StockDriftsStockDriftsTop 50 Financial Architects, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.25% | 179.2K | $34.8M | +5.90%(+9.98K) | — | 2023-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.02% | 514.5K | $26.6M | +0.54%(+2.77K) | — | 2023-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.69% | 336.9K | $24.5M | +2.36%(+7.75K) | — | 2023-06-30 | |
| MSFT | MICROSOFT CORP | 3.29% | 63.9K | $21.8M | +64.89%(+25.16K) | — | 2023-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.96% | 354.1K | $19.6M | +6.80%(+22.56K) | — | 2023-06-30 | |
| TSLA | TESLA INC | 2.86% | 72.4K | $18.9M | +0.00%(+0) | — | 2023-06-30 | |
| USMV | ISHARES TR | 2.45% | 218.4K | $16.2M | -2.74%(-6.15K) | — | 2023-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.17% | 135.5K | $14.4M | +0.01%(+18) | — | 2023-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.96% | 171.9K | $13.0M | +4.63%(+7.60K) | — | 2023-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.95% | 74.2K | $12.9M | +1.77%(+1.29K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Financial Architects, Inc reports $662.53M in US-listed equity holdings across 316 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), SCHB (4.0%) and SCHD (3.7%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Architects, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1416692). View Financial Architects, Inc’s 13F filings on SEC