Financial & Tax Architects, LLC
CIK 1758543
13F filing for Q2 2026・No. 4,022
- Holdings
- US$474.27M
- Quarter change
- +US$25.9M
- Entries
- 110
- Net bought (estimate)
- +US$5.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 22
- Cut 38
- Added 45
- Corporate actions 2
- Unchanged 3
Largest holdings
110 stocks worth US$474.27M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIDELITY TOTAL BOND ETFETF | New | 528,955 | US$24.06M | 5.07% |
| ISHARES CORE U.S. REIT ETFETF | Added | 338,845 | US$22.52M | 4.75% |
| EFAISHARES MSCI EAFE ETFETF | Added | 215,339 | US$22.37M | 4.72% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Cut | 27,859 | US$20.8M | 4.39% |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFETF | Cut | 917,652 | US$20.5M | 4.32% |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFETF | Added | 220,325 | US$20.19M | 4.26% |
| ACCESS TREASURY 0-1 YEAR ETFETF | Added | 143,348 | US$14.36M | 3.03% |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFETF | Added | 107,263 | US$11.57M | 2.44% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF | Added | 211,203 | US$10.61M | 2.24% |
| CATCATERPILLAR INC COMStock | Cut | 9,062 | US$9.65M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.