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 & Tax Architects, LLC (CIK 1758543) reported $448.4M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($25.9M, 5.77%), BCI ($22.9M, 5.10%), EFA ($20.4M, 4.55%), USRT ($19.3M, 4.31%), SPY ($19.3M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $25.9M | 5.77% | 80,604 | Added |
| 2 | BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $22.9M | 5.10% | 942,286 | Added |
| 3 | EFA | ISHARES MSCI EAFE ETF | $20.4M | 4.55% | 210,197 | Trimmed |
| 4 | USRT | ISHARES CORE U.S. REIT ETF | $19.3M | 4.31% | 326,791 | Trimmed |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF | $19.3M | 4.30% | 29,632 | Trimmed |
| 6 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $19.0M | 4.23% | 198,604 | Added |
| 7 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $10.2M | 2.27% | 102,613 | Trimmed |
| 8 | CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $9.6M | 2.14% | 105,088 | New |
| 9 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $9.4M | 2.09% | 187,643 | Added |
| 10 | XOM | EXXON MOBIL CORP COM | $9.1M | 2.03% | 53,654 | Trimmed |
| 11 | CVX | CHEVRON CORPORATION COM | $9.0M | 2.02% | 43,720 | Trimmed |
| 12 | WMT | WALMART INC COM | $8.9M | 1.99% | 71,868 | Trimmed |
| 13 | NEE | NEXTERA ENERGY INC COM | $8.1M | 1.81% | 87,289 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON COM | $8.0M | 1.79% | 32,887 | Trimmed |
| 15 | CAT | CATERPILLAR INC COM | $7.7M | 1.71% | 10,812 | Trimmed |
| 16 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $7.6M | 1.69% | 71,692 | Trimmed |
| 17 | KO | COCA COLA CO COM | $7.5M | 1.66% | 98,087 | Trimmed |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS COM | $7.4M | 1.65% | 30,477 | Added |
| 19 | ABBV | ABBVIE INC COM | $7.3M | 1.64% | 33,759 | Trimmed |
| 20 | VTWO | VANGUARD RUSSELL 2000 ETF | $7.3M | 1.63% | 73,017 | Added |
| 21 | GD | GENERAL DYNAMICS CORP COM | $7.2M | 1.61% | 21,089 | Trimmed |
| 22 | PEP | PEPSICO INC COM | $7.2M | 1.60% | 46,342 | Trimmed |
| 23 | MCD | MCDONALDS CORP COM | $7.1M | 1.58% | 22,730 | Trimmed |
| 24 | LOW | LOWES COS INC COM | $6.7M | 1.50% | 28,466 | Trimmed |
| 25 | SPGI | S&P GLOBAL INC COM | $6.7M | 1.49% | 15,696 | Added |
Source: SEC Form 13F filings · as of 2026-03-31