Financial Architects, LLC Portfolio Holdings

Financial Architects, LLC

  • $156 Billion
  • Q4 2024

Financial Architects, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $31.3B, Vanguard Total Stock Market Et with a value of $27.4B, Vanguard Bd Index Fd Inc Total with a value of $15.3B, Vanguard Total International B with a value of $13.8B, and Goldman Sachs ETF Tr Activebet with a value of $11B.

Examining the 13F form we can see an increase of $925M in the current position value, from $155B to 156B.

Financial Architects, LLC is based out at Woodstock, GA

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

Portfolio value $156 Billion
ETFs: $153 Billion
Financial Services: $2.42 Billion
Technology: $637 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.5B
$2.42 Billion 1.55% of portfolio
11,349
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $156 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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