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Funds / Financial Architects, LLC
Institutional Fund

Financial Architects, LLC

Woodstock, GACIK 20085405 filings on record

Portfolio Value
$189.59M
Q1 2026
Holdings
25
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.0%
from $185.93M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Schwab Strategic Tr21.4%
  • Vanguard Index Fds13.2%
  • Vanguard Bd Index Fds10.2%
  • Vanguard Charlotte Fds8.5%
  • Goldman Sachs ETF Tr6.9%
  • Vanguard Scottsdale Fds6.0%
  • Other33.8%

Portfolio Holdings

25 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Schwab Strategic Tr1.52M$40.49M21.4%+87.1KAdded
2Vanguard Index Fds78.1K$25.05M13.2%2.7KReduced
3Vanguard Bd Index Fds262.0K$19.29M10.2%+12.0KAdded
4Vanguard Charlotte Fds334.5K$16.07M8.5%8.5KReduced
5Goldman Sachs ETF Tr176.6K$13.17M6.9%170Reduced
6Vanguard Scottsdale Fds192.3K$11.45M6.0%+12.0KAdded
7Dimensional ETF Trust317.4K$11.12M5.9%3.6KReduced
8Dimensional ETF Trust243.9K$9.62M5.1%3.6KReduced
9Dimensional ETF Trust268.1K$9.59M5.1%+2.2KAdded
10Ishares Inc81.7K$8.32M4.4%+4.9KAdded

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