• 13F History

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 -$20.2M +$17.4M AAPL, SCHB, SCHD, MSFT, JEPI 13F-HR 8/9/2023, 06:34 PM
Q1 2023 311 $623M +$24.7M -$30.4M -$5.61M AAPL, SCHB, SCHD, JEPI, USMV 13F-HR 5/12/2023, 04:59 PM
Q4 2022 322 $602M +$37.7M -$24.9M +$12.8M SCHD, SCHB, AAPL, JEPI, VTIP 13F-HR 2/6/2023, 05:27 PM
Q3 2022 308 $568M +$501M -$1.38M +$500M AAPL, SCHB, VTIP, SCHD, TSLA 13F-HR 11/14/2022, 07:38 AM
Q2 2022 57 $78.6M +$7.73M -$3.41M +$4.32M AAPL, BCE, ABBV, GOOG, AMZN 13F-HR 8/11/2022, 04:47 PM
Q1 2022 325 $686M +$71.9M -$40.5M +$31.4M SCHB, AAPL, TSLA, SCHD, VTIP 13F-HR 5/4/2022, 09:49 PM
Q4 2021 334 $738M +$52.3M -$28.6M +$23.7M SCHB, AAPL, TSLA, USMV, SCHD 13F-HR 2/14/2022, 08:31 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 -$22.2M +$76.5M SCHB, AAPL, USMV, IJR, TSLA 13F-HR 5/17/2021, 04:33 PM
Q4 2020 298 $541M +$75.8M -$20M +$55.8M SCHB, AAPL, USMV, SCHZ, IJR 13F-HR 2/17/2021, 10:25 AM
Q3 2020 274 $454M +$45.8M -$15.3M +$30.5M USMV, SCHB, AAPL, SCHZ, VCSH 13F-HR 11/6/2020, 08:24 PM
Q2 2020 826 $435M +$49.7M -$32.1M +$17.5M USMV, SCHB, AAPL, SCHZ, EFAV 13F-HR 8/11/2020, 08:13 AM
Q1 2020 809 $365M +$28.2M -$30.8M -$2.62M USMV, SCHB, SCHZ, AAPL, EFAV 13F-HR 5/7/2020, 03:55 PM
Q4 2019 867 $463M +$30.7M -$17.2M +$13.5M SCHB, USMV, RSP, IJR, SCHZ 13F-HR 2/14/2020, 03:56 PM
Q3 2019 950 $428M +$19.9M -$117M -$96.8M SCHB, USMV, RSP, IJR, SCHZ 13F-HR 11/6/2019, 03:16 PM
Q2 2019 1,130 $535M +$43.9M -$83.6M -$39.7M BRKB, SCHB, USMV, RSP, IJR 13F-HR 8/14/2019, 11:10 AM
Q1 2019 1,340 $585M +$44.5M -$22.8M +$21.7M BRKB, SCHB, JPM, RSP, USMV Restatement 5/10/2019, 08:34 PM
Q4 2018 1,259 $520M +$37.1M -$30.1M +$6.96M BRKB, JPM, SCHB, RSP, XLF 13F-HR 2/1/2019, 04:16 PM
Q3 2018 1,348 $612M +$44.9M -$16.8M +$28.1M BRKB, JPM, RSP, SCHB, XLF 13F-HR 10/29/2018, 04:40 PM
Q2 2018 1,246 $558M +$92.3M -$14.2M +$78.1M BRKB, RSP, JPM, SCHB, XLF 13F-HR 8/3/2018, 12:27 PM
Q1 2018 1,330 $509M +$39.3M -$41.4M -$2.11M BRKB, JPM, XLF, SCHB, MDY 13F-HR 4/23/2018, 02:03 PM
Q4 2017 1,435 $598M +$48.4M -$25.9M +$22.5M BRKB, RSPXXXX, JPM, XLF, MDY 13F-HR 2/12/2018, 09:08 AM
Q3 2017 1,429 $559M +$36.7M -$23.7M +$13.1M BRKB, RSPXXXX, JPM, XLF, MDY Restatement 11/1/2017, 01:38 PM
Q2 2017 1,450 $556M +$57.3M -$66.3M -$9.04M BRKB, MU, RSPXXXX, JPM, XLF 13F-HR 7/21/2017, 02:18 PM
Q1 2017 1,488 $562M +$155M -$20.1M +$135M BRKB, RSPXXXX, JPM, SCHB, XLF 13F-HR 4/26/2017, 04:21 PM
Q4 2016 1,296 $423M +$67.2M -$21.3M +$45.8M RSPXXXX, IJR, RPVXXXX, MUB, SCHB 13F-HR 2/3/2017, 06:14 PM
Q3 2016 1,385 $371M +$27.9M -$14.1M +$13.8M RSPXXXX, RPVXXXX, SCHF, RFGXXXX, IJR 13F-HR 10/28/2016, 01:03 PM
Q2 2016 1,367 $354M +$75.6M -$4.46M +$71.2M RSPXXXX, RPVXXXX, RFGXXXX, IJR, JNJ 13F-HR 7/25/2016, 01:35 PM
Q1 2016 1,114 $280M +$45.8M -$16.2M +$29.7M RSPXXXX, RPVXXXX, RFGXXXX, SCHF, IJR 13F-HR 5/9/2016, 10:39 AM
Q4 2015 209 $246M +$29.5M -$17.5M +$12M RSPXXXX, RPVXXXX, RFGXXXX, SCHF, IJR 13F-HR 2/16/2016, 06:06 AM
Q3 2015 202 $234M +$24.8M -$8.77M +$16M RSPXXXX, GAA, RPVXXXX, RFGXXXX, SCHF 13F-HR 11/12/2015, 05:32 PM
Q2 2015 1,110 $274M +$35.5M -$9.17M +$26.3M RSPXXXX, RPVXXXX, GAA, RFGXXXX, SCHF 13F-HR 8/5/2015, 09:57 AM
Q1 2015 903 $257M +$39.7M -$6.96M +$32.7M RSPXXXX, RPVXXXX, RFGXXXX, IJR, GAA 13F-HR 4/29/2015, 06:42 PM
Q4 2014 927 $228M +$44.2M -$28.3M +$15.9M RSPXXXX, RPVXXXX, RFGXXXX, IJR, CSDXXXX 13F-HR 2/2/2015, 07:48 PM
Q3 2014 804 $186M +$11.6M -$8.61M +$3M RSPXXXX, RFGXXXX, RPVXXXX, IJR, CSDXXXX 13F-HR 10/23/2014, 08:21 PM
Q2 2014 851 $207M +$38.6M -$1.71M +$36.8M RSPXXXX, RFGXXXX, RPVXXXX, IJR, CSDXXXX 13F-HR 8/5/2014, 08:23 PM
Q1 2014 149 $167M +$9M -$9.51M -$509K RFGXXXX, RSPXXXX, RPVXXXX, IJR, CSDXXXX 13F-HR 4/29/2014, 06:34 PM
Q4 2013 152 $171M RFGXXXX, RSPXXXX, RPVXXXX, IJR, SDIVXXXX 13F-HR 2/7/2014, 02:43 PM