Financial Architects, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$189.6M
Q ending 2026-03-31
Prior quarter
$185.9M
Q ending 2025-12-31
Change
+2.0% QoQ · +21.0% YoY
Positions
25
reported holdings

Largest positions

All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Schwab Strategic TrSCHPShares$40.5M1.5M
Vanguard Index FdsVTIShares$25.0M78K
Vanguard Bd Index FdsBNDShares$19.3M262K
Vanguard Charlotte FdsBNDXShares$16.1M334K
Goldman Sachs Etf TrGSSCShares$13.2M177K
Vanguard Scottsdale FdsVGITShares$11.5M192K
Dimensional Etf TrustDFSVShares$11.1M317K
Dimensional Etf TrustDISVShares$9.6M244K
Dimensional Etf TrustDFEVShares$9.6M268K
Ishares IncEUSAShares$8.3M82K
Ishares TrMTUMShares$8.1M34K
Vanguard Star FdsVXUSShares$5.5M71K
Ishares TrITOTShares$2.6M18K
Vanguard Mun Bd FdsVTEBShares$1.8M35K
Ishares TrIAGGShares$1.7M34K
Schwab Strategic TrFNDAShares$1.3M40K
American Centy Etf TrAVUVShares$1.3M12K
Invesco Exch Traded Fd Tr IiSPMOShares$650K6K
Invesco Exchange Traded Fd TRSPShares$503K3K
Apple IncAAPLShares$381K2K
Home Depot IncHDShares$362K1K
American Centy Etf TrAVDVShares$351K4K
Ishares TrIXUSShares$336K4K
Ishares TrAGGShares$316K3K
American Centy Etf TrAVESShares$283K5K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.