Presper Financial Architects
Latest statistics and disclosures from Presper Financial Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, FBND, MAGS, CGMM, CGNG, and represent 62.95% of Presper Financial Architects's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$8.6M), MU, INTC, AMAT, EFA, APH, TKR, SNDK, KLAC, CGXU.
- Started 8 new stock positions in INTC, AMAT, SNDK, TKR, APH, MU, CGXU, KLAC.
- Reduced shares in these 10 stocks: AGG, XLK, QUS, VZ, MSFT, SO, , VOO, AAPL, V.
- Sold out of its positions in GLD, SO, VZ.
- Presper Financial Architects was a net buyer of stock by $7.5M.
- Presper Financial Architects has $192M in assets under management (AUM), dropping by 13.90%.
- Central Index Key (CIK): 0002066674
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Portfolio Holdings for Presper Financial Architects
Presper Financial Architects holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 16.5 | $32M | -2% | 166k | 190.52 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 14.7 | $28M | 619k | 45.49 |
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| Listed Fds Tr Roun Ma Seve Etf (MAGS) | 11.4 | $22M | 340k | 64.30 |
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| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 11.0 | $21M | 642k | 32.97 |
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| Capital Group New Geography SHS (CGNG) | 9.3 | $18M | 474k | 37.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 7.6 | $15M | 140k | 103.88 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 6.8 | $13M | 247k | 52.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.0 | $11M | +303% | 92k | 124.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $5.7M | 39k | 148.31 |
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| Apple (AAPL) | 1.4 | $2.7M | -3% | 9.5k | 289.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.2M | -8% | 3.2k | 686.81 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 1.0 | $1.9M | 14k | 137.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.5M | 20k | 77.11 |
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| International Business Machines (IBM) | 0.8 | $1.5M | 5.2k | 281.23 |
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| Spdr Series Trust St Str Msci Usaq (QUS) | 0.7 | $1.3M | -22% | 6.7k | 186.86 |
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| Huntington Bancshares Incorporated (HBAN) | 0.4 | $858k | 48k | 17.73 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.4 | $829k | +2% | 9.0k | 91.64 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $749k | 1.00 | 748850.00 |
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| Exxon Mobil Corporation | 0.4 | $696k | 5.1k | 136.73 |
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| Microsoft Corporation (MSFT) | 0.3 | $636k | -26% | 1.7k | 372.94 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $628k | 7.1k | 87.88 |
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| Procter & Gamble Company (PG) | 0.3 | $620k | +2% | 4.2k | 146.63 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $508k | -6% | 1.6k | 327.33 |
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| Johnson & Johnson (JNJ) | 0.3 | $496k | 2.0k | 254.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $462k | +3% | 924.00 | 500.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $454k | 606.00 | 748.48 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $453k | -68% | 4.6k | 98.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $422k | 572.00 | 736.97 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.2 | $384k | -8% | 9.1k | 42.33 |
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| At&t (T) | 0.2 | $382k | -5% | 19k | 20.70 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.2 | $377k | -5% | 9.2k | 41.10 |
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| Micron Technology (MU) | 0.2 | $347k | NEW | 301.00 | 1154.29 |
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| Coca-Cola Company (KO) | 0.2 | $343k | 4.2k | 81.27 |
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| Intel Corporation (INTC) | 0.2 | $340k | NEW | 2.4k | 139.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $323k | +3% | 905.00 | 357.37 |
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| Costco Wholesale Corporation (COST) | 0.2 | $303k | +3% | 324.00 | 935.48 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.2 | $301k | 1.1k | 283.79 |
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| FirstEnergy (FE) | 0.1 | $284k | 6.0k | 47.54 |
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| Progressive Corporation (PGR) | 0.1 | $270k | 1.2k | 218.45 |
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| NVIDIA Corporation (NVDA) | 0.1 | $266k | +6% | 1.3k | 200.09 |
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| Pepsi (PEP) | 0.1 | $260k | 1.9k | 135.43 |
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| Visa Com Cl A (V) | 0.1 | $253k | -19% | 738.00 | 343.21 |
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| Applied Materials (AMAT) | 0.1 | $249k | NEW | 345.00 | 723.00 |
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| Consolidated Edison (ED) | 0.1 | $238k | 2.2k | 110.63 |
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| TJX Companies (TJX) | 0.1 | $237k | +5% | 1.6k | 151.50 |
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| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $236k | 10k | 23.54 |
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| Yum! Brands (YUM) | 0.1 | $226k | 1.4k | 159.86 |
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| Nextera Energy (NEE) | 0.1 | $225k | 2.6k | 87.77 |
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| Amphenol Corp Cl A (APH) | 0.1 | $222k | NEW | 1.3k | 176.32 |
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| Timken Company (TKR) | 0.1 | $220k | NEW | 1.5k | 145.32 |
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| Meta Platforms Cl A (META) | 0.1 | $219k | -21% | 388.00 | 563.29 |
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| Sandisk Corp (SNDK) | 0.1 | $218k | NEW | 96.00 | 2273.73 |
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| Kla Corp Com New (KLAC) | 0.1 | $214k | NEW | 710.00 | 301.71 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.1 | $214k | NEW | 6.2k | 34.62 |
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| Walt Disney Company (DIS) | 0.1 | $204k | 2.1k | 96.25 |
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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 Q2 filed Aug. 11, 2026
- 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