Financial Architects, LLC - Portfolio overview

Financial Architects, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHP - SCHWAB STRATEGIC TR, 20.10%
2. VTI - VANGUARD INDEX FDS, 12.43%
3. BND - VANGUARD BD INDEX FDS, 9.58%

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

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