Financial Architects, LLC
RIA/Wealth
Financial Architects, LLC is a RIA/Wealth based in Woodstock, GA led by David Earl Hultstrom, managing $175.3M across 26 long positions as of Q3 2025 with 100% ETF concentration, 86% concentrated in top 10 holdings, and 20% allocation to SCHP.
PresidentDavid Earl Hultstrom
- Portfolio Value
- $175.3M
- Positions
- 26
- Top Holding
- SCHP at 20.44%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Financial Architects, LLC's portfolio (86.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.8M | 20.44% | +$2.3M Bought | — 1.3M shares | |
ETF ETF | $27.0M | 15.41% | -$891.6K Sold | — 82.3K shares | |
ETF ETF | $17.5M | 9.97% | +$1.2M Bought | — 235.0K shares | |
ETF ETF | $15.7M | 8.98% | +$1.5M Bought | — 318.2K shares | |
ETF ETF | $12.9M | 7.38% | +$140.4K Bought | — 172.6K shares | |
ETF ETF | $9.7M | 5.53% | +$205.2K Bought | — 304.4K shares | |
ETF ETF | $8.7M | 4.96% | +$102.8K Bought | — 243.4K shares | |
ETF ETF | $8.3M | 4.73% | +$194.4K Bought | — 260.1K shares | |
ETF ETF | $8.2M | 4.68% | -$428.3K Sold | — 32.0K shares | |
ETF ETF | $7.4M | 4.25% | -$446.4K Sold | — 72.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Financial Architects, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+10.27% | |
+7.39% | |
+7.01% | |
+4.89% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-19.42% | |
-14.6% | |
-6.14% | |
-5.66% |
Analytics
Portfolio insights and performance metrics for Financial Architects, LLC
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