Presper Financial Architects
Latest statistics and disclosures from Presper Financial Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, XLK, MAGS, CGMM, CGNG, and represent 61.97% of Presper Financial Architects's stock portfolio.
- Added to shares of these 10 stocks: MAGS (+$20M), CGMM (+$19M), CGNG (+$15M), FSMD (+$7.9M), FBND, XLK, VZ, IWF, SO, GLD.
- Started 6 new stock positions in SO, GLD, MAGS, CGMM, CGNG, VZ.
- Reduced shares in these 10 stocks: , IJH (-$20M), QUS (-$12M), IJR (-$8.4M), EFA, , ETG, , , TCAF.
- Sold out of its positions in HYT, GOF, HTD, NZF, ORCL, PHK, PTY, HYMB, KCE, TKR.
- Presper Financial Architects was a net seller of stock by $-5.6M.
- Presper Financial Architects has $168M in assets under management (AUM), dropping by -4.86%.
- Central Index Key (CIK): 0002066674
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Portfolio Holdings for Presper Financial Architects
Presper Financial Architects holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 16.7 | $28M | +6% | 615k | 45.62 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 13.5 | $23M | 171k | 132.90 |
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| Listed Fds Tr Roundhill Magnif (MAGS) | 11.7 | $20M | NEW | 340k | 57.94 |
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| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 11.2 | $19M | NEW | 642k | 29.36 |
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| Capital Group New Geography SHS (CGNG) | 8.9 | $15M | NEW | 474k | 31.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 8.0 | $13M | -17% | 138k | 97.13 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 6.6 | $11M | +249% | 247k | 44.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.8 | $9.7M | +2% | 23k | 426.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $4.8M | -63% | 38k | 124.31 |
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| Apple (AAPL) | 1.5 | $2.5M | 9.8k | 253.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.1M | -3% | 3.5k | 597.55 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.9 | $1.6M | 14k | 114.83 |
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| Spdr Series Trust State Street Spd (QUS) | 0.9 | $1.5M | -89% | 8.7k | 171.64 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $1.4M | -2% | 15k | 99.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.4M | -93% | 20k | 67.53 |
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| International Business Machines (IBM) | 0.7 | $1.3M | 5.2k | 242.39 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $865k | 5.1k | 169.66 |
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| Microsoft Corporation (MSFT) | 0.5 | $862k | +4% | 2.3k | 370.23 |
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| Spdr Series Trust State Street Spd (BIL) | 0.5 | $805k | 8.8k | 91.65 |
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| Huntington Bancshares Incorporated (HBAN) | 0.5 | $758k | 48k | 15.65 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $718k | 1.00 | 718140.00 |
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| Procter & Gamble Company (PG) | 0.4 | $596k | +11% | 4.1k | 144.43 |
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| At&t (T) | 0.3 | $566k | 20k | 28.99 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $547k | -7% | 7.1k | 76.54 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $486k | -8% | 1.7k | 294.16 |
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| Johnson & Johnson (JNJ) | 0.3 | $474k | 1.9k | 244.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $427k | -6% | 891.00 | 479.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $397k | +4% | 607.00 | 653.55 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $347k | -58% | 9.7k | 35.59 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $334k | +18% | 578.00 | 577.62 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $329k | -58% | 9.9k | 33.37 |
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| Coca-Cola Company (KO) | 0.2 | $317k | 4.2k | 76.05 |
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| Costco Wholesale Corporation (COST) | 0.2 | $313k | +5% | 314.00 | 996.45 |
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| FirstEnergy (FE) | 0.2 | $302k | -35% | 6.0k | 50.66 |
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| Pepsi (PEP) | 0.2 | $298k | 1.9k | 155.32 |
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| Meta Platforms Cl A (META) | 0.2 | $284k | +11% | 496.00 | 572.13 |
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| Visa Com Cl A (V) | 0.2 | $278k | 918.00 | 302.32 |
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| Verizon Communications (VZ) | 0.2 | $276k | NEW | 5.5k | 50.20 |
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| Spdr Series Trust State Street Spd (XAR) | 0.2 | $270k | 1.1k | 253.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $251k | 872.00 | 287.56 |
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| Progressive Corporation (PGR) | 0.1 | $244k | 1.2k | 198.24 |
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| Consolidated Edison (ED) | 0.1 | $244k | +2% | 2.2k | 113.18 |
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| Nextera Energy (NEE) | 0.1 | $238k | 2.6k | 92.89 |
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| TJX Companies (TJX) | 0.1 | $238k | +10% | 1.5k | 159.70 |
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| Southern Company (SO) | 0.1 | $217k | NEW | 2.3k | 96.52 |
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| NVIDIA Corporation (NVDA) | 0.1 | $217k | +8% | 1.2k | 174.40 |
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| Yum! Brands (YUM) | 0.1 | $216k | 1.4k | 155.48 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $216k | NEW | 502.00 | 430.29 |
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| Walt Disney Company (DIS) | 0.1 | $205k | 2.1k | 96.38 |
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| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $201k | -77% | 10k | 20.12 |
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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 2026 Q1 filed April 29, 2026
- 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