Financial & Tax Architects, LLC: 13F holdings
CIK 17585432026Q2
| Positions | 110 |
|---|---|
| Reported value | $474.3m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FBND FIDELITY TOTAL BOND ETF | 528,955 | $24.1m | 5.1% |
| USRT ISHARES CORE U.S. REIT ETF | 338,845 | $22.5m | 4.7% |
| EFA ISHARES MSCI EAFE ETF | 215,339 | $22.4m | 4.7% |
| SPY STATE STREET SPDR S&P 500 ETF | 27,859 | $20.8m | 4.4% |
| BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 917,652 | $20.5m | 4.3% |
| BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 220,325 | $20.2m | 4.3% |
| GBIL ACCESS TREASURY 0-1 YEAR ETF | 143,348 | $14.4m | 3.0% |
| CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 107,263 | $11.6m | 2.4% |
| VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 211,203 | $10.6m | 2.2% |
| CAT CATERPILLAR INC COM | 9,062 | $9.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1758543")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.