Presper Financial Architects

Presper Financial Architects as of March 31, 2026

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 615k 45.62
Select Sector Spdr Tr State Street Tec (XLK) 13.5 $23M 171k 132.90
Listed Fds Tr Roundhill Magnif (MAGS) 11.7 $20M 340k 57.94
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 11.2 $19M 642k 29.36
Capital Group New Geography SHS (CGNG) 8.9 $15M 474k 31.57
Ishares Tr Msci Eafe Etf (EFA) 8.0 $13M 138k 97.13
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 6.6 $11M 247k 44.72
Ishares Tr Rus 1000 Grw Etf (IWF) 5.8 $9.7M 23k 426.40
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $4.8M 38k 124.31
Apple (AAPL) 1.5 $2.5M 9.8k 253.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.1M 3.5k 597.55
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.9 $1.6M 14k 114.83
Spdr Series Trust State Street Spd (QUS) 0.9 $1.5M 8.7k 171.64
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.4M 15k 99.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.4M 20k 67.53
International Business Machines (IBM) 0.7 $1.3M 5.2k 242.39
Exxon Mobil Corporation (XOM) 0.5 $865k 5.1k 169.66
Microsoft Corporation (MSFT) 0.5 $862k 2.3k 370.23
Spdr Series Trust State Street Spd (BIL) 0.5 $805k 8.8k 91.65
Huntington Bancshares Incorporated (HBAN) 0.5 $758k 48k 15.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $718k 1.00 718140.00
Procter & Gamble Company (PG) 0.4 $596k 4.1k 144.43
At&t (T) 0.3 $566k 20k 28.99
Spdr Series Trust State Street Spd (SPYM) 0.3 $547k 7.1k 76.54
JPMorgan Chase & Co. (JPM) 0.3 $486k 1.7k 294.16
Johnson & Johnson (JNJ) 0.3 $474k 1.9k 244.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $427k 891.00 479.20
Ishares Tr Core S&p500 Etf (IVV) 0.2 $397k 607.00 653.55
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $347k 9.7k 35.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $334k 578.00 577.62
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $329k 9.9k 33.37
Coca-Cola Company (KO) 0.2 $317k 4.2k 76.05
Costco Wholesale Corporation (COST) 0.2 $313k 314.00 996.45
FirstEnergy (FE) 0.2 $302k 6.0k 50.66
Pepsi (PEP) 0.2 $298k 1.9k 155.32
Meta Platforms Cl A (META) 0.2 $284k 496.00 572.13
Visa Com Cl A (V) 0.2 $278k 918.00 302.32
Verizon Communications (VZ) 0.2 $276k 5.5k 50.20
Spdr Series Trust State Street Spd (XAR) 0.2 $270k 1.1k 253.98
Alphabet Cap Stk Cl A (GOOGL) 0.1 $251k 872.00 287.56
Progressive Corporation (PGR) 0.1 $244k 1.2k 198.24
Consolidated Edison (ED) 0.1 $244k 2.2k 113.18
Nextera Energy (NEE) 0.1 $238k 2.6k 92.89
TJX Companies (TJX) 0.1 $238k 1.5k 159.70
Southern Company (SO) 0.1 $217k 2.3k 96.52
NVIDIA Corporation (NVDA) 0.1 $217k 1.2k 174.40
Yum! Brands (YUM) 0.1 $216k 1.4k 155.48
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 502.00 430.29
Walt Disney Company (DIS) 0.1 $205k 2.1k 96.38
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $201k 10k 20.12