—

Financial & Tax Architects, LLC

Q1 2026 13F Holdings

  • Location
    st louis, MO
  • Num holdings

    108

  • Value ($000)

    $448,380

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0001758543
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$25.86M
6 %

80,604

---

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

ETF
003261104
$22.89M
5 %

942,286

E
EFA

ISHARES MSCI EAFE ETF

ETF
464287465
$20.42M
5 %

210,197

U
USRT

ISHARES CORE U.S. REIT ETF

ETF
464288521
$19.34M
4 %

326,791

S
SPY

STATE STREET SPDR S&P 500 ETF

ETF
78462F103
$19.27M
4 %

29,632

I
IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

ETF
464287440
$18.95M
4 %

198,604

A
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
464287226
$10.19M
2 %

102,613

---

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

ETF
78464A359
$9.62M
2 %

105,088

V
VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF
922020805
$9.37M
2 %

187,643

X
XOM

EXXON MOBIL CORP COM

STOCK
30231G102
$9.1M
2 %

53,654

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 108