Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Architects, LLC (CIK 2008540) reported $189.6M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHP ($40.5M, 21.36%), VTI ($25.0M, 13.21%), BND ($19.3M, 10.18%), BNDX ($16.1M, 8.48%), GSSC ($13.2M, 6.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHP | SCHWAB STRATEGIC TR | $40.5M | 21.36% | 1.5M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $25.0M | 13.21% | 78,072 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $19.3M | 10.18% | 262,008 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $16.1M | 8.48% | 334,486 | Trimmed |
| 5 | GSSC | GOLDMAN SACHS ETF TR | $13.2M | 6.94% | 176,620 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $11.5M | 6.04% | 192,290 | Added |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $11.1M | 5.87% | 317,350 | Trimmed |
| 8 | DISV | DIMENSIONAL ETF TRUST | $9.6M | 5.07% | 243,890 | Trimmed |
| 9 | DFEV | DIMENSIONAL ETF TRUST | $9.6M | 5.06% | 268,085 | Added |
| 10 | EUSA | ISHARES INC | $8.3M | 4.39% | 81,715 | Added |
| 11 | MTUM | ISHARES TR | $8.1M | 4.28% | 33,835 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $5.5M | 2.89% | 71,083 | Trimmed |
| 13 | ITOT | ISHARES TR | $2.6M | 1.38% | 18,355 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $1.8M | 0.93% | 35,160 | Added |
| 15 | IAGG | ISHARES TR | $1.7M | 0.90% | 34,210 | Added |
| 16 | FNDA | SCHWAB STRATEGIC TR | $1.3M | 0.68% | 39,545 | Added |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.3M | 0.68% | 11,590 | Added |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $650,238 | 0.34% | 5,800 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $502,830 | 0.27% | 2,620 | Added |
| 20 | AAPL | APPLE INC | $380,685 | 0.20% | 1,500 | Trimmed |
| 21 | HD | HOME DEPOT INC | $362,437 | 0.19% | 1,102 | Trimmed |
| 22 | IXUS | ISHARES TR | $336,163 | 0.18% | 3,880 | Hold |
| 23 | AVDV | AMERICAN CENTY ETF TR | $350,509 | 0.18% | 3,510 | Added |
| 24 | AGG | ISHARES TR | $315,679 | 0.17% | 3,180 | Added |
| 25 | AVES | AMERICAN CENTY ETF TR | $282,506 | 0.15% | 4,710 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31