Financial Architects, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Financial Architects, LLC held in its portfolio 30 assets valued at $185,933,608 (i.e. $185.93M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($38.00M), VANGUARD INDEX FDS ($27.09M), and VANGUARD BD INDEX FDS ($18.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Architects, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1434570 | 38001759 | US TIPS ETF |
| VANGUARD INDEX FDS | 80806 | 27091828 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 250044 | 18520759 | TOTAL BND MRKT |
| VANGUARD CHARLOTTE FDS | 343006 | 16574050 | TOTAL INT BD ETF |
| GOLDMAN SACHS ETF TR | 176790 | 13370628 | ACTIVEBETA US |
| VANGUARD SCOTTSDALE FDS | 180335 | 10807477 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 320990 | 10557361 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 247530 | 9406140 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 265840 | 8969442 | EMERGING MKTS VA |
| ISHARES TR | 32825 | 8216426 | MSCI USA MMENTM |
| ISHARES INC | 76810 | 7939850 | MSCI EQUAL WEITE |
| VANGUARD STAR FDS | 73263 | 5526961 | VG TL INTL STK F |
| ISHARES TR | 15280 | 2271983 | CORE S&P TTL STK |
| VANGUARD MUN BD FDS | 31680 | 1593187 | TAX EXEMPT BD |
| AMERICAN CENTY ETF TR | 10750 | 1096285 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 28225 | 889370 | FUNDAMENTAL US S |
| ISHARES TR | 5450 | 599010 | TIPS BD ETF |
| APPLE INC | 1785 | 485270 | COM |
| INVESCO EXCH TRADED FD TR II | 3900 | 465348 | S&P 500 MOMNTM |
| HOME DEPOT INC | 1342 | 461782 | COM |
| ISHARES TR | 2985 | 328798 | TRUST ISHARE 0-1 |
| SCHWAB STRATEGIC TR | 13490 | 328751 | SHT TM US TRES |
| SPDR SERIES TRUST | 3595 | 328511 | STATE STREET SPD |
| VANGUARD INSTL INDEX FD | 4355 | 328498 | 0-3 MO TREAS BIL |
| ISHARES TR | 3880 | 328403 | CORE MSCI TOTAL |
| INVESCO EXCHANGE TRADED FD T | 1625 | 311285 | S&P500 EQL WGT |
| ISHARES TR | 6005 | 300310 | CORE INTL AGGR |
| ISHARES TR | 3005 | 300139 | CORE US AGGBD ET |
| AMERICAN CENTY ETF TR | 4710 | 274640 | EMERGING MKT VAL |
| AMERICAN CENTY ETF TR | 2760 | 259357 | INTL SMCP VLU |
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