Financial & Tax Architects, LLC
All 13F Filings
- Location
- St Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 474,275
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 110 | 474,275 | 13F-HR | Financial & Tax Architects, LLC |
| Q1 2026 | 4/23/2026 | 108 | 448,380 | 13F-HR | Financial & Tax Architects, LLC |
| Q4 2025 | 1/21/2026 | 103 | 445,018 | 13F-HR | Financial & Tax Architects, LLC |
| Q3 2025 | 11/5/2025 | 104 | 453,134 | 13F-HR | Financial & Tax Architects, LLC |
| Q2 2025 | 8/13/2025 | 93 | 411,675 | 13F-HR | Financial & Tax Architects, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.6 K | 40.8% | 8.58 K | 0 | 8.58 K |
| ETFs | 280.7 K | 59.2% | 17.32 K | 0 | 17.32 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
474,275
Holdings
110
QoQ value change ($000)
25,895
(5.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.