Financial & Tax Architects, LLC Portfolio Holdings

Financial & Tax Architects, LLC

  • $445 Billion
  • Q4 2025

Financial & Tax Architects, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $445 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $26.4B, Ishares Tr Msci Eafe ETF with a value of $20.8B, Spdr S&P 500 ETF Trust with a value of $20.7B, Ishares Barclays with a value of $18.9B, and Ishares Core U.S. Reit ETF with a value of $18.7B.

Examining the 13F form we can see an decrease of $8.12B in the current position value, from $453B to 445B.

Financial & Tax Architects, LLC is based out at St Louis, MO

Below you can find more details about Financial & Tax Architects, LLC portfolio as well as his latest detailed transactions.

Portfolio value $445 Billion
ETFs: $252 Billion
Consumer Defensive: $32.9 Billion
Healthcare: $32.7 Billion
Technology: $29.2 Billion
Industrials: $23.5 Billion
Consumer Cyclical: $17.4 Billion
Energy: $16.7 Billion
Basic Materials: $13.3 Billion
Other: $25.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.8B
$202 Million 0.05% of portfolio
1,614
Q4 2025 New
$0
$244 Million 0.05% of portfolio
3,775
Q4 2025 New
$270B
$244 Million 0.05% of portfolio
3,318
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $445 Billion
  • Prior Value $453 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 16 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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