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: $448.4M108 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	Stock	$6.6M	1.5%	64,050 SH	New
ABBVIE INC COM	Stock	$7.3M	1.6%	33,759 SH	New
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF	ETF	$22.9M	5.1%	942,286 SH	New
ABRDN PHYSICAL GOLD SHARES ETF	ETF	$1.2M	0.3%	27,534 SH	New
ACCESS TREASURY 0-1 YEAR ETF	ETF	$4.3M	1.0%	42,947 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$235K	0.1%	1,157 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.3M	0.5%	7,939 SH	New
AMAZON COM INC COM	Stock	$2.3M	0.5%	11,178 SH	New
APPLE INC COM	Stock	$4.3M	0.9%	16,774 SH	New
APPLIED MATLS INC COM	Stock	$215K	0.0%	630 SH	New
ASML HLDG NV N Y REGISTRY SHS	ADR	$2.3M	0.5%	1,732 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$6.4M	1.4%	31,632 SH	New
AUTOZONE INC COM	Stock	$743K	0.2%	220 SH	New
BANK OF AMER CORP COM	Stock	$375K	0.1%	7,687 SH	New
BRITISH AMERN TOB PLC SPONSORED ADR	ADR	$627K	0.1%	10,718 SH	New
BROADCOM INC COM	Stock	$2.1M	0.5%	6,925 SH	New
CATERPILLAR INC COM	Stock	$7.7M	1.7%	10,812 SH	New
CHEVRON CORPORATION COM	Stock	$9.0M	2.0%	43,720 SH	New
COCA COLA CO COM	Stock	$7.5M	1.7%	98,087 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$2.4M	0.5%	2,429 SH	New
ECOLAB INC COM	Stock	$5.8M	1.3%	21,650 SH	New
EMERSON ELEC CO COM	Stock	$614K	0.1%	4,685 SH	New
ENBRIDGE INC COM	Stock	$646K	0.1%	11,934 SH	New
EXXON MOBIL CORP COM	Stock	$9.1M	2.0%	53,654 SH	New
GENERAL DYNAMICS CORP COM	Stock	$7.2M	1.6%	21,089 SH	New
INTERDIGITAL INC COM	Stock	$322K	0.1%	1,066 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$7.4M	1.6%	30,477 SH	New
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF	ETF	$4.8M	1.1%	231,834 SH	New
INVESCO NASDAQ 100 ETF	ETF	$1.3M	0.3%	5,421 SH	New
ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$2.0M	0.4%	19,441 SH	New
ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$4.0M	0.9%	39,798 SH	New
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$19.0M	4.2%	198,604 SH	New
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	ETF	$3.8M	0.9%	103,890 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$247K	0.1%	2,733 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$10.2M	2.3%	102,613 SH	New
ISHARES CORE U.S. REIT ETF	ETF	$19.3M	4.3%	326,791 SH	New
ISHARES GLOBAL INFRASTRUCTURE ETF	ETF	$606K	0.1%	9,051 SH	New
ISHARES GOLD TRUST	ETF	$4.2M	0.9%	47,530 SH	New
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$3.8M	0.8%	47,148 SH	New
ISHARES MSCI EAFE ETF	ETF	$20.4M	4.6%	210,197 SH	New
ISHARES MSCI EMERGING MARKETS ETF	ETF	$4.2M	0.9%	73,305 SH	New
ISHARES MSCI SPAIN ETF	ETF	$2.5M	0.6%	45,560 SH	New
ISHARES MSCI UAE ETF	ETF	$391K	0.1%	20,952 SH	New
ISHARES MSCI USA VALUE FACTOR ETF	ETF	$2.3M	0.5%	15,959 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$261K	0.1%	612 SH	New
ISHARES RUSSELL 1000 VALUE ETF	ETF	$201K	0.0%	943 SH	New
ISHARES TIPS BOND ETF	ETF	$4.2M	0.9%	38,141 SH	New
ISHARES U.S. REAL ESTATE ETF	ETF	$1.2M	0.3%	12,178 SH	New
JOHNSON & JOHNSON COM	Stock	$8.0M	1.8%	32,887 SH	New
LOWES COS INC COM	Stock	$6.7M	1.5%	28,466 SH	New
MANULIFE FINL CORP COM	Stock	$515K	0.1%	14,949 SH	New
MCDONALDS CORP COM	Stock	$7.1M	1.6%	22,730 SH	New
MEDTRONIC PLC SHS	Stock	$6.5M	1.4%	74,636 SH	New
META PLATFORMS INC CL A	Stock	$2.0M	0.4%	3,472 SH	New
MICROSOFT CORP COM	Stock	$3.3M	0.7%	8,820 SH	New
NETFLIX INC. COM	Stock	$2.5M	0.6%	26,025 SH	New
NEXTERA ENERGY INC COM	Stock	$8.1M	1.8%	87,289 SH	New
NOVARTIS AG SPONSORED ADR	ADR	$632K	0.1%	4,135 SH	New
NVIDIA CORPORATION COM	Stock	$6.1M	1.4%	34,755 SH	New
PEPSICO INC COM	Stock	$7.2M	1.6%	46,342 SH	New
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	ETF	$3.7M	0.8%	39,531 SH	New
POWERSHARES QQQ TRUST SERIES 1	ETF	$453K	0.1%	784 SH	New
PROCTER & GAMBLE CO COM	Stock	$6.7M	1.5%	46,283 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$7.6M	1.7%	71,692 SH	New
ROYAL BK CDA COM	Stock	$519K	0.1%	3,207 SH	New
S&P GLOBAL INC COM	Stock	$6.7M	1.5%	15,696 SH	New
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	ETF	$4.1M	0.9%	164,648 SH	New
SHELL PLC SPON ADS	ADR	$309K	0.1%	3,318 SH	New
SHERWIN WILLIAMS CO COM	Stock	$6.4M	1.4%	20,067 SH	New
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$248K	0.1%	2,674 SH	New
SPDR GOLD SHARES	ETF	$4.6M	1.0%	10,605 SH	New
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	ETF	$1.1M	0.2%	10,175 SH	New
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	14,580 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$1.6M	0.3%	25,492 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	8,431 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	7,520 SH	New
STATE STREET MATERIALS SELECT SECTOR SPDR ETF	ETF	$1.3M	0.3%	26,500 SH	New
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF	ETF	$1.6M	0.4%	82,275 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	ETF	$954K	0.2%	10,416 SH	New
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	ETF	$9.6M	2.1%	105,088 SH	New
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$1.3M	0.3%	50,402 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$210K	0.0%	2,142 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$19.3M	4.3%	29,632 SH	New
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF	ETF	$620K	0.1%	8,303 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$4.7M	1.1%	7,690 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	8,834 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$1.4M	0.3%	31,194 SH	New
SUN LIFE FINANCIAL INC. COM	Stock	$562K	0.1%	8,982 SH	New
TE CONNECTIVITY PLC ORD SHS	Stock	$553K	0.1%	2,648 SH	New
TESLA INC COM	Stock	$279K	0.1%	750 SH	New
TORONTO DOMINION BK ONT COM NEW	Stock	$623K	0.1%	6,679 SH	New
TOYOTA MOTOR CORP ADS	ADR	$510K	0.1%	2,473 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$247K	0.1%	914 SH	New
VANECK AGRIBUSINESS ETF	ETF	$350K	0.1%	4,146 SH	New
VANECK MERK GOLD ETF	ETF	$1.1M	0.3%	24,997 SH	New
VANGUARD COMMUNICATION SERVICES ETF	ETF	$1.2M	0.3%	6,524 SH	New
VANGUARD ENERGY ETF	ETF	$458K	0.1%	2,648 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$4.3M	1.0%	67,709 SH	New
VANGUARD FTSE PACIFIC ETF	ETF	$1.8M	0.4%	18,149 SH	New
VANGUARD REAL ESTATE ETF	ETF	$4.0M	0.9%	45,088 SH	New
VANGUARD RUSSELL 2000 ETF	ETF	$7.3M	1.6%	73,017 SH	New
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$9.4M	2.1%	187,643 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$612K	0.1%	8,317 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$25.9M	5.8%	80,604 SH	New
VANGUARD TOTAL WORLD STOCK ETF	ETF	$262K	0.1%	1,897 SH	New
VODAFONE GROUP PLC SPONSORED ADR	ADR	$638K	0.1%	42,481 SH	New
WALMART INC COM	Stock	$8.9M	2.0%	71,868 SH	New
WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$322K	0.1%	6,401 SH	New

Sold (vs prior filing)

ABBOTT LABS — $7.5M
ABBVIE INC — $7.7M
ABRDN ETFS — $20.0M
ALPHABET INC — $1.3M
AMAZON COM INC — $1.5M
AMCOR PLC — $617K
APPLE INC — $3.0M
ASML HOLDING N V — $1.3M
AT&T INC — $205K
AUTOMATIC DATA PROCESSING IN — $7.1M
BANK AMERICA CORP — $343K
BRITISH AMERN TOB PLC — $714K
BROADCOM INC — $1.2M
CATERPILLAR INC — $483K
CHEVRON CORP NEW — $7.2M
CHUBB LIMITED — $706K
CINTAS CORP — $6.2M
COCA COLA CO — $7.4M
COLGATE PALMOLIVE CO — $358K
COSTCO WHSL CORP NEW — $1.5M
… and 81 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