Financial Architects, LLC
CIK
2008540
Location
WOODSTOCK, GA
Portfolio Value
Micro
$380,685
Diversification
Highly concentrated
Filing Date
Global Rank
#8,172
/ 8,232
▲ 183
Top Industry
Consumer Electronics
51.2%
3Y Alpha vs SPY
-2.7%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
9 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+36.8%
SPY
+43.4%
Annualised alpha
-2.7%
Max drawdown
−19.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
51.2%
−0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,003
Highly concentrated−0
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.2% | $380,685 |
| Consumer Cyclical | 48.8% | $362,436 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$380,685 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,500 | $380,685 | 100.00% |