IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Financial & Tax Architects, LLC

Q1 2026 Holdings

Filed 2026-04-23 | 108 holdings | $448.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$25.9M80,6045.8%
Abrdn Bloomberg All Commodity Strategy K-1 Free ETF(BCI)ETF003261104$22.9M942,2865.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$20.4M210,1974.6%
Ishares Core U.S. REIT ETF(USRT)ETF464288521$19.3M326,7914.3%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$19.3M29,6324.3%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$19.0M198,6044.2%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$10.2M102,6132.3%
State Street Spdr Bloomberg Convertible Securities ETF(CWB)ETF78464A359$9.6M105,0882.1%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$9.4M187,6432.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$9.1M53,6542.0%
Chevron Corporation COM(CVX)Stock166764100$9.0M43,7202.0%
Walmart Inc COM(WMT)Stock931142103$8.9M71,8682.0%
Nextera Energy Inc COM(NEE)Stock65339F101$8.1M87,2891.8%
Johnson & Johnson COM(JNJ)Stock478160104$8.0M32,8871.8%
Caterpillar Inc COM(CAT)Stock149123101$7.7M10,8121.7%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$7.6M71,6921.7%
Coca Cola Co COM(KO)Stock191216100$7.5M98,0871.7%
International Business Machs COM(IBM)Stock459200101$7.4M30,4771.6%
Abbvie Inc COM(ABBV)Stock00287Y109$7.3M33,7591.6%
Vanguard Russell 2000 ETF(VTWO)ETF92206C664$7.3M73,0171.6%
General Dynamics Corp COM(GD)Stock369550108$7.2M21,0891.6%
Pepsico Inc COM(PEP)Stock713448108$7.2M46,3421.6%
Mcdonalds Corp COM(MCD)Stock580135101$7.1M22,7301.6%
Lowes COS Inc COM(LOW)Stock548661107$6.7M28,4661.5%
Procter & Gamble Co COM(PG)Stock742718109$6.7M46,2831.5%
S&P Global Inc COM(SPGI)Stock78409V104$6.7M15,6961.5%
Abbott Laboratories COM(ABT)Stock002824100$6.6M64,0501.5%
Medtronic PLC SHS(MDT)StockG5960L103$6.5M74,6361.4%
Sherwin Williams Co COM(SHW)Stock824348106$6.4M20,0671.4%
Automatic Data Processing Inc COM(ADP)Stock053015103$6.4M31,6321.4%
Nvidia Corporation COM(NVDA)Stock67066G104$6.1M34,7551.4%
Ecolab Inc COM(ECL)Stock278865100$5.8M21,6501.3%
Invesco Emerging Markets Sovereign Debt ETF(PCY)ETF46138E784$4.8M231,8341.1%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$4.7M7,6901.1%
Spdr Gold Shares(GLD)ETF78463V107$4.6M10,6051.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.3M67,7091.0%
Access Treasury 0-1 Year ETF(GBIL)ETF381430529$4.3M42,9471.0%
Apple Inc COM(AAPL)Stock037833100$4.3M16,7740.9%
Ishares Tips Bond ETF(TIP)ETF464287176$4.2M38,1410.9%
Ishares Gold Trust(IAU)ETF464285204$4.2M47,5300.9%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$4.2M73,3050.9%
Schwab Intermediate-Term US Treasury ETF(SCHR)ETF808524854$4.1M164,6480.9%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$4.0M39,7980.9%
Vanguard Real Estate ETF(VNQ)ETF922908553$4.0M45,0880.9%
Ishares Broad USD High Yield Corporate Bond ETF(USHY)ETF46435U853$3.8M103,8900.9%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)ETF464288513$3.8M47,1480.8%
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund(HYS)ETF72201R783$3.7M39,5310.8%
Microsoft Corp COM(MSFT)Stock594918104$3.3M8,8200.7%
Netflix Inc. COM(NFLX)Stock64110L106$2.5M26,0250.6%
Ishares Msci Spain ETF(EWP)ETF464286764$2.5M45,5600.6%
Page 1 of 3Next