Financial Architects, LLC Portfolio Holdings
Q3 2025•26 long positions•$175.3M portfolio value
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Holding27 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $35.8M 20.44% | +$2.3M Bought | — 1.3M shares | 1.2M → 1.3M +$2.3M | +7.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $27.0M 15.41% | -$891.6K Sold | — 82.3K shares | 85.0K → 82.3K −$891.6K | -3.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.5M 9.97% | +$1.2M Bought | — 235.0K shares | 218.8K → 235.0K +$1.2M | +7.39% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.7M 8.98% | +$1.5M Bought | — 318.2K shares | 288.6K → 318.2K +$1.5M | +10.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.9M 7.38% | +$140.4K Bought | — 172.6K shares | 170.8K → 172.6K +$140.4K | +1.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.7M 5.53% | +$205.2K Bought | — 304.4K shares | 297.9K → 304.4K +$205.2K | +2.16% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.7M 4.96% | +$102.8K Bought | — 243.4K shares | 240.5K → 243.4K +$102.8K | +1.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.3M 4.73% | +$194.4K Bought | — 260.1K shares | 254.0K → 260.1K +$194.4K | +2.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.2M 4.68% | -$428.3K Sold | — 32.0K shares | 33.6K → 32.0K −$428.3K | -4.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.4M 4.25% | -$446.4K Sold | — 72.3K shares | 76.6K → 72.3K −$446.4K | -5.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.3M 3.03% | -$25.0K Sold | — 72.2K shares | 72.5K → 72.2K −$25.0K | -0.47% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.0M 2.87% | +$234.4K Bought | — 210.1K shares | 200.3K → 210.1K +$234.4K | +4.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.0M 2.86% | +$201.8K Bought | — 249.9K shares | 239.8K → 249.9K +$201.8K | +4.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 1.27% | — | — 15.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.896% | -$378.5K Sold | — 31.4K shares | 38.9K → 31.4K −$378.5K | -19.42% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.61% | — | — 10.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $804.7K 0.459% | — | — 25.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $475.1K 0.271% | -$81.2K Sold | 0.0% 1.9K shares | 2.2K → 1.9K −$81.2K | -14.6% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $472.1K 0.269% | -$30.9K Sold | — 3.9K shares | 4.2K → 3.9K −$30.9K | -6.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $326.6K 0.186% | -$917.5 Sold | — 3.6K shares | 3.6K → 3.6K −$917.5 | -0.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $326.5K 0.186% | -$1.1K Sold | — 3.0K shares | 3.0K → 3.0K −$1.1K | -0.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $326.5K 0.186% | -$2.2K Sold | — 13.4K shares | 13.5K → 13.4K −$2.2K | -0.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $308.3K 0.176% | — | — 1.6K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $270.2K 0.154% | — | — 4.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $245.7K 0.14% | — | — 2.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $200.7K 0.114% | +$200.7K New | — 2.0K shares | 0 → 2.0K +$200.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | - — | -$311.9K Sold | — - shares | 4.0K → 0 −$311.9K | Sold | — — | Q2 2025 Held for 5 months |
