Financial & Tax Architects, LLC — 13F holdings

Financial & Tax Architects, LLC reported 109 holdings worth $486M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. BCI ABRDN ETFS — $25.1M (5.2%)
  2. EFA ISHARES TR — $23.6M (4.8%)
  3. SPY SPDR S&P 500 ETF TR — $22.8M (4.7%)
  4. USRT ISHARES TR — $22.1M (4.5%)
  5. BIL SPDR SERIES TRUST — $21.9M (4.5%)
  6. FBND FIDELITY MERRIMACK STR TR — $20.8M (4.3%)
  7. GBIL GOLDMAN SACHS ETF TR — $19.0M (3.9%)
  8. VTIP VANGUARD MALVERN FDS — $12.1M (2.5%)
  9. VTWO VANGUARD SCOTTSDALE FDS — $12.0M (2.5%)
  10. CWB SPDR SERIES TRUST — $11.9M (2.4%)