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: $474.3M110 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	Stock	$7.3M	1.5%	80,248 SH	New
ABBVIE INC COM	Stock	$8.7M	1.8%	34,555 SH	New
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF	ETF	$20.5M	4.3%	917,652 SH	New
ABRDN PHYSICAL GOLD SHARES ETF	ETF	$1.1M	0.2%	29,488 SH	New
ACCESS TREASURY 0-1 YEAR ETF	ETF	$14.4M	3.0%	143,348 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$657K	0.1%	1,131 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.6M	0.5%	7,354 SH	New
AMAZON COM INC COM	Stock	$2.6M	0.5%	10,903 SH	New
APPLE INC COM	Stock	$4.6M	1.0%	15,929 SH	New
APPLIED MATLS INC COM	Stock	$456K	0.1%	631 SH	New
ASML HLDG NV N Y REGISTRY SHS	ADR	$3.2M	0.7%	1,615 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$7.4M	1.6%	33,170 SH	New
AUTOZONE INC COM	Stock	$703K	0.1%	220 SH	New
BANK OF AMER CORP COM	Stock	$409K	0.1%	7,181 SH	New
BROADCOM INC COM	Stock	$2.3M	0.5%	6,167 SH	New
CATERPILLAR INC COM	Stock	$9.6M	2.0%	9,062 SH	New
CHEVRON CORPORATION COM	Stock	$6.9M	1.5%	41,724 SH	New
COCA COLA CO COM	Stock	$8.0M	1.7%	98,828 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$2.4M	0.5%	2,541 SH	New
CVS HEALTH CORP COM	Stock	$271K	0.1%	2,621 SH	New
EMERSON ELEC CO COM	Stock	$7.8M	1.6%	54,139 SH	New
ENBRIDGE INC COM	Stock	$603K	0.1%	11,124 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$7.0M	1.5%	50,978 SH	New
FIDELITY TOTAL BOND ETF	ETF	$24.1M	5.1%	528,955 SH	New
FIRST TRUST INDXX NEXTG ETF	ETF	$446K	0.1%	2,909 SH	New
GENERAL DYNAMICS CORP COM	Stock	$7.6M	1.6%	21,513 SH	New
HOME DEPOT INC COM	Stock	$215K	0.0%	610 SH	New
IMPERIAL OIL LTD COM NEW	Stock	$452K	0.1%	4,036 SH	New
INTERDIGITAL INC COM	Stock	$302K	0.1%	1,066 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$8.3M	1.7%	29,366 SH	New
INVESCO BUYBACK ACHIEVERS ETF	ETF	$296K	0.1%	2,088 SH	New
INVESCO NASDAQ 100 ETF	ETF	$1.9M	0.4%	6,249 SH	New
ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$1.9M	0.4%	18,453 SH	New
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$394K	0.1%	4,171 SH	New
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	ETF	$4.3M	0.9%	115,423 SH	New
ISHARES CORE S&P 500 ETF	ETF	$268K	0.1%	358 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$8.9M	1.9%	89,492 SH	New
ISHARES CORE U.S. REIT ETF	ETF	$22.5M	4.7%	338,845 SH	New
ISHARES GLOBAL CONSUMER STAPLES ETF	ETF	$365K	0.1%	5,400 SH	New
ISHARES GOLD TRUST	ETF	$4.2M	0.9%	55,682 SH	New
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$4.1M	0.9%	51,066 SH	New
ISHARES MSCI AUSTRIA ETF	ETF	$2.3M	0.5%	53,526 SH	New
ISHARES MSCI EAFE ETF	ETF	$22.4M	4.7%	215,339 SH	New
ISHARES MSCI EMERGING MARKETS ETF	ETF	$6.5M	1.4%	94,607 SH	New
ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF	ETF	$422K	0.1%	5,055 SH	New
ISHARES MSCI TAIWAN ETF	ETF	$1.8M	0.4%	16,539 SH	New
ISHARES MSCI USA VALUE FACTOR ETF	ETF	$2.3M	0.5%	11,575 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$5.7M	1.2%	41,460 SH	New
ISHARES TIPS BOND ETF	ETF	$3.6M	0.8%	33,111 SH	New
ISHARES U.S. REAL ESTATE ETF	ETF	$1.2M	0.3%	12,109 SH	New
JOHNSON & JOHNSON COM	Stock	$8.4M	1.8%	33,269 SH	New
LINDE PLC SHS	Stock	$525K	0.1%	1,011 SH	New
LOWES COS INC COM	Stock	$7.1M	1.5%	32,220 SH	New
MANULIFE FINL CORP COM	Stock	$578K	0.1%	14,263 SH	New
MCDONALDS CORP COM	Stock	$6.7M	1.4%	24,782 SH	New
MEDTRONIC PLC SHS	Stock	$7.2M	1.5%	91,508 SH	New
META PLATFORMS INC CL A	Stock	$2.2M	0.5%	3,876 SH	New
MICROSOFT CORP COM	Stock	$3.4M	0.7%	9,012 SH	New
NETFLIX INC. COM	Stock	$2.0M	0.4%	27,644 SH	New
NEXTERA ENERGY INC COM	Stock	$7.5M	1.6%	85,355 SH	New
NVIDIA CORPORATION COM	Stock	$6.8M	1.4%	34,192 SH	New
ONEOK INC NEW COM	Stock	$280K	0.1%	3,222 SH	New
PEPSICO INC COM	Stock	$6.6M	1.4%	48,509 SH	New
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	ETF	$4.1M	0.9%	43,808 SH	New
POWERSHARES QQQ TRUST SERIES 1	ETF	$529K	0.1%	718 SH	New
PROCTER & GAMBLE CO COM	Stock	$7.1M	1.5%	48,372 SH	New
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$7.0M	1.5%	124,448 SH	New
RESTAURANT BRANDS INTL INC COM	Stock	$514K	0.1%	7,087 SH	New
ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF	ETF	$489K	0.1%	5,366 SH	New
ROYAL BK CDA COM	Stock	$626K	0.1%	3,027 SH	New
S&P GLOBAL INC COM	Stock	$6.8M	1.4%	16,702 SH	New
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	Stock	$246K	0.1%	255 SH	New
SHELL PLC SPON ADS	ADR	$257K	0.1%	3,318 SH	New
SHERWIN WILLIAMS CO COM	Stock	$7.6M	1.6%	22,203 SH	New
SPDR GOLD SHARES	ETF	$343K	0.1%	930 SH	New
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	10,406 SH	New
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	14,882 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$1.2M	0.3%	23,021 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$1.3M	0.3%	8,342 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$1.4M	0.3%	7,608 SH	New
STATE STREET MATERIALS SELECT SECTOR SPDR ETF	ETF	$1.3M	0.3%	26,506 SH	New
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF	ETF	$2.2M	0.5%	113,911 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	ETF	$20.2M	4.3%	220,325 SH	New
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	ETF	$11.6M	2.4%	107,263 SH	New
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	ETF	$5.0M	1.1%	52,290 SH	New
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	ETF	$1.3M	0.3%	51,701 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$20.8M	4.4%	27,859 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$235K	0.0%	334 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$1.4M	0.3%	7,568 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$1.4M	0.3%	31,753 SH	New
TESLA INC COM	Stock	$299K	0.1%	712 SH	New
TFI INTERNATIONAL INC COM	Stock	$511K	0.1%	3,560 SH	New
TORONTO DOMINION BK ONT COM NEW	Stock	$672K	0.1%	5,535 SH	New
TOTALENERGIES SE ACT	Stock	$457K	0.1%	5,873 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$361K	0.1%	868 SH	New
VANECK MERK GOLD ETF	ETF	$1.3M	0.3%	34,200 SH	New
VANGUARD COMMUNICATION SERVICES ETF	ETF	$1.2M	0.2%	6,264 SH	New
VANGUARD ENERGY ETF	ETF	$383K	0.1%	2,554 SH	New
VANGUARD FINANCIALS ETF	ETF	$300K	0.1%	2,281 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$491K	0.1%	4,104 SH	New
VANGUARD REAL ESTATE ETF	ETF	$5.0M	1.1%	51,718 SH	New
VANGUARD RUSSELL 2000 ETF	ETF	$9.6M	2.0%	78,760 SH	New
VANGUARD S&P 500 ETF	ETF	$5.7M	1.2%	8,308 SH	New
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$10.6M	2.2%	211,203 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$4.1M	0.9%	56,277 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$477K	0.1%	1,288 SH	New
VANGUARD TOTAL WORLD STOCK ETF	ETF	$861K	0.2%	5,486 SH	New
VODAFONE GROUP PLC SPONSORED ADR	ADR	$514K	0.1%	38,835 SH	New
WALMART INC COM	Stock	$8.0M	1.7%	70,512 SH	New
WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$571K	0.1%	11,338 SH	New

Sold (vs prior filing)

ABBOTT LABS — $7.7M
ABBVIE INC — $6.9M
ALPHABET INC — $1.6M
AMAZON COM INC — $1.9M
APPLE INC — $2.9M
ARK 21SHARES BITCOIN ETF — $204K
AT&T INC — $220K
AUTOMATIC DATA PROCESSING IN — $6.9M
BANK AMERICA CORP — $395K
BRITISH AMERN TOB PLC — $745K
BROADCOM INC — $1.9M
CATERPILLAR INC — $7.6M
CHEVRON CORP NEW — $6.6M
CHUBB LIMITED — $680K
CINTAS CORP — $7.2M
COCA COLA CO — $7.2M
COLGATE PALMOLIVE CO — $6.3M
COSTCO WHSL CORP NEW — $1.6M
DIREXION SHS ETF TR — $207K
DISNEY WALT CO — $218K
… and 73 more

All filings

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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