Long-term investor
Financial & Tax Architects, LLC @financialtaxarchitectsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001758543).
Record
- Tracked since 2025-06-30 (485 days), 231 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.3% · 1 year -0.4% · all -0.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 003261104 · 5.2% · long · since 2025-09-30
- 464287465 · 4.8% · long · since 2025-09-30
- 78462F103 · 4.7% · long · since 2025-09-30
- 464288521 · 4.5% · long · since 2025-09-30
- 78468R663 · 4.5% · long · since 2025-09-30
- 316188309 · 4.3% · long · since 2025-09-30
- 381430529 · 3.9% · long · since 2025-09-30
- 922020805 · 2.5% · long · since 2025-12-31
- 92206C664 · 2.5% · long · since 2025-09-30
- 78464A359 · 2.4% · long · since 2025-09-30
- ABBV · 1.8% · long · since 2025-09-30
- CVX · 1.8% · long · since 2025-09-30