SEC Form 13F

Financial & Tax Architects, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$474,274,967
Positions110

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY TOTAL BOND ETFFBNDETF$24,062,145528,955
ISHARES CORE U.S. REIT ETFUSRTETF$22,516,232338,845
ISHARES MSCI EAFE ETFEFAETF$22,369,392215,339
STATE STREET SPDR S&P 500 ETFSPYETF$20,804,11627,859
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFBCIETF$20,500,349917,652
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFBILETF$20,190,541220,325
ACCESS TREASURY 0-1 YEAR ETFGBILETF$14,357,706143,348
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWBETF$11,565,055107,263
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFVTIPETF$10,608,725211,203
CATERPILLAR INC COMCATStock$9,649,9759,062

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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