Financial Architects, Inc

13F Filings History

Latest 13F report
Q2 2023 - Aug 10, 2023
Value $
$663M
Signature - Title
Thomas C. Meyer - President
Location
Marlton, NJ
Summary
This page shows a list of all the recent 13F filings made by Financial Architects, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Architects, Inc reported 316 stock holdings with total value $663M as of Q2 2023. Top holdings included AAPL, SCHB, SCHD, MSFT, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 316 $663M +$37.6M -$30.7M +$6.87M AAPL, SCHB, SCHD, MSFT, JEPI 13F-HR 8/9/2023, 06:34 PM
Q1 2023 311 $623M +$24.7M -$37M -$12.3M AAPL, SCHB, SCHD, JEPI, USMV 13F-HR 5/12/2023, 04:59 PM
Q4 2022 322 $602M +$37.7M -$28.8M +$8.88M SCHD, SCHB, AAPL, JEPI, VTIP 13F-HR 2/6/2023, 06:27 PM
Q3 2022 309 $573M +$506M -$2.43M +$504M AAPL, SCHB, VTIP, SCHD, TSLA 13F-HR 11/14/2022, 08:38 AM
Q2 2022 57 $78.6M +$7.73M -$606M -$599M AAPL, BCE, ABBV, GOOG, AMZN 13F-HR 8/11/2022, 04:47 PM
Q1 2022 328 $697M +$71.9M -$54.3M +$17.6M SCHB, AAPL, TSLA, SCHD, VTIP 13F-HR 5/4/2022, 09:49 PM
Q4 2021 334 $740M +$52.3M -$43.5M +$8.81M SCHB, AAPL, TSLA, USMV, SCHD 13F-HR 2/14/2022, 09:31 AM
Q3 2021 323 $689M +$50.8M -$47.9M +$2.89M SCHB, AAPL, USMV, TSLA, SCHD 13F-HR 11/12/2021, 10:16 AM
Q2 2021 334 $694M +$47.4M -$27.9M +$19.5M SCHB, AAPL, USMV, ZM, IJR 13F-HR 8/10/2021, 05:01 PM
Q1 2021 326 $638M +$98.8M -$22.3M +$76.5M SCHB, AAPL, USMV, IJR, TSLA 13F-HR 5/17/2021, 04:33 PM
Q4 2020 299 $541M +$75.8M -$32.2M +$43.6M SCHB, AAPL, USMV, SCHZ, IJR 13F-HR 2/17/2021, 11:25 AM
Q3 2020 273 $453M +$45.7M -$38.1M +$7.65M USMV, SCHB, AAPL, SCHZ, VCSH 13F-HR 11/6/2020, 09:24 PM
Q2 2020 836 $435M +$49.6M -$34.4M +$15.2M USMV, SCHB, AAPL, SCHZ, EFAV 13F-HR 8/11/2020, 08:13 AM
Q1 2020 836 $365M +$27.8M -$35.3M -$7.5M USMV, SCHB, SCHZ, AAPL, EFAV 13F-HR 5/7/2020, 03:55 PM
Q4 2019 896 $463M +$30.8M -$20.5M +$10.2M SCHB, USMV, RSP, IJR, SCHZ 13F-HR 2/14/2020, 04:56 PM
Q3 2019 971 $427M +$19.2M -$121M -$101M SCHB, USMV, RSP, IJR, SCHZ 13F-HR 11/6/2019, 04:16 PM
Q2 2019 1,062 $525M +$37.7M -$104M -$66.4M BRKB, SCHB, USMV, RSP, IJR 13F-HR 8/14/2019, 11:10 AM
Q1 2019 1,314 $574M +$34.5M -$21.8M +$12.7M BRKB, SCHB, JPM, RSP, USMV Restatement 5/10/2019, 08:34 PM
Q4 2018 1,214 $510M +$31.7M -$33.4M -$1.68M BRKB, JPM, SCHB, RSP, XLF 13F-HR 2/1/2019, 05:16 PM
Q3 2018 1,277 $589M +$20.1M -$21.1M -$1.03M BRKB, JPM, RSP, SCHB, XLF 13F-HR 10/29/2018, 04:40 PM
Q2 2018 1,333 $560M +$92.6M -$23.9M +$68.8M BRKB, RSP, JPM, SCHB, XLF 13F-HR 8/3/2018, 12:27 PM
Q1 2018 1,254 $490M +$27.4M -$106M -$78.4M BRKB, JPM, XLF, SCHB, MDY 13F-HR 4/23/2018, 02:03 PM
Q4 2017 1,343 $577M +$32.7M -$29.5M +$3.18M BRKB, RSP, JPM, XLF, MDY 13F-HR 2/12/2018, 10:08 AM
Q3 2017 1,384 $545M +$25.8M -$23M +$2.79M BRKB, RSP, JPM, XLF, MDY Restatement 11/1/2017, 01:38 PM
Q2 2017 1,400 $521M +$26.6M -$66.1M -$39.5M BRKB, RSP, JPM, XLF, MDY 13F-HR 7/21/2017, 02:18 PM
Q1 2017 1,458 $550M +$141M -$23.3M +$118M BRKB, RSP, JPM, SCHB, XLF 13F-HR 4/26/2017, 04:21 PM
Q4 2016 1,361 $424M +$67.3M -$25.4M +$41.9M RSP, IJR, RPV, MUB, SCHB 13F-HR 2/3/2017, 07:14 PM
Q3 2016 1,404 $371M +$27.9M -$17.4M +$10.4M RSP, RPV, SCHF, RFG, IJR 13F-HR 10/28/2016, 01:03 PM
Q2 2016 1,393 $354M +$75.3M -$7.7M +$67.7M RSP, RPV, RFG, IJR, JNJ 13F-HR 7/25/2016, 01:35 PM
Q1 2016 1,117 $279M +$44.8M -$16.3M +$28.5M RSP, RPV, RFG, SCHF, IJR 13F-HR 5/9/2016, 10:39 AM
Q4 2015 212 $246M +$29.5M -$26.8M +$2.73M RSP, RPV, RFG, SCHF, IJR 13F-HR 2/16/2016, 07:06 AM
Q3 2015 205 $234M +$24.8M -$47.1M -$22.3M RSP, GAA, RPV, RFG, SCHF 13F-HR 11/12/2015, 06:32 PM
Q2 2015 1,177 $275M +$35.4M -$14.6M +$20.9M RSP, RPV, GAA, RFG, SCHF 13F-HR 8/5/2015, 09:57 AM
Q1 2015 906 $257M +$39.6M -$14M +$25.6M RSP, RPV, RFG, IJR, GAA 13F-HR 4/29/2015, 06:42 PM
Q4 2014 921 $228M +$42.7M -$13.7M +$29M RSP, RPV, RFG, IJR, CSD 13F-HR 2/2/2015, 08:48 PM
Q3 2014 842 $187M +$11.8M -$21M -$9.25M RSP, RFG, RPV, IJR, CSD 13F-HR 10/23/2014, 08:21 PM
Q2 2014 850 $207M +$38.4M -$1.71M +$36.7M RSP, RFG, RPV, IJR, CSD 13F-HR 8/5/2014, 08:23 PM
Q1 2014 149 $167M +$9M -$14.8M -$5.83M RFG, RSP, RPV, IJR, CSD 13F-HR 4/29/2014, 06:34 PM
Q4 2013 152 $171M $0 $0 RFG, RSP, RPV, IJR, SDIV 13F-HR 2/7/2014, 03:43 PM