account_balance

Investment manager · 13F filer · SEC CIK 1758543

Financial & Tax Architects, LLC

Reported value$486Mas of Sep 30, 2026

Positions109 20 new, 21 sold out

Top 10 weight39.3%BCI alone is 5%

FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

BCIAbrdn Bloomberg All Commodity Strategy K-1 Free ETF

5.2%Added +6%

EFAiShares MSCI EAFE ETF

4.8%Added +5%

SPYSPDR S&P 500 ETF Trust

4.7%Added +7%

USRTiShares Core U.S. REIT ETF

4.5%Added +6%

BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF

4.5%Added +8%

FBNDFidelity Total Bond ETF

4.3%Trimmed −9%

GBILAccess Treasury 0-1 Year ETF

3.9%Added +32%

VTIPVanguard Short-Term Inflation-Protected Securities ETF

2.5%Added +16%

VTWOVanguard Russell 2000 ETF

2.5%Added +35%

CWBState Street SPDR Bloomberg Convertible Securities ETF

2.4%Added +9%

ABBVAbbVie Inc.

1.8%

CVXChevron Corp

1.8%Added +2%

BCIAbrdn Bloomberg All Commodity Strategy K-1 Free ETF

5.2%+6%

EFAiShares MSCI EAFE ETF

4.8%

SPYSPDR S&P 500 ETF Trust

4.7%

USRTiShares Core U.S. REIT ETF

4.5%

BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF

4.5%

FBNDFidelity Total Bond ETF

4.3%−9%

GBILAccess Treasury 0-1 Year ETF

3.9%

VTIPVanguard Short-Term Inflation-Protected Securities ETF

2.5%

VTWOVanguard Russell 2000 ETF

2.5%

CWB2.4%

ABBVCVX1.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

BCI Abrdn Bloomberg All Commodity Strategy K-1 Free ETF 5.2% Added +6%

EFA iShares MSCI EAFE ETF 4.8% Added +5%

SPY SPDR S&P 500 ETF Trust 4.7% Added +7%

USRT iShares Core U.S. REIT ETF 4.5% Added +6%

BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 4.5% Added +8%

FBND Fidelity Total Bond ETF 4.3% Trimmed −9%

GBIL Access Treasury 0-1 Year ETF 3.9% Added +32%

VTIP Vanguard Short-Term Inflation-Protected Securities ETF 2.5% Added +16%

VTWO Vanguard Russell 2000 ETF 2.5% Added +35%

CWB State Street SPDR Bloomberg Convertible Securities ETF 2.4% Added +9%

ABBV AbbVie Inc. 1.8% Held CVX Chevron Corp 1.8% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 23, 2026 filing

add_circleNew

VO $5.8M
IEFA $5.72M
IVE $5.61M
SHV $4.21M

arrow_upwardAdded

AMD +272%
PKW +269%
SPAB +216%
VTWO +35%

arrow_downwardTrimmed

VLUE −47%
ASML −20%
AAPL −13%
ADP −12%

remove_circleSold out

EEM $6.47M
IVW $5.7M
IAU $4.2M
EWO $2.27M

Financial & Tax Architects, LLC

Where the money is

Biggest moves since Jun 30, 2026

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