StockDriftsStockDriftsTop 50 Financial & Tax Architects LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 5.16% | 970.2K | $25.1M | +5.73%(+52.58K) | $20.92(+25.92%) | 2026-09-30 | |
| EFA | ISHARES MSCI EAFE ETF | 4.85% | 226.9K | $23.6M | +5.36%(+11.54K) | $80.41(+27.94%) | 2026-09-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 4.68% | 29.8K | $22.8M | +7.09%(+1.98K) | $438.07(+74.97%) | 2026-09-30 | |
| USRT | ISHARES CORE U.S. REIT ETF | 4.53% | 358.1K | $22.1M | +5.69%(+19.27K) | $54.18(+13.65%) | 2026-09-30 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4.5% | 239.0K | $21.9M | +8.47%(+18.66K) | $91.64(-0.08%) | 2026-09-30 | |
| FBND | FIDELITY TOTAL BOND ETF | 4.27% | 479.8K | $20.8M | -9.28%(-49.11K) | $45.36(-3.71%) | 2026-09-30 | |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | 3.9% | 189.3K | $19.0M | +32.06%(+45.96K) | $100.15(-0.13%) | 2026-09-30 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.48% | 245.1K | $12.1M | +16.04%(+33.88K) | $50.01(-2.75%) | 2026-09-30 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 2.46% | 106.7K | $12.0M | +35.42%(+27.90K) | $102.89(+6.53%) | 2026-09-30 | |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 2.44% | 117.4K | $11.9M | +9.46%(+10.14K) | $80.02(+19.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.72% | +25.00% | +2.05% | +10.70% |
| Top 20 Holdings Unweighted | +8.14% | +26.45% | +2.60% | +13.69% |
Financial & Tax Architects LLC reports $486.43M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are BCI (5.2%), EFA (4.8%) and SPY (4.7%). The top 20 holdings account for 56.26% of reported assets. Its disclosed equity book has returned +25.00% on a three-year cumulative basis. Figures reflect the Q3 2026 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 & Tax Architects LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1758543). View Financial & Tax Architects LLC’s 13F filings on SEC