Financial & Tax Architects, LLC
Sector Allocation
- Other54.5%$265.3M
- Technology9.4%$45.7M
- Financials7.3%$35.6M
- Healthcare7.1%$34.4M
- Consumer Staples6.3%$30.5M
- Industrials5.0%$24.2M
- Energy4.0%$19.7M
- Consumer Discretionary3.5%$16.8M
- Materials1.5%$7.3M
- Utilities1.4%$6.8M
AUM History
13fpro.ai/research/fund/financial-and-tax-architects-llc-1758543
Conviction and streaks
Concentrating · top 10 = 39.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ABRDN$25.1M
- ISHARES$23.6M
SPY
$22.8M- ISHARES$22.1M
- STATE$21.9M
- FIDELITY$20.8M
GS
$19.0M- VANGUARD$12.1M
- VANGUARD$12.0M
- STATE$11.9M
ABBV
$8.9MCVX
$8.7MJNJ
$8.7MEMR
$8.6M- ISHARES$8.5M
XOM.R34088
$8.4MKO
$8.3MWMT
$8.0MMDT
$7.9MABT
$7.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/financial-and-tax-architects-llc-1758543
Financial & Tax Architects, LLC 13F holdings — Q3 2026
$486.4M portfolio (+2.6% QoQ) · 109 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
- 1
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF - ETF
$25.1M
5.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES MSCI EAFE ETF - ETF
$23.6M
4.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $22.8M
4.7% of stocks
+7%This quarter-0.8%Since filed11+ qtrsHeld- 4
ISHARES CORE U.S. REIT ETF - ETF
$22.1M
4.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF
$21.9M
4.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIDELITY TOTAL BOND ETF - ETF
$20.8M
4.3% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $19.0M
3.9% of stocks
+32%This quarter+0.2%Since filed11+ qtrsHeld- 8
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF
$12.1M
2.5% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD RUSSELL 2000 ETF - ETF
$12.0M
2.5% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF
$11.9M
2.4% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF - ETF | $25.1M | 5.2% | +6% | — | — | — | — | |
| 2 | ISHARES MSCI EAFE ETF - ETF | $23.6M | 4.8% | +5% | — | — | — | — | |
| 3 | $22.8M | 4.7% | +7% | -0.8% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES CORE U.S. REIT ETF - ETF | $22.1M | 4.5% | +6% | — | — | — | — | |
| 5 | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $21.9M | 4.5% | +8% | — | — | — | — | |
| 6 | FIDELITY TOTAL BOND ETF - ETF | $20.8M | 4.3% | -9% | — | — | — | — | |
| 7 | $19.0M | 3.9% | +32% | +0.2% | 11+ qtrsAdded 3 qtrs in a row | 73.2#127 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | $12.1M | 2.5% | +16% | — | — | — | — | |
| 9 | VANGUARD RUSSELL 2000 ETF - ETF | $12.0M | 2.5% | +35% | — | — | — | — | |
| 10 | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $11.9M | 2.4% | +9% | — | — | — | — |
All holdings — Financial & Tax Architects, LLC (Q3 2026)
109 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $8.9M | 1.8% | 34K | -2% | 11+ qtrs | 72.6 | 13F | |
| 12 | CHEVRON CORP | Energy | $8.7M | 1.8% | 43K | +2% | 11+ qtrs | 63.7 | 13F | |
| 13 | JOHNSON & JOHNSON | Healthcare | $8.7M | 1.8% | 33K | -2% | 11+ qtrs | 69.2 | 13F | |
| 14 | EMERSON ELECTRIC CO | Industrials | $8.6M | 1.8% | 55K | +2% | 5 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETFnote | — | $8.5M | 1.7% | 90K | +0.1% | — | — | 13F |
| 16 | EXXON MOBIL CORP | Energy | $8.4M | 1.7% | 52K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COCA COLA CO | Consumer Staples | $8.3M | 1.7% | 96K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walmart Inc. | Consumer Staples | $8.0M | 1.6% | 77K | +9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Medtronic plc | Healthcare | $7.9M | 1.6% | 91K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ABBOTT LABORATORIES | Healthcare | $7.7M | 1.6% | 78K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AUTOMATIC DATA PROCESSING INC | Technology | $7.5M | 1.6% | 29K | -12% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CATERPILLAR INC | Industrials | $7.4M | 1.5% | 9,153 | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NVIDIA CORP | Technology | $7.4M | 1.5% | 32K | -5% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.4M | 1.5% | 34K | +14% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SHERWIN WILLIAMS CO | Materials | $7.3M | 1.5% | 23K | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | — | $7.3M | 1.5% | 135K | +9% | |||
| 27 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $7.3M | 1.5% | 50K | +4% | |||
| 28 | $GD | GENERAL DYNAMICS CORP | Industrials | $7.2M | 1.5% | 22K | +0.4% | |||
| 29 | $SPGI | S&P Global Inc. | Financials | $7.0M | 1.4% | 18K | +6% | |||
| 30 | $NEE | NEXTERA ENERGY INC | Utilities | $6.8M | 1.4% | 90K | +5% | |||
| 31 | $PEP | PEPSICO INC | Consumer Staples | $6.6M | 1.4% | 52K | +7% | |||
| 32 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.5M | 1.3% | 35K | +10% | |||
| 33 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.4M | 1.3% | 28K | +12% | |||
| 34 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | — | $5.8M | 1.2% | 74K | New | |||
| 35 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $5.7M | 1.2% | 59K | New | |||
| 36 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $5.6M | 1.1% | 25K | New | |||
| 37 | — | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF - ETF | — | $5.5M | 1.1% | 59K | +13% | |||
| 38 | — | VANGUARD REAL ESTATE ETF - ETF | — | $4.7M | 1.0% | 52K | +0.4% | |||
| 39 | $AAPL | Apple Inc. | Technology | $4.6M | 0.9% | 14K | -13% | |||
| 40 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | — | $4.2M | 0.9% | 38K | New | |||
| 41 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - ETF | — | $4.2M | 0.9% | 117K | +1% | |||
| 42 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | — | $4.1M | 0.8% | 58K | +3% | |||
| 43 | $MSFT | MICROSOFT CORP | Technology | $4.1M | 0.8% | 7,928 | -12% | |||
| 44 | — | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND - ETF | — | $4.0M | 0.8% | 45K | +2% | |||
| 45 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF | — | $4.0M | 0.8% | 52K | +2% | |||
| 46 | — | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF | — | $4.0M | 0.8% | 163K | +216% | |||
| 47 | — | ISHARES TIPS BOND ETF - ETF | — | $3.5M | 0.7% | 34K | +2% | |||
| 48 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.6M | 0.5% | 4,209 | +272% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $2.5M | 0.5% | 3,503 | -10% | |||
| 50 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.4M | 0.5% | 9,626 | -12% | |||
| 51 | $ASML | ASML HOLDING NV | Technology | $2.3M | 0.5% | 1,287 | -20% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.5% | 46K | New | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $2.2M | 0.5% | 6,510 | -11% | |||
| 54 | $MU | MICRON TECHNOLOGY INC | Technology | $2.2M | 0.4% | 2,021 | New | |||
| 55 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | — | $2.1M | 0.4% | 37K | New | |||
| 56 | $AVGO | Broadcom Inc. | Technology | $2.0M | 0.4% | 5,614 | -9% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.3% | 5,637 | -10% | |||
| 58 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $1.6M | 0.3% | 8,042 | +6% | |||
| 59 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | — | $1.6M | 0.3% | 9,248 | +11% | |||
| 60 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $1.5M | 0.3% | 24K | +4% | |||
| 61 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | — | $1.4M | 0.3% | 26K | New | |||
| 62 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ETF | — | $1.4M | 0.3% | 28K | +7% | |||
| 63 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | — | $1.4M | 0.3% | 8,222 | +8% | |||
| 64 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | — | $1.3M | 0.3% | 16K | +9% | |||
| 65 | — | ISHARES U.S. REAL ESTATE ETF - ETF | — | $1.2M | 0.3% | 13K | +8% | |||
| 66 | — | ISHARES MSCI USA VALUE FACTOR ETF - ETF | — | $1.2M | 0.3% | 6,190 | -47% | |||
| 67 | — | GLOBAL X MSCI NORWAY ETF - ETF | — | $1.1M | 0.2% | 32K | New | |||
| 68 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 7,713 | +269% | |||
| 69 | $WT | WisdomTree, Inc. | Financials | $861K | 0.2% | 17K | +51% | |||
| 70 | $TD | TORONTO DOMINION BANK | Financials | $733K | 0.1% | 6,238 | +13% | |||
| 71 | — | VANECK OIL REFINERS ETF - ETF | — | $710K | 0.1% | 11K | New | |||
| 72 | $MFC | MANULIFE FINANCIAL CORP | Financials | $697K | 0.1% | 16K | +15% | |||
| 73 | $RY | ROYAL BANK OF CANADA | Financials | $679K | 0.1% | 3,455 | +14% | |||
| 74 | $TTE | TotalEnergies SE | Energy | $665K | 0.1% | 7,774 | +32% | |||
| 75 | $IMO | IMPERIAL OIL LTD | Energy | $638K | 0.1% | 5,187 | +29% | |||
| 76 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $636K | 0.1% | 8,948 | +26% | |||
| 77 | $ENB | ENBRIDGE INC | Energy | $633K | 0.1% | 14K | +22% | |||
| 78 | — | VANGUARD FINANCIALS ETF - ETF | — | $631K | 0.1% | 4,853 | +113% | |||
| 79 | $AZO | AUTOZONE INC | Consumer Discretionary | $628K | 0.1% | 222 | +0.9% | |||
| 80 | $NVS | NOVARTIS AG | Healthcare | $626K | 0.1% | 4,392 | New | |||
| 81 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $594K | 0.1% | 3,553 | New | |||
| 82 | — | GLOBAL X MSCI COLOMBIA ETF - ETF | — | $581K | 0.1% | 12K | New | |||
| 83 | — | ISHARES MSCI SINGAPORE ETF - ETF | — | $579K | 0.1% | 17K | New | |||
| 84 | $TFII | TFI International Inc. | Industrials | $561K | 0.1% | 4,677 | +31% | |||
| 85 | — | VANECK AFRICA INDEX ETF - ETF | — | $540K | 0.1% | 20K | New | |||
| 86 | — | ISHARES GLOBAL INFRASTRUCTURE ETF - ETF | — | $464K | 0.1% | 7,539 | New | |||
| 87 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $460K | 0.1% | 1,229 | -5% | |||
| 88 | $DOV | DOVER Corp | Industrials | $451K | 0.1% | 2,855 | -48% | |||
| 89 | — | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF - ETF | — | $422K | 0.1% | 17K | New | |||
| 90 | — | VANGUARD ENERGY ETF - ETF | — | $384K | 0.1% | 2,229 | -13% | |||
| 91 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $375K | 0.1% | 6,895 | -4% | |||
| 92 | $CVS | CVS HEALTH Corp | Healthcare | $372K | 0.1% | 4,344 | +66% | |||
| 93 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | — | $349K | 0.1% | 3,911 | -6% | |||
| 94 | $IDCC | InterDigital, Inc. | Technology | $348K | 0.1% | 1,066 | — | |||
| 95 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $331K | 0.1% | 647 | +3% | |||
| 96 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $319K | 0.1% | 868 | — | |||
| 97 | $SHEL | Shell plc | Energy | $315K | 0.1% | 3,318 | — | |||
| 98 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $313K | 0.1% | 344 | -86% | |||
| 99 | $GLD | SPDR GOLD TRUST | Financials | $305K | 0.1% | 801 | -14% | |||
| 100 | — | SCHWAB CORE BOND ETF - ETF | — | $303K | 0.1% | 12K | New | |||
| 101 | $OKE | ONEOK INC /NEW/ | Energy | $275K | 0.1% | 3,222 | — | |||
| 102 | — | ISHARES CORE S&P 500 ETF - ETF | — | $273K | 0.1% | 357 | -0.3% | |||
| 103 | — | CAPITAL GROUP CORE BOND ETF - ETF | — | $270K | 0.1% | 11K | New | |||
| 104 | $GLDM | World Gold Trust | Financials | $238K | 0.1% | 2,893 | New | |||
| 105 | $STX | Seagate Technology Holdings plc | Technology | $235K | 0.1% | 255 | — | |||
| 106 | $NFLX | NETFLIX INC | Communication Services | $233K | 0.1% | 3,350 | -88% | |||
| 107 | — | VANGUARD S&P 500 ETF - ETF | — | $214K | 0.0% | 305 | -96% | |||
| 108 | $TSLA | Tesla, Inc. | Consumer Discretionary | $211K | 0.0% | 594 | -17% | |||
| 109 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $210K | 0.0% | 320 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 19 new, 55 added to, 29 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
- VANGUARD MORNINGSTAR MID-CAP ETF - ETF$5.8M
first bought this quarter
- ISHARES CORE MSCI EAFE ETF - ETF$5.7M
first bought this quarter
- ISHARES S&P 500 VALUE ETF - ETF$5.6M
first bought this quarter
- ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF$4.2M
first bought this quarter
$MUMICRON TECHNOLOGY INC$2.2M
first bought this quarter
- VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF$2.1M
first bought this quarter
+13 more in the Excel export
Added to (55)
now $19.0M · held 11+ qtrs, 3 adds in a row
- VANGUARD RUSSELL 2000 ETF - ETF+35%
now $12.0M
- STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF+216%
now $4.0M
$AMDADVANCED MICRO DEVICES INC+272%
now $2.6M · held 4 qtrs
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF+8%
now $21.9M
- VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF+16%
now $12.1M
+49 more in the Excel export
Trimmed (29)
- VANGUARD S&P 500 ETF - ETF-96%
now $214K
- FIDELITY TOTAL BOND ETF - ETF-9%
now $20.8M
$COSTCOSTCO WHOLESALE CORP /NEW-86%
now $313K · held 11+ qtrs
$NFLXNETFLIX INC-88%
now $233K · held 9 qtrs
- ISHARES MSCI USA VALUE FACTOR ETF - ETF-47%
now $1.2M
$ADPAUTOMATIC DATA PROCESSING INC-12%
now $7.5M · held 11+ qtrs
+23 more in the Excel export
Sold out (21)
- ISHARES MSCI EMERGING MARKETS ETF - ETFwas $6.5M
- ISHARES S&P 500 GROWTH ETF - ETFwas $5.7M
$IAUISHARES GOLD TRUSTwas $4.2M
held 10+ qtrs
- ISHARES MSCI AUSTRIA ETF - ETFwas $2.3M
- STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF - ETFwas $2.2M
- ISHARES 0-5 YEAR TIPS BOND ETF - ETFwas $1.9M
+15 more in the Excel export
Holdings by quarter
Every 13F Financial & Tax Architects, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Financial & Tax Architects?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Financial & Tax Architects's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 62% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Financial & Tax Architects, LLC disclosed 109 positions worth $486.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 19 new positions and exited 21. The portfolio is most concentrated in Other (54.5% of disclosed assets). All figures are sourced directly from Financial & Tax Architects, LLC’s Form 13F-HR filing with the SEC under CIK 1758543.
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