURY 0-1 YEAR ETF — $6.5M
ALLEGION PLC ORD SHS — $827K
ALPHABET INC CAP STK CL C — $2.5M
AMAZON COM INC COM — $2.2M
APPLE INC COM — $4.3M
ASML HOLDING N V N Y REGISTRY SHS — $2.4M
AUTOMATIC DATA PROCESSING INC COM — $7.1M
BANK AMERICA CORP COM — $448K
BRITISH AMERN TOB PLC SPONSORED ADR — $840K
BROADCOM INC COM — $2.4M
CATERPILLAR INC COM — $8.7M
CHEVRON CORP NEW COM — $7.7M
CINTAS CORP COM — $7.1M
COCA COLA CO COM — $7.2M
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND — $1.1M
CONSUMER STAPLES SELECT SECTOR SPDR FUND — $1.1M
… and 84 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