Financial & Tax Architects, LLC
Annual return '25
+9.9%
SPY '25
+17.7%
Alpha
-7.8ptsvs SPY
Invested
$448.4M
Holdings
109
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: New position (2.5k shares)
5.8%
02
$BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
Q2 2025: Exited (was 930.9k shares)
5.1%
03
$EFA
ISHARES MSCI EAFE ETF
Q1 2026: New position (5.5k shares)
4.6%
04
$USRT
ISHARES CORE U.S. REIT ETF
Q2 2025: Exited (was 308.7k shares)
4.3%
05
$SPY
STATE STREET SPDR S&P 500 ETF
Q1 2026: New position (774 shares)
4.3%
06
$IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
Q2 2025: Increased +5.4% (193.2k → 203.7k shares)
4.2%
07
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Q1 2026: New position (17.4k shares)
2.3%
08
$CWB
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Q2 2025: Increased +1.5% (120.7k → 122.4k shares)
2.1%
09
$VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Q2 2025: New position (283.2k shares)
2.1%
10
$XOM
EXXON MOBIL CORP COM
Q1 2026: New position (2.9k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.