Institutions / Presper Financial Architects, LLC
Presper Financial Architects, LLC
CIK 2066674 · Institution · as of Dec 31, 2025
Portfolio value
$176.87M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Merrimack Str Tr | $26.63M | 15.1% |
| Select Sector SPDR Tr | $24.23M | 13.7% |
| SPDR Series Trust | $21.24M | 12.0% |
| iShares Tr | $20.35M | 11.5% |
| iShares Tr | $16.07M | 9.1% |
| SPDR Series Trust | $13.85M | 7.8% |
| iShares Tr | $12.74M | 7.2% |
| iShares Tr | $10.54M | 6.0% |
| Fidelity Covington Trust | $3.12M | 1.8% |
| Apple Inc. | $2.65M | 1.5% |
| Vanguard Index Fds | $2.28M | 1.3% |
| International Business Machines Corp | $1.53M | 0.9% |
| Vanguard Admiral Fds Inc | $1.52M | 0.9% |
| iShares Tr | $1.49M | 0.8% |
| Microsoft Corp | $1.07M | 0.6% |
| Eaton Vance Tx Adv Glbl Div | $1.04M | 0.6% |
| John Hancock Tax-Advantaged Dividend Income FundHTD | $1.01M | 0.6% |
| T Rowe Price ETF Inc | $888.7K | 0.5% |
| Huntington Bancshares Inc /Md | $839.8K | 0.5% |
| Capital Group Gbl Growth Eqt | $822.8K | 0.5% |
| SPDR Series Trust | $800.2K | 0.5% |
| Berkshire Hathaway Inc Del | $754.8K | 0.4% |
| SPDR Series Trust | $621.4K | 0.4% |
| Exxon Mobil Corp | $613.7K | 0.3% |
| BlackRock Corporate High Yield Fund, Inc.HYT | $603.0K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.