Financial & Tax Architects, LLC Purchases in Q4 2025

Financial & Tax Architects, LLC

  • $445 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
77.4K
+ 5766.62%
$321.8 - $337.95 $24.9M - $26.2M
78.7K $26.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
184K
New
$49.98 - $50.22 $9.18M - $9.22M
184K $9.08B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
416K
+ 181.01%
$21.4 - $22.03 $8.89M - $9.16M
645K $14B
ECL
Ecolab Inc.

Basic Materials
25.4K
New
$253.06 - $281.35 $6.42M - $7.13M
25.4K $6.66B
GLD
Spdr Gold Trust

ETFs
8.72K
+ 1344.07%
$354.79 - $403.15 $3.09M - $3.52M
9.37K $3.71B
VNQ
Vanguard Specialized Funds Van

ETFs
38.5K
New
$88.13 - $92.69 $3.39M - $3.57M
38.5K $3.41B
EEM
Ishares Msci Emerging Markets

ETFs
59.2K
New
$51.94 - $56.01 $3.08M - $3.32M
59.2K $3.24B
VTWO
Vanguard Russell 2000 ETF

ETFs
23.8K
+ 56.32%
$95.72 - $101.47 $2.28M - $2.42M
66.2K $6.58B
IVW
Ishares S&P 500 Growth ETF

ETFs
14.9K
+ 122.94%
$118.29 - $126.28 $1.76M - $1.88M
27K $3.33B
EWP
Ishares Inc Msci Spain ETF

ETFs
26.4K
+ 172.24%
$48.33 - $52.52 $1.28M - $1.39M
41.8K $2.25B
XLV
Select Sector Spdr Fund Health

ETFs
8.5K
New
$141.95 - $152.82 $1.21M - $1.3M
8.5K $1.32B
TD
Toronto Dominion Bank

Financial Services
9.29K
New
$78.32 - $82.74 $728K - $769K
9.29K $875M
VOD
Vodafone Group Public LTD CO

Communication Services
65.5K
New
$11.17 - $12.67 $732K - $830K
65.5K $866M
SPGI
S&P Global Inc.

Financial Services
100
+ 0.69%
$472.05 - $502.96 $47.2K - $50.3K
14.7K $7.67B
JXI
Ishares Tr Global Utils ETF

ETFs
5.15K
New
$78.02 - $81.52 $402K - $420K
5.15K $405M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16K
+ 13.16%
$25.03 - $25.34 $401K - $406K
138K $3.46B
IGF
Ishares Global Infrastructure

ETFs
6.39K
New
$60.97 - $62.49 $390K - $399K
6.39K $392M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.24K
+ 14.47%
$102.37 - $105.36 $434K - $446K
33.5K $3.41B
AAPL
Apple Inc.

Technology
267
+ 1.59%
$245.27 - $275.25 $65.5K - $73.5K
17.1K $4.64B
IDCC
Inter Digital, Inc.

Communication Services
1.07K
New
$337.32 - $396.54 $360K - $423K
1.07K $339M
AMZN
Amazon Com Inc

Consumer Cyclical
833
+ 8.46%
$213.04 - $254.0 $177K - $212K
10.7K $2.46B
Invesco Top Qqq
7.15K
New
N/A
7.15K $275M
AMD
Advanced Micro Devices Inc

Technology
1.17K
New
$164.01 - $264.33 $192K - $310K
1.17K $251M
KXI
Ishares Tr Global Consumer Sta

ETFs
3.78K
New
$63.38 - $66.34 $239K - $250K
3.78K $244M
CVS
Cvs Health Corp

Healthcare
2.58K
New
$76.69 - $83.04 $198K - $214K
2.58K $205M
SF
Stifel Financial Corp

Financial Services
1.61K
New
$107.06 - $125.02 $173K - $202K
1.61K $202M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.9K
+ 24.44%
$19.16 - $19.36 $209K - $211K
55.6K $1.06B
COST
Costco Wholesale Corp

Consumer Defensive
373
+ 18.46%
$910.94 - $954.99 $340K - $356K
2.39K $2.06B
META
Meta Platforms, Inc.

Communication Services
561
+ 19.49%
$609.01 - $751.67 $342K - $422K
3.44K $2.27B
OUNZ
Van Eck Merk Gold Trust

ETFs
1.68K
+ 8.77%
$37.12 - $42.17 $62.4K - $70.9K
20.8K $864M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.8K
+ 3.02%
$37.19 - $37.8 $104K - $106K
95.4K $3.57B
XLI
Industrial Sector Spdr

ETFs
388
+ 5.38%
$149.9 - $155.79 $58.2K - $60.4K
7.6K $1.18B
HYG
Ishares Tr

ETFs
989
+ 2.28%
$79.95 - $81.28 $79.1K - $80.4K
44.4K $3.58B
VOX
Vanguard Communication Service

ETFs
79
+ 1.23%
$180.26 - $190.8 $14.2K - $15.1K
6.51K $1.26B
XLF
Financial Sector Spdr

ETFs
585
+ 2.64%
$51.76 - $53.77 $30.3K - $31.5K
22.8K $1.25B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.12K
+ 4.48%
$25.75 - $26.12 $54.5K - $55.3K
49.4K $1.27B
XLY
Select Sector Spdr Consumer Di

ETFs
5.17K
+ 108.55%
$228.75 - $242.18 $1.18M - $1.25M
9.93K $1.19B
TSLA
Tesla, Inc.

Consumer Cyclical
81
+ 11.13%
$401.99 - $468.37 $32.6K - $37.9K
809 $364M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
669
+ 1.86%
$94.22 - $95.83 $63K - $64.1K
36.7K $3.48B
SLF
Sun Life Financial Inc

Financial Services
26
+ 0.21%
$57.97 - $62.38 $1.51K - $1.62K
12.3K $766M
MA
Mastercard Inc

Financial Services
50
+ 7.99%
$536.85 - $580.45 $26.8K - $29K
676 $386M
XLE
Energy Sector Spdr

ETFs
13.7K
+ 102.88%
$85.22 - $92.02 $1.17M - $1.26M
27K $1.21B
SPYG
Spdr Portfolio

ETFs
88
+ 3.34%
$102.4 - $109.39 $9.01K - $9.63K
2.73K $291M
NFLX
Netflix Inc

Communication Services
18.8K
+ 1185.64%
$110.29 - $1241.35 $2.08M - $23.4M
20.4K $1.91B
EMR
Emerson Electric CO

Industrials
6
+ 0.17%
$126.01 - $140.03 $756 - $840
3.53K $469M
XLU
Utilities Sector Spdr

ETFs
16.1K
+ 104.82%
$87.89 - $92.9 $1.41M - $1.49M
31.4K $1.34B
VDE
Vanguard Energy ETF

ETFs
25
+ 0.93%
$120.37 - $129.34 $3.01K - $3.23K
2.7K $340M
XLK
Technology Sector Spdr

ETFs
4.32K
+ 96.17%
$278.39 - $304.13 $1.2M - $1.31M
8.81K $1.27B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.37%
$78.65 - $79.19 $1.34K - $1.35K
4.62K $364M
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial & Tax Architects, LLC Portfolio

Follow Financial & Tax Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email