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Financial & Tax Architects, LLC
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Q4 2025 Filing
Financial & Tax Architects, LLC
Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$445.0B
Holdings
103
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (103 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
SHEL
SHELL PLC SPON
3,318
$243.0M
0.05%
102
CVS
CVS HEALTH CORP
2,577
$204.0M
0.05%
103
SF
STIFEL FINL CORP
1,614
$202.0M
0.05%
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