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 (434 days), 180 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.9% · 6 months +6.0% · 1 year +10.8% · all +10.8%
  • Max drawdown 0.0% · Sharpe 1.16 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 316188309 · 5.1% · long · since 2025-09-30
  • 464288521 · 4.7% · long · since 2025-09-30
  • 464287465 · 4.7% · long · since 2025-06-30
  • SPY · 4.4% · long · since 2025-06-30
  • 003261104 · 4.3% · long · since 2025-09-30
  • 78468R663 · 4.3% · long · since 2025-06-30
  • 381430529 · 3.0% · long · since 2025-06-30
  • 78464A359 · 2.4% · long · since 2025-06-30
  • 922020805 · 2.2% · long · since 2025-06-30
  • CAT · 2.0% · long · since 2025-06-30
  • 92206C664 · 2.0% · long · since 2025-06-30
  • 464287226 · 1.9% · long · since 2025-06-30

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