Presper Financial Architects

Presper Financial Architects as of June 30, 2026

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 166k 190.52
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 14.7 $28M 619k 45.49
Listed Fds Tr Roun Ma Seve Etf (MAGS) 11.4 $22M 340k 64.30
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) 11.0 $21M 642k 32.97
Capital Group New Geography SHS (CGNG) 9.3 $18M 474k 37.46
Ishares Tr Msci Eafe Etf (EFA) 7.6 $15M 140k 103.88
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 6.8 $13M 247k 52.85
Ishares Tr Rus 1000 Grw Etf (IWF) 6.0 $11M 92k 124.17
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $5.7M 39k 148.31
Apple (AAPL) 1.4 $2.7M 9.5k 289.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.2M 3.2k 686.81
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.0 $1.9M 14k 137.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.5M 20k 77.11
International Business Machines (IBM) 0.8 $1.5M 5.2k 281.23
Spdr Series Trust St Str Msci Usaq (QUS) 0.7 $1.3M 6.7k 186.86
Huntington Bancshares Incorporated (HBAN) 0.4 $858k 48k 17.73
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.4 $829k 9.0k 91.64
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $749k 1.00 748850.00
Exxon Mobil Corporation 0.4 $696k 5.1k 136.73
Microsoft Corporation (MSFT) 0.3 $636k 1.7k 372.94
Spdr Series Trust St Str P500etf (SPYM) 0.3 $628k 7.1k 87.88
Procter & Gamble Company (PG) 0.3 $620k 4.2k 146.63
JPMorgan Chase & Co. (JPM) 0.3 $508k 1.6k 327.33
Johnson & Johnson (JNJ) 0.3 $496k 2.0k 254.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $462k 924.00 500.39
Ishares Tr Core S&p500 Etf (IVV) 0.2 $454k 606.00 748.48
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $453k 4.6k 98.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $422k 572.00 736.97
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.2 $384k 9.1k 42.33
At&t (T) 0.2 $382k 19k 20.70
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.2 $377k 9.2k 41.10
Micron Technology (MU) 0.2 $347k 301.00 1154.29
Coca-Cola Company (KO) 0.2 $343k 4.2k 81.27
Intel Corporation (INTC) 0.2 $340k 2.4k 139.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $323k 905.00 357.37
Costco Wholesale Corporation (COST) 0.2 $303k 324.00 935.48
Spdr Series Trust St Str Sp Aero (XAR) 0.2 $301k 1.1k 283.79
FirstEnergy (FE) 0.1 $284k 6.0k 47.54
Progressive Corporation (PGR) 0.1 $270k 1.2k 218.45
NVIDIA Corporation (NVDA) 0.1 $266k 1.3k 200.09
Pepsi (PEP) 0.1 $260k 1.9k 135.43
Visa Com Cl A (V) 0.1 $253k 738.00 343.21
Applied Materials (AMAT) 0.1 $249k 345.00 723.00
Consolidated Edison (ED) 0.1 $238k 2.2k 110.63
TJX Companies (TJX) 0.1 $237k 1.6k 151.50
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $236k 10k 23.54
Yum! Brands (YUM) 0.1 $226k 1.4k 159.86
Nextera Energy (NEE) 0.1 $225k 2.6k 87.77
Amphenol Corp Cl A (APH) 0.1 $222k 1.3k 176.32
Timken Company (TKR) 0.1 $220k 1.5k 145.32
Meta Platforms Cl A (META) 0.1 $219k 388.00 563.29
Sandisk Corp (SNDK) 0.1 $218k 96.00 2273.73
Kla Corp Com New (KLAC) 0.1 $214k 710.00 301.71
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.1 $214k 6.2k 34.62
Walt Disney Company (DIS) 0.1 $204k 2.1k 96.25