Financial & Tax Architects, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Financial & Tax Architects, LLC held in its portfolio 103 assets valued at $445,018,018 (i.e. $445.02M).

The most valuable assets in the portfolio included: VANGUARD TOTAL STOCK MARKET ($26.40M), ISHARES MSCI EAFE ($20.80M), and SPDR S&P 500 ETF TRUST ($20.73M).

The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Financial & Tax Architects, LLC Portfolio

VANGUARD TOTAL STOCK MARKET

ISHARES MSCI EAFE

SPDR S&P 500 ETF TRUST

ISHARES 7-10 YEAR TREASURY BOND

ISHARES CORE U.S. REIT

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE

INVESCO EMERGING MARKETS SOVEREIGN DEBT

ISHARES CORE U.S. AGGREGATE BOND

PROSHARES S&P 500 DIVIDEND ARISTOCRATS

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES

Financial & Tax Architects, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD TOTAL STOCK MARKET	78730	26395955	ETF
ISHARES MSCI EAFE	216618	20801807	ETF
SPDR S&P 500 ETF TRUST	30398	20728701	COM
ISHARES 7-10 YEAR TREASURY BOND	196079	18854967	ETF
ISHARES CORE U.S. REIT	328323	18701273	ETF
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE	887215	17327301	ETF
INVESCO EMERGING MARKETS SOVEREIGN DEBT	645169	13974362	ETF
ISHARES CORE U.S. AGGREGATE BOND	115271	11513291	ETF
PROSHARES S&P 500 DIVIDEND ARISTOCRATS	88673	9228152	ETF
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES	183575	9079615	ETF
WALMART INC	79050	8807010	COM
INTERNATIONAL BUSINESS MACHS	28563	8460675	COM
JOHNSON & JOHNSON	39835	8243799	COM
ABBVIE INC	35570	8127433	COM
CATERPILLAR INC	13438	7698492	COM
S&P GLOBAL INC	14676	7669546	COM
EXXON MOBIL CORP	63433	7633504	COM
GENERAL DYNAMICS CORP	22621	7615616	COM
NEXTERA ENERGY INC	94313	7571464	COM
MEDTRONIC PLC	78287	7520264	SHS
ABBOTT LABS	58857	7374203	COM
COCA COLA CO	105298	7361396	COM
CHEVRON CORP NEW	48089	7329291	COM
MCDONALDS CORP	23979	7328684	COM
LOWES COS INC	29984	7230881	COM
PEPSICO INC	49174	7057472	COM
AUTOMATIC DATA PROCESSING INC	27007	6947021	COM
PROCTER AND GAMBLE CO	47142	6755863	COM
ECOLAB INC	25356	6656457	COM
SHERWIN WILLIAMS CO	20354	6595281	COM
VANGUARD RUSSELL 2000	66157	6583895	ETF
NVIDIA CORPORATION	34933	6515037	COM
VANGUARD TOTAL BOND MARKET	83205	6162994	ETF
ISHARES TIPS BOND	43113	4738593	ETF
APPLE INC	17083	4644255	COM
ISHARES GOLD TRUST	49993	4057932	COM
MICROSOFT CORP	8123	3928520	COM
ACCESS TREASURY 0-1 YEAR	37478	3745572	ETF
SPDR GOLD SHARES	9372	3714217	COM
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND	44389	3579064	ETF
ISHARES BROAD USD HIGH YIELD CORPORATE BOND	95401	3567532	ETF
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	36692	3479157	COM
SCHWAB INTERMEDIATE-TERM US TREASURY	137820	3456517	ETF
VANGUARD REAL ESTATE	38508	3407553	ETF
ISHARES 10-20 YEAR TREASURY BOND	33494	3405308	ETF
ISHARES S&P 500 GROWTH	26987	3326418	ETF
ISHARES MSCI EMERGING MARKETS	59220	3239926	ETF
ALPHABET INC CAP STK	8114	2546145	CL C
AMAZON COM INC	10675	2464004	COM
ASML HOLDING N V N Y REGISTRY	2214	2368670	SHS
ISHARES MSCI USA VALUE FACTOR	16897	2310327	ETF
META PLATFORMS INC	3440	2270962	CL A
BROADCOM INC	6559	2270224	COM
ISHARES MSCI SPAIN	41751	2250796	ETF
COSTCO WHSL CORP NEW	2394	2064583	COM
ISHARES 0-5 YEAR TIPS BOND	19816	2028960	ETF
NETFLIX INC	20416	1914204	COM
ABRDN PHYSICAL GOLD SHARES	39384	1617895	ETF
WISDOMTREE INDIA EARNINGS FUND	29535	1367175	COM
STATE STREET UTILITIES SELECT SECTOR SPDR	31427	1341598	ETF
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL	14435	1319072	ETF
STATE STREET HEALTH CARE SELECT SECTOR SPDR	8495	1315102	ETF
STATE STREET SPDR PORTFOLIO AGGREGATE BOND	49402	1272099	ETF
STATE STREET TECHNOLOGY SELECT SECTOR SPDR	8806	1267806	ETF
VANGUARD COMMUNICATION SERVICES	6506	1259771	ETF
STATE STREET FINANCIAL SELECT SECTOR SPDR	22761	1246631	ETF
STATE STREET ENERGY SELECT SECTOR SPDR	26985	1206521	ETF
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR	9929	1185629	ETF
STATE STREET INDUSTRIAL SELECT SECTOR SPDR	7601	1179081	ETF
STATE STREET MATERIALS SELECT SECTOR SPDR	24190	1097026	ETF
ISHARES U.S. REAL ESTATE	11307	1061632	ETF
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS	55618	1061191	ETF
NOVARTIS AG SPONSORED	6602	910196	ADR
TORONTO DOMINION BK ONT COM NEW	9293	875401	COM
VODAFONE GROUP PLC NEW SPONSORED	65525	865585	ADR
VANECK MERK GOLD	20838	864360	ETF
BRITISH AMERN TOB PLC SPONSORED	15197	860477	ADR
TE CONNECTIVITY PLC	3566	811301	ORD SHS
ENBRIDGE INC	16631	795461	COM
SUN LIFE FINANCIAL INC.	12280	766272	COM
SONY GROUP CORP SPONSORED	28547	730803	ADR
IMPERIAL OIL LTD COM NEW	8413	726126	COM
ALLEGION PLC	4537	722381	ORD SHS
BANK AMERICA CORP	8613	473690	COM
EMERSON ELEC CO	3533	468855	COM
ISHARES CORE S&P 500	625	427941	ETF
ISHARES GLOBAL UTILITIES	5150	405046	ETF
POWERSHARES QQQ TRUST SERIES 1	659	404614	COM
ISHARES GLOBAL INFRASTRUCTURE	6392	392213	ETF
MASTERCARD INCORPORATED	676	385931	CL A
TESLA INC	809	363824	COM
VANGUARD SHORT-TERM BOND	4615	363693	ETF
VANGUARD ENERGY	2704	340437	ETF
INTERDIGITAL INC	1066	339393	COM
NEOS S&P 500 HIGH INCOME	5643	296448	ETF
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH	2726	290818	ETF
UNITEDHEALTH GROUP INC	868	286535	COM
Invesco Top QQQ	7152	275121	ETF
ADVANCED MICRO DEVICES INC	1173	251210	COM
ISHARES GLOBAL CONSUMER STAPLES	3775	244054	ETF
SHELL PLC SPON	3318	243807	ADS
CVS HEALTH CORP	2577	204550	COM
STIFEL FINL CORP	1614	202105	COM