Financial & Tax Architects, LLC 13F Holdings
CIK 0001758543 · ST LOUIS, MO
As of Sep 30, 2025, Financial & Tax Architects, LLC reported 104 positions worth $453.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | EFA | — | 237,642 | $22.2M | 4.90% |
| FIDELITY TOTAL BOND ETF | FBND | — | 474,361 | $21.9M | 4.84% |
| SPDR S&P 500 ETF TRUST | SPY | — | 32,921 | $21.9M | 4.84% |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | BCI | — | 959,266 | $20.7M | 4.56% |
| ISHARES CORE US REIT ETF | USRT | — | 347,503 | $20.4M | 4.50% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 209,066 | $20.2M | 4.45% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 138,314 |