Financial & Tax Architects, LLC - Portfolio overview

Financial & Tax Architects, LLC has 132 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 5.14%
2. BCI - ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF, 4.55%
3. FBND - FIDELITY TOTAL BOND ETF, 4.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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