Financial & Tax Architects, LLC
All 13F Filings
- Location
- St Louis, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 448,380
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 185 K | 41.3% | 0 | 40.99 K | -40.99 K |
| ETFs | 263.4 K | 58.7% | 44.35 K | 0 | 44.35 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
448,380
Holdings
108
QoQ value change ($000)
3,362
(0.8%)
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.