Financial & Tax Architects, LLC

Q4 2025 13F Holdings

  • Location
    st louis, MO
  • Num holdings

    103

  • Value ($000)

    $445,018

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0001758543
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET

ETF
922908769
$26.40 M
6 %

78,730

E
EFA

ISHARES MSCI EAFE

ETF
464287465
$20.80 M
5 %

216,618

S
SPY

SPDR S&P 500 ETF TRUST

COM
78462F103
$20.73 M
5 %

30,398

I
IEF

ISHARES 7-10 YEAR TREASURY BOND

ETF
464287440
$18.85 M
4 %

196,079

U
USRT

ISHARES CORE U.S. REIT

ETF
464288521
$18.70 M
4 %

328,323

---

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE

ETF
003261104
$17.33 M
4 %

887,215

P
PCY

INVESCO EMERGING MARKETS SOVEREIGN DEBT

ETF
46138E784
$13.97 M
3 %

645,169

A
AGG

ISHARES CORE U.S. AGGREGATE BOND

ETF
464287226
$11.51 M
3 %

115,271

N
NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS

ETF
74348A467
$9.23 M
2 %

88,673

V
VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES

ETF
922020805
$9.08 M
2 %

183,575

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