Presper Financial Architects

Presper Financial Architects as of Dec. 31, 2025

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
Select Sector Spdr Tr State Street Tec (XLK) 13.7 $24M 168k 143.97
Spdr Series Trust State Street Spd (KCE) 12.0 $21M 142k 149.93
Ishares Tr Core S&p Mcp Etf (IJH) 11.5 $20M 308k 66.00
Ishares Tr Msci Eafe Etf (EFA) 9.1 $16M 167k 96.03
Spdr Series Trust State Street Spd (QUS) 7.8 $14M 80k 174.18
Ishares Tr Core S&p Scp Etf (IJR) 7.2 $13M 106k 120.18
Ishares Tr Rus 1000 Grw Etf (IWF) 6.0 $11M 22k 473.30
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.8 $3.1M 71k 44.13
Apple (AAPL) 1.5 $2.7M 9.8k 271.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.3M 3.6k 627.13
International Business Machines (IBM) 0.9 $1.5M 5.2k 296.21
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.9 $1.5M 14k 110.96
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.5M 15k 99.88
Microsoft Corporation (MSFT) 0.6 $1.1M 2.2k 483.65
Eaton Vance Tax-advntg Glbl Di (ETG) 0.6 $1.0M 45k 23.10
John Hancock Tax-Advantage Dvd Incom (HTD) 0.6 $1.0M 43k 23.66
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $889k 23k 38.22
Huntington Bancshares Incorporated (HBAN) 0.5 $840k 48k 17.35
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.5 $823k 24k 34.65
Spdr Series Trust State Street Spd (BIL) 0.5 $800k 8.8k 91.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $755k 1.00 754800.00
Spdr Series Trust State Street Spd (SPYM) 0.4 $621k 7.7k 80.22
Exxon Mobil Corporation (XOM) 0.3 $614k 5.1k 120.33
BlackRock Corporate High Yield Fund VI (HYT) 0.3 $603k 68k 8.90
PIMCO Corporate Opportunity Fund (PTY) 0.3 $589k 46k 12.90
JPMorgan Chase & Co. (JPM) 0.3 $580k 1.8k 322.22
Procter & Gamble Company (PG) 0.3 $532k 3.7k 143.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $482k 958.00 502.65
At&t (T) 0.3 $477k 19k 24.84
Spdr Series Trust State Street Spd (HYMB) 0.3 $451k 18k 24.94
FirstEnergy (FE) 0.2 $412k 9.2k 44.77
Johnson & Johnson (JNJ) 0.2 $398k 1.9k 206.98
Ishares Tr Core S&p500 Etf (IVV) 0.2 $397k 580.00 684.95
Guggenheim Strategic Opportu Com Sbi (GOF) 0.2 $357k 28k 12.88
Pimco High Income Com Shs (PHK) 0.2 $353k 73k 4.86
Visa Com Cl A (V) 0.2 $319k 908.00 350.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $299k 487.00 614.34
Meta Platforms Cl A (META) 0.2 $293k 444.00 660.09
Coca-Cola Company (KO) 0.2 $288k 4.1k 69.91
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.2 $278k 22k 12.58
Pepsi (PEP) 0.2 $276k 1.9k 143.55
Progressive Corporation (PGR) 0.2 $276k 1.2k 227.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $268k 857.00 313.00
Costco Wholesale Corporation (COST) 0.1 $257k 298.00 862.36
Spdr Series Trust State Street Spd (XAR) 0.1 $256k 1.1k 241.24
Walt Disney Company (DIS) 0.1 $241k 2.1k 113.77
Timken Company (TKR) 0.1 $217k 2.6k 84.13
Oracle Corporation (ORCL) 0.1 $216k 1.1k 194.91
NVIDIA Corporation (NVDA) 0.1 $214k 1.1k 186.50
Yum! Brands (YUM) 0.1 $211k 1.4k 151.28
Consolidated Edison (ED) 0.1 $208k 2.1k 99.32
TJX Companies (TJX) 0.1 $207k 1.3k 153.61
Nextera Energy (NEE) 0.1 $205k 2.6k 80.27