Financial & Tax Architects, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$445.0M

Holdings

103

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (103 positions)

StockValue
SHELSHELL PLC SPON
$243K
CVSCVS HEALTH CORP
$204K
SFSTIFEL FINL CORP
$202K
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