Financial & Tax Architects, LLC - Portfolio Stock Holdings
Financial & Tax Architects, LLC disclosed 130 stock positions in a recent SEC 13F filing. $486,429,736 of stock holdings were filed, with the largest holdings including BCI, EFA, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $506,245,828 and has 71 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
130Est. Stock Holding Value:
$486,429,736Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial & Tax Architects, LLC
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