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 61.36% of Presper Financial Architects's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$12M), AGG, KCE, HTD, IJH, QUS, GOOGL, EFA, IJR, TKR.
- Started 5 new stock positions in GOOGL, TJX, NEE, AGG, TKR.
- Reduced shares in these 10 stocks: GOF, AAPL, VZ, SO, PHK, HYT, PTY, T, MSFT, TCAF.
- Sold out of its positions in SO, VZ.
- Presper Financial Architects was a net buyer of stock by $16M.
- Presper Financial Architects has $177M in assets under management (AUM), dropping by 2.61%.
- Central Index Key (CIK): 0002066674
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Portfolio Holdings for Presper Financial Architects
Presper Financial Architects holds 54 positions in its portfolio as reported in the December 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) | 15.1 | $27M | 578k | 46.04 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 13.7 | $24M | +101% | 168k | 143.97 |
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| Spdr Series Trust State Street Spd (KCE) | 12.0 | $21M | +2% | 142k | 149.93 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 11.5 | $20M | 308k | 66.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 9.1 | $16M | 167k | 96.03 |
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| Spdr Series Trust State Street Spd (QUS) | 7.8 | $14M | +2% | 80k | 174.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 7.2 | $13M | 106k | 120.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.0 | $11M | 22k | 473.30 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.8 | $3.1M | +6% | 71k | 44.13 |
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| Apple (AAPL) | 1.5 | $2.7M | -8% | 9.8k | 271.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $2.3M | 3.6k | 627.13 |
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| International Business Machines (IBM) | 0.9 | $1.5M | 5.2k | 296.21 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.9 | $1.5M | 14k | 110.96 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $1.5M | NEW | 15k | 99.88 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.1M | -4% | 2.2k | 483.65 |
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| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.6 | $1.0M | +2% | 45k | 23.10 |
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| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.6 | $1.0M | +57% | 43k | 23.66 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $889k | -5% | 23k | 38.22 |
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| Huntington Bancshares Incorporated (HBAN) | 0.5 | $840k | 48k | 17.35 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $823k | -5% | 24k | 34.65 |
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| Spdr Series Trust State Street Spd (BIL) | 0.5 | $800k | 8.8k | 91.38 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $755k | 1.00 | 754800.00 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $621k | 7.7k | 80.22 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $614k | 5.1k | 120.33 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.3 | $603k | -18% | 68k | 8.90 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.3 | $589k | -18% | 46k | 12.90 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $580k | 1.8k | 322.22 |
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| Procter & Gamble Company (PG) | 0.3 | $532k | +2% | 3.7k | 143.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $482k | 958.00 | 502.65 |
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| At&t (T) | 0.3 | $477k | -19% | 19k | 24.84 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.3 | $451k | 18k | 24.94 |
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| FirstEnergy (FE) | 0.2 | $412k | 9.2k | 44.77 |
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| Johnson & Johnson (JNJ) | 0.2 | $398k | 1.9k | 206.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $397k | 580.00 | 684.95 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.2 | $357k | -42% | 28k | 12.88 |
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| Pimco High Income Com Shs (PHK) | 0.2 | $353k | -36% | 73k | 4.86 |
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| Visa Com Cl A (V) | 0.2 | $319k | +2% | 908.00 | 350.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $299k | +3% | 487.00 | 614.34 |
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| Meta Platforms Cl A (META) | 0.2 | $293k | +12% | 444.00 | 660.09 |
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| Coca-Cola Company (KO) | 0.2 | $288k | 4.1k | 69.91 |
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.2 | $278k | -11% | 22k | 12.58 |
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| Pepsi (PEP) | 0.2 | $276k | 1.9k | 143.55 |
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| Progressive Corporation (PGR) | 0.2 | $276k | 1.2k | 227.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $268k | NEW | 857.00 | 313.00 |
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| Costco Wholesale Corporation (COST) | 0.1 | $257k | +2% | 298.00 | 862.36 |
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| Spdr Series Trust State Street Spd (XAR) | 0.1 | $256k | 1.1k | 241.24 |
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| Walt Disney Company (DIS) | 0.1 | $241k | 2.1k | 113.77 |
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| Timken Company (TKR) | 0.1 | $217k | NEW | 2.6k | 84.13 |
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| Oracle Corporation (ORCL) | 0.1 | $216k | 1.1k | 194.91 |
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| NVIDIA Corporation (NVDA) | 0.1 | $214k | -5% | 1.1k | 186.50 |
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| Yum! Brands (YUM) | 0.1 | $211k | +2% | 1.4k | 151.28 |
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| Consolidated Edison (ED) | 0.1 | $208k | 2.1k | 99.32 |
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| TJX Companies (TJX) | 0.1 | $207k | NEW | 1.3k | 153.61 |
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| Nextera Energy (NEE) | 0.1 | $205k | NEW | 2.6k | 80.27 |
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Past Filings by Presper Financial Architects
SEC 13F filings are viewable for Presper Financial Architects going back to 2025
- Presper Financial Architects 2025 Q4 filed Feb. 5, 2026
- Presper Financial Architects 2025 Q3 filed Oct. 28, 2025
- Presper Financial Architects 2025 Q2 filed July 17, 2025