Presper Financial Architects
Latest statistics and disclosures from Presper Financial Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, XLK, KCE, IJH, EFA, and represent 61.72% of Presper Financial Architects's stock portfolio.
- Added to shares of these 10 stocks: FBND (+$27M), KCE (+$21M), XLK, EFA, FSMD, ORCL, NVDA, V, XOM, BRK.B.
- Started 5 new stock positions in FSMD, NVDA, ORCL, FBND, KCE.
- Reduced shares in these 10 stocks: QUS (-$17M), TCAF, CGGO, IJH, IWF, AAPL, IJR, BIL, JPM, ETG.
- Presper Financial Architects was a net buyer of stock by $29M.
- Presper Financial Architects has $172M in assets under management (AUM), dropping by 28.29%.
- Central Index Key (CIK): 0002066674
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Portfolio Holdings for Presper Financial Architects
Presper Financial Architects holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 15.4 | $27M | NEW | 576k | 46.24 |
|
| Select Sector Spdr Tr Technology (XLK) | 13.7 | $24M | +25% | 84k | 281.86 |
|
| Spdr Series Trust S&p Cap Mkts (KCE) | 12.2 | $21M | NEW | 138k | 152.85 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.5 | $20M | -11% | 303k | 65.26 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 8.9 | $15M | +28% | 165k | 93.37 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 7.7 | $13M | -56% | 78k | 171.20 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 7.2 | $12M | -3% | 104k | 118.83 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.0 | $10M | -7% | 22k | 468.41 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.7 | $2.9M | NEW | 66k | 44.01 |
|
| Apple (AAPL) | 1.6 | $2.7M | -14% | 11k | 254.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $2.2M | 3.6k | 612.38 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.9 | $1.5M | 14k | 110.47 |
|
|
| International Business Machines (IBM) | 0.8 | $1.5M | 5.2k | 282.16 |
|
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| Microsoft Corporation (MSFT) | 0.7 | $1.2M | +3% | 2.3k | 517.94 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $929k | -82% | 25k | 37.70 |
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.5 | $926k | -5% | 44k | 21.13 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $861k | -83% | 25k | 34.17 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.5 | $836k | 48k | 17.27 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.5 | $808k | 56k | 14.44 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.5 | $798k | -17% | 8.7k | 91.75 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.5 | $790k | 83k | 9.50 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $754k | 1.00 | 754200.00 |
|
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.4 | $723k | -4% | 48k | 14.98 |
|
| At&t (T) | 0.4 | $673k | -6% | 24k | 28.24 |
|
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.4 | $670k | 27k | 24.80 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.4 | $604k | 7.7k | 78.34 |
|
|
| Pimco High Income Com Shs (PHK) | 0.3 | $569k | 114k | 4.99 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $568k | -10% | 1.8k | 315.43 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $566k | +10% | 5.0k | 112.76 |
|
| Procter & Gamble Company (PG) | 0.3 | $559k | 3.6k | 153.66 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $477k | +11% | 949.00 | 502.74 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.3 | $460k | 18k | 24.93 |
|
|
| FirstEnergy (FE) | 0.2 | $421k | 9.2k | 45.82 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $394k | -7% | 588.00 | 669.67 |
|
| Johnson & Johnson (JNJ) | 0.2 | $354k | +4% | 1.9k | 185.44 |
|
| Oracle Corporation (ORCL) | 0.2 | $315k | NEW | 1.1k | 281.24 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.2 | $314k | 25k | 12.56 |
|
|
| Visa Com Cl A (V) | 0.2 | $303k | +21% | 886.00 | 341.48 |
|
| Progressive Corporation (PGR) | 0.2 | $293k | 1.2k | 246.95 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $289k | +17% | 394.00 | 734.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $284k | 472.00 | 600.78 |
|
|
| Coca-Cola Company (KO) | 0.2 | $271k | +3% | 4.1k | 66.32 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $270k | +10% | 292.00 | 925.65 |
|
| Pepsi (PEP) | 0.2 | $270k | 1.9k | 140.47 |
|
|
| Spdr Series Trust Aerospace Def (XAR) | 0.1 | $250k | 1.1k | 234.96 |
|
|
| Walt Disney Company (DIS) | 0.1 | $243k | 2.1k | 114.50 |
|
|
| Verizon Communications (VZ) | 0.1 | $240k | 5.5k | 43.95 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $226k | NEW | 1.2k | 186.58 |
|
| Southern Company (SO) | 0.1 | $216k | +4% | 2.3k | 94.77 |
|
| Consolidated Edison (ED) | 0.1 | $211k | 2.1k | 100.52 |
|
|
| Yum! Brands (YUM) | 0.1 | $207k | 1.4k | 152.00 |
|
Past Filings by Presper Financial Architects
SEC 13F filings are viewable for Presper Financial Architects going back to 2025
- Presper Financial Architects 2025 Q3 filed Oct. 28, 2025
- Presper Financial Architects 2025 Q2 filed July 17, 2025