FCHI8,072.13-0.39%
GDAXI23,954.56-0.27%
DJI48,861.81-0.57%
XLE58.99-0.10%
STOXX50E5,816.48-0.34%
XLF51.89-0.06%
FTSE10,213.11-1.16%
IXIC24,673.240.04%
RUT2,737.24-0.68%
GSPC7,135.95-0.04%
Temp30.1°C
UV6.9
Feels36.4°C
Humidity70%
Wind23.4 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise05:58 AM
Sunset06:47 PM
Time3:05 PM
Markets
13F
Insiders
Press Releases
Companies
People
Cayman Journal
29 April 2026
13F COMBINATION REPORT

Financial Architects, Inc

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001085146-23-003194

Total Value
$662.5M
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL179,244$34.8M5.25%
2SCHWAB STRATEGIC TR808524102514,526$26.6M4.02%
3SCHWAB STRATEGIC TR808524797336,895$24.5M3.69%
4MICROSOFT CORPMSFT63,943$21.8M3.29%
5J P MORGAN EXCHANGE TRADED F46641Q332354,120$19.6M2.96%
6TESLA INCTSLA72,371$18.9M2.86%
7ISHARES TR46429B697218,432$16.2M2.45%
8VANGUARD WHITEHALL FDS921946406135,490$14.4M2.17%
9VANGUARD SCOTTSDALE FDS92206C409171,937$13.0M1.96%
10SELECT SECTOR SPDR TR81369Y80374,210$12.9M1.95%
11ISHARES TR464287804128,859$12.8M1.94%
12SCHWAB STRATEGIC TR808524839267,125$12.3M1.86%
13PACER FDS TR69374H881233,103$11.2M1.68%
14INVESCO EXCHANGE TRADED FD TIVZ66,214$9.9M1.50%
15SCHWAB STRATEGIC TR808524805270,890$9.7M1.46%
16LEGG MASON ETF INVT52468L505333,328$9.1M1.37%
17VANGUARD MALVERN FDS922020805186,054$8.8M1.33%
18INVESCO EXCHANGE TRADED FD TIVZ51,085$7.8M1.18%
19J P MORGAN EXCHANGE TRADED F46654Q203159,819$7.7M1.17%
20JOHNSON & JOHNSONJNJ45,388$7.5M1.13%
21SCHWAB STRATEGIC TR808524508105,217$7.5M1.13%
22VANGUARD INDEX FDS92290873625,248$7.1M1.08%
23SCHWAB STRATEGIC TR808524771118,186$6.8M1.03%
24SPDR GOLD TRGLD35,997$6.4M0.97%
25PEPSICO INCPEP32,738$6.1M0.92%
26VANGUARD SPECIALIZED FUNDS92190884436,444$5.9M0.89%
27ISHARES TR46432F83491,896$5.8M0.87%
28SNOWFLAKE INCSNOW30,706$5.4M0.82%
29VANGUARD WHITEHALL FDS92194679476,047$4.8M0.73%
30SCHWAB STRATEGIC TR80852430060,473$4.5M0.68%
31SCHWAB STRATEGIC TR80852471492,421$4.4M0.66%
32ISHARES TR46434V86085,502$4.3M0.65%
33SPDR SER TR78468R200140,483$4.3M0.65%
34META PLATFORMS INCMETA14,482$4.2M0.63%
35MONGODB INCMDB10,000$4.1M0.62%
36AMAZON COM INCAMZN31,422$4.1M0.62%
37GLOBAL X FDS37954Y657199,427$3.9M0.58%
38INNOVATOR ETFS TRINHD112,038$3.7M0.57%
39BCE INCBCPPF82,157$3.7M0.57%
40SCHWAB STRATEGIC TR808524672151,616$3.6M0.55%
41VISA INCV15,222$3.6M0.55%
42ISHARES TR46429B68952,740$3.6M0.54%
43ALPHABET INCGOOG28,576$3.5M0.52%
44SSGA ACTIVE ETF TR78467V60881,828$3.4M0.52%
45ALPHABET INCGOOG28,394$3.4M0.51%
46ISHARES TR46428716828,269$3.2M0.48%
47ABBVIE INCABBV23,278$3.1M0.47%
48ISHARES TR46428841428,943$3.1M0.47%
49PALANTIR TECHNOLOGIES INCPLTR201,126$3.1M0.47%
50BLACKSTONE INCBX33,113$3.1M0.46%
51SPDR SER TR78464A35942,530$3.0M0.45%
52VANGUARD INDEX FDS92290876912,224$2.7M0.41%
53ISHARES TR46435G10232,329$2.5M0.37%
54JPMORGAN CHASE & COVYLD16,842$2.4M0.37%
55ISHARES TR46428749933,304$2.4M0.37%
56SPDR S&P 500 ETF TRSPY5,486$2.4M0.37%
57SCHWAB STRATEGIC TR80852440935,493$2.4M0.36%
58PACER FDS TR69374H56897,224$2.4M0.36%
59VANGUARD BD INDEX FDS92193781931,158$2.3M0.35%
60ISHARES TR46428732527,472$2.3M0.35%
61ACCENTURE PLC IRELANDACN7,376$2.3M0.34%
62HOME DEPOT INCHD7,322$2.3M0.34%
63ISHARES TR46429B65544,681$2.3M0.34%
64ISHARES TR46428815821,411$2.2M0.34%
65PROGRESSIVE CORP74331510316,370$2.2M0.33%
66SELECT SECTOR SPDR TR81369Y70419,619$2.1M0.32%
67SELECT SECTOR SPDR TR81369Y60562,082$2.1M0.32%
68LATCH INCLTCHW1,500,000$2.1M0.31%
69SCHWAB STRATEGIC TR80852476341,216$2.1M0.31%
70COSTCO WHSL CORP NEW22160K1053,799$2.0M0.31%
71SPDR S&P MIDCAP 400 ETF TRMDY4,235$2.0M0.31%
72TIDAL ETF TR88636485076,747$2.0M0.31%
73ENSTAR GROUP LIMITEDG3075P1018,231$2.0M0.30%
74INNOVATOR ETFS TRINHD57,250$1.9M0.29%
75INVESCO EXCH TRD SLF IDX FDIVZ91,623$1.9M0.29%
76ISHARES TR46435U36646,736$1.9M0.29%
77INVESCO EXCH TRADED FD TR IIIVZ70,740$1.9M0.28%
78CAMBRIA ETF TR13206160768,908$1.9M0.28%
79INVESCO EXCHANGE TRADED FD TIVZ10,786$1.8M0.27%
80VANGUARD CHARLOTTE FDS92203J40736,735$1.8M0.27%
81VANGUARD INDEX FDS9229086298,123$1.8M0.27%
82MERCK & CO INCMRK15,475$1.8M0.27%
83VANGUARD TAX-MANAGED FDS92194385838,644$1.8M0.27%
84ISHARES TR4642876146,394$1.8M0.27%
85ISHARES TR46428745721,404$1.7M0.26%
86SCHWAB STRATEGIC TR80852486235,878$1.7M0.26%
87NUSHARES ETF TRNU78,099$1.7M0.26%
88VANGUARD INDEX FDS92290874412,007$1.7M0.26%
89INNOVATOR ETFS TRINHD65,029$1.7M0.26%
90NVIDIA CORPORATIONNVDA3,908$1.7M0.25%
91INVESCO QQQ TRIVZ4,376$1.6M0.24%
92COCA COLA COKO26,321$1.6M0.24%
93ISHARES TR46428729124,938$1.6M0.23%
94ISHARES TR46428868749,830$1.5M0.23%
95INVESCO EXCH TRD SLF IDX FDIVZ74,912$1.5M0.23%
96ISHARES TR4642872003,433$1.5M0.23%
97INTERNATIONAL BUSINESS MACHSINTR11,337$1.5M0.23%
98UNITED PARCEL SERVICE INCUPS7,975$1.4M0.22%
99VANGUARD INDEX FDS9229086118,618$1.4M0.22%
100INNOVATOR ETFS TRINHD45,517$1.4M0.21%
101DUKE ENERGY CORP NEWDUKB15,634$1.4M0.21%
102CATERPILLAR INCCAT5,687$1.4M0.21%
103QUALCOMM INCQCOM11,652$1.4M0.21%
104ETF SER SOLUTIONS26922A28941,190$1.4M0.21%
105NEXTERA ENERGY INCNEE-PW18,682$1.4M0.21%
106EXXON MOBIL CORPXOM12,909$1.4M0.21%
107VANGUARD WORLD FD92191073317,535$1.4M0.21%
108VERIZON COMMUNICATIONS INCVZ36,856$1.4M0.21%
109MIDDLESEX WTR CO59668010816,827$1.4M0.20%
110FIRST TR EXCHANGE TRADED FD33737A10812,797$1.3M0.20%
111SELECT SECTOR SPDR TR81369Y88620,528$1.3M0.20%
112INVESCO EXCHANGE TRADED FD TIVZ4,488$1.3M0.20%
113METTLER TOLEDO INTERNATIONALMTD1,003$1.3M0.20%
114SELECT SECTOR SPDR TR81369Y2099,861$1.3M0.20%
115VANGUARD WORLD FD92191072524,354$1.3M0.20%
116ISHARES TR46435G24352,896$1.3M0.19%
117MCDONALDS CORPMCD4,226$1.3M0.19%
118ABBOTT LABSABLZF11,426$1.2M0.19%
119VANGUARD BD INDEX FDS92193782716,290$1.2M0.19%
120FIRST TR EXCHANGE-TRADED FD33738R60526,224$1.2M0.19%
121PROCTER AND GAMBLE CO7427181098,075$1.2M0.18%
122ZOOM VIDEO COMMUNICATIONS INZM18,050$1.2M0.18%
123NIKE INCNKE11,057$1.2M0.18%
124CHEVRON CORP NEWCVX7,681$1.2M0.18%
125NUSHARES ETF TRNU19,003$1.2M0.18%
126WALMART INCWMT7,482$1.2M0.18%
127ORACLE CORPORCL-PD9,796$1.2M0.18%
128DESKTOP METAL INC25058X105650,000$1.2M0.17%
129ISHARES TR46435G51615,401$1.1M0.17%
130VANGUARD INTL EQUITY INDEX F92204277520,370$1.1M0.17%
131INNOVATOR ETFS TRINHD28,612$1.1M0.16%
132ISHARES TR46435U54922,526$1.1M0.16%
133VANGUARD INDEX FDS9229083632,597$1.1M0.16%
134NUSHARES ETF TRNU36,392$1.1M0.16%
135ISHARES TR4642877219,678$1.1M0.16%
136SPDR DOW JONES INDL AVERAGE78467X1093,059$1.1M0.16%
137INNOVATOR ETFS TRINHD32,077$1.0M0.16%
138INTEL CORPINTC31,232$1.0M0.16%
139ISHARES TR4642875986,521$1.0M0.16%
140CVS HEALTH CORPCVS14,845$1.0M0.15%
141SCHWAB STRATEGIC TR80852420119,596$1.0M0.15%
142INVESCO EXCH TRADED FD TR IIIVZ19,840$1.0M0.15%
143AMPLIFY ETF TR03210888839,033$1.0M0.15%
144SCHWAB STRATEGIC TR80852470640,714$1.0M0.15%
145SALESFORCE INCCRM4,540$959,1650.14%
146BANK AMERICA CORP06050510433,349$956,7800.14%
147LILLY ELI & COLLY1,975$926,2360.14%
148VANGUARD INDEX FDS9229085126,657$921,1960.14%
149MASTERCARD INCORPORATEDMA2,333$917,7360.14%
150INNOVATOR ETFS TRINHD29,301$905,4010.14%
151NUSHARES ETF TRNU26,084$903,7940.14%
152SCHWAB STRATEGIC TR80852475527,347$883,0440.13%
153INNOVATOR ETFS TRINHD27,806$880,6170.13%
154NOVARTIS AGNVSEF8,679$875,7980.13%
155ESSENTIAL UTILS INC29670G10221,771$868,8680.13%
156ISHARES INC4642865258,810$863,8650.13%
157STRATEGY SHSSTRD23,755$843,5410.13%
158PACER FDS TR69374H85720,316$826,8680.12%
159PFIZER INCPFE22,048$808,7390.12%
160OPENDOOR TECHNOLOGIES INCOPENZ200,000$804,0000.12%
161VANGUARD BD INDEX FDS92193783511,051$803,3220.12%
162PACER FDS TR69374H71721,274$798,6260.12%
163INVESCO EXCHANGE TRADED FD TIVZ4,053$791,6700.12%
164DISNEY WALT CO2546871068,849$790,0250.12%
165INVESCO EXCHANGE TRADED FD TIVZ54,274$778,8380.12%
166PACCAR INCPCAR9,290$777,1090.12%
167PUBLIC SVC ENTERPRISE GRP IN74457310612,145$760,4180.11%
168FEDEX CORPFDX3,055$757,2310.11%
169DIAGEO PLCDGEAF4,247$736,8320.11%
170AIRBNB INCABNB5,709$731,6660.11%
171NUSHARES ETF TRNU19,539$722,7370.11%
172INNOVATOR ETFS TRINHD20,785$711,2630.11%
173INVESCO EXCH TRD SLF IDX FDIVZ35,303$710,6500.11%
174PPL CORPPPLC26,658$705,3660.11%
175GLOBAL X FDS37954Y73122,242$689,9540.10%
176ISHARES TR46435U44014,753$686,5390.10%
177AUTOMATIC DATA PROCESSING INADP3,105$682,4520.10%
178UNION PAC CORPUNP3,281$671,4040.10%
179CORNING INCGLW19,128$670,2590.10%
180SCHWAB STRATEGIC TR80852460715,297$670,0210.10%
181AMERICAN WTR WKS CO INC NEW0304201034,494$641,5520.10%
182TWILIO INCTWLO10,000$636,2000.10%
183PALO ALTO NETWORKS INCPANW2,465$629,8330.10%
184INNOVATOR ETFS TRINHD18,799$625,6310.09%
185INNOVATOR ETFS TRINHD17,193$622,8460.09%
186ISHARES TR4642876553,313$620,3570.09%
187MONDELEZ INTL INC6092071058,383$611,4550.09%
188NUSHARES ETF TRNU22,298$608,9500.09%
189COMCAST CORP NEWCCZ14,527$603,5970.09%
190AMGEN INCAMGN2,683$595,6800.09%
191SELECT SECTOR SPDR TR81369Y4073,456$586,8640.09%
192STRATEGY SHSSTRD28,562$580,6630.09%
193LOCKHEED MARTIN CORPLMT1,245$573,3580.09%
194INNOVATOR ETFS TRINHD16,909$567,2970.09%
195AON PLCAON1,632$563,3670.09%
196ATI INCATI12,725$562,8270.08%
197PNC FINL SVCS GROUP INC6934751054,435$558,6480.08%
198ISHARES TR4642871765,115$550,4770.08%
199LOWES COS INC5486611072,437$549,9560.08%
200INVESCO EXCH TRADED FD TR IIIVZ7,080$540,8420.08%
201INVESTMENT MANAGERS SER TR I46144X10717,112$535,0670.08%
202ISHARES TR4642888109,383$529,7650.08%
203CSX CORPCSX15,062$513,6300.08%
204SCHWAB STRATEGIC TR80852474815,434$512,2690.08%
205SCHWAB STRATEGIC TR8085248709,611$503,9050.08%
206UNITEDHEALTH GROUP INCUNH1,042$500,8270.08%
207TAIWAN SEMICONDUCTOR MFG LTD8740391004,899$494,4080.07%
208ISHARES TR4642888025,264$492,8820.07%
209NOVO-NORDISK A SNONOF3,026$489,6980.07%
210VISTRA CORPVST18,325$481,0320.07%
211ISHARES TR4642874656,558$475,4810.07%
212ARK ETF TR00214Q70822,710$474,8670.07%
213AIR PRODS & CHEMS INCAIIR1,579$473,0550.07%
214QUANTA SVCS INC74762E1022,377$466,9620.07%
215SELECT SECTOR SPDR TR81369Y3086,282$465,9320.07%
216CISCO SYS INCCSCO8,924$461,7220.07%
217BRISTOL-MYERS SQUIBB COCELG-RI7,122$455,4580.07%
218SPDR SER TR78464A7633,708$454,5750.07%
219NATIONAL GRID PLCNMPWP6,725$452,7750.07%
220SPDR SER TR78468R6634,889$448,9100.07%
221RAYTHEON TECHNOLOGIES CORPRTX4,508$441,6530.07%
222ISHARES TR46435U85312,503$441,3480.07%
223PHILIP MORRIS INTL INC7181721094,518$441,0140.07%
224ISHARES TR4642875071,671$437,0070.07%
225GENERAL MLS INC3703341045,694$436,7300.07%
226NETFLIX INCNFLX982$432,5620.07%
227ISHARES TR46435U66312,115$430,3250.06%
228INVESCO EXCHANGE TRADED FD TIVZ8,201$419,9720.06%
229ADOBE SYSTEMS INCORPORATEDADBE851$416,1310.06%
230LABORATORY CORP AMER HLDGS50540R4091,706$411,7090.06%
231BROADCOM INCAVGO462$400,5900.06%
232ISHARES TR4642876634,988$390,3980.06%
233TJX COS INC NEW8725401094,548$385,6070.06%
234L3HARRIS TECHNOLOGIES INCLHX1,924$376,6620.06%
235INNOVATOR ETFS TRINHD11,128$375,7930.06%
236THERMO FISHER SCIENTIFIC INCTMO719$375,1960.06%
237RENAISSANCERE HLDGS LTDRNR-PG2,000$373,0400.06%
238CONSOLIDATED EDISON INCED4,094$370,0940.06%
239ISHARES TR46435G4253,791$369,4730.06%
240SERVICENOW INCNOW649$364,7190.06%
241VANGUARD INDEX FDS9229087511,812$360,4270.05%
242ISHARES TR4642888853,776$360,2800.05%
243INNOVATOR ETFS TRINHD11,184$355,4180.05%
244PROSHARES TR74348A1456,971$354,1390.05%
245ISHARES TR4642873095,017$353,5990.05%
246SCHWAB CHARLES CORPSCHW-PJ6,130$347,4670.05%
247DOMINION ENERGY INCD6,552$339,3050.05%
248AMDOCS LTDDOX3,400$336,0900.05%
249ISHARES GOLD TRIAU9,120$331,8770.05%
250TORONTO DOMINION BK ONTTORO5,302$328,7780.05%
251AMERICAN EXPRESS COAXP1,835$319,6570.05%
252AT&T INCT-PC19,780$315,4880.05%
253ISHARES TR4642885134,111$308,6130.05%
254CENTRAL SECS CORP1551231028,428$307,6930.05%
255AFLAC INCAFL4,403$307,3300.05%
256SOUTHERN COSOMN4,363$306,5100.05%
257ISHARES TR4642876713,126$305,1880.05%
258INVESCO EXCH TRADED FD TR IIIVZ4,811$302,1790.05%
259AMERICAN ELEC PWR CO INC0255371013,564$300,0760.05%
260NUSHARES ETF TRNU8,261$299,6110.05%
261ISHARES TR4642886612,595$299,1000.05%
262SSGA ACTIVE ETF TR78467V7077,394$297,6090.04%
263ALTRIA GROUP INCMO6,563$297,3170.04%
264KRANESHARES TR50076773614,354$295,4060.04%
265MOTOROLA SOLUTIONS INCMSI991$290,6410.04%
266STARBUCKS CORPSBUX2,930$290,2800.04%
267INNOVATOR ETFS TRINHD9,653$288,1430.04%
268ENTERPRISE PRODS PARTNERS L29379210710,869$286,3890.04%
269T-MOBILE US INCTMUSZ2,055$285,4400.04%
270INTUITINTU619$283,6260.04%
271JPMORGAN CHASE & COVYLD12,323$282,3200.04%
272GENERAL ELECTRIC CO3696043012,552$280,3900.04%
273CHUBB LIMITEDCB1,453$279,7940.04%
274HONEYWELL INTL INC4385161061,335$277,0430.04%
275VANGUARD WORLD FDS92204A702625$276,3500.04%
276SCHOLASTIC CORPSCHL7,092$275,8080.04%
277CLOROX CO DELCLX1,730$275,1320.04%
278ISHARES TR4642876481,119$271,6180.04%
279SPDR SER TR78468R8041,931$271,5410.04%
280ISHARES TR4642885623,650$267,4360.04%
281INNOVATOR ETFS TRINHD7,427$265,8210.04%
282SELECT SECTOR SPDR TR81369Y1003,149$260,9580.04%
283VANGUARD WORLD FDS92204A5041,053$257,7960.04%
284MARKEL GROUP INCMKL186$257,2720.04%
285VANGUARD INTL EQUITY INDEX F9220427422,644$256,4160.04%
286EDWARDS LIFESCIENCES CORPEW2,700$254,6910.04%
287THE CIGNA GROUP125523100905$253,8490.04%
288SPDR SER TR78468R5232,475$246,1640.04%
289ASTRAZENECA PLCAZN3,421$244,8410.04%
290AMERICAN TOWER CORP NEW03027X1001,254$243,1140.04%
291VANGUARD SCOTTSDALE FDS92206C8703,071$242,7020.04%
292SCHWAB STRATEGIC TR8085247308,962$239,9230.04%
293ISHARES TR4642877701,500$236,9850.04%
294LIFESTANCE HEALTH GROUP INCLFST25,701$234,6510.04%
295ISHARES TR4642876301,646$231,7570.03%
296TARGET CORPTGT1,726$227,6600.03%
297MARRIOTT INTL INC NEW5719032021,238$227,4500.03%
298ALLIANT ENERGY CORPLNT4,328$227,1340.03%
299ISHARES TR4642872262,316$226,8530.03%
300VANGUARD MUN BD FDS9229077464,475$224,7350.03%
3013M COMMM2,229$223,0620.03%
302BLACKROCK INCBLK323$222,9100.03%
303GLOBAL X FDS37954Y6736,900$216,8670.03%
304GILEAD SCIENCES INCGILD2,794$215,3340.03%
305UNILEVER PLCUNLYF4,066$211,9530.03%
306ISHARES INC46434G1034,235$208,7440.03%
307BANK NEW YORK MELLON CORP0640581004,582$203,9910.03%
308TETRA TECH INC NEWTTEK1,245$203,8570.03%
309BOEING COBA-PA965$203,7700.03%
310COPART INCCPRT2,234$203,7640.03%
311ISHARES TR46429B7472,058$200,8610.03%
312GEN DIGITAL INCGENVR10,175$188,7470.03%
313OPKO HEALTH INCOPK33,500$72,6950.01%
314MFS GOVT MKTS INCOME TR55293910014,805$47,5250.01%
315SYNCHRONOSS TECHNOLOGIES INC87157B10335,000$32,5190.00%
316REPUBLIC FIRST BANCORP INC76041610717,500$15,7500.00%