Presper Financial Architects, LLC
All holdings · as of Dec 31, 2025
| 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% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $588.7K | 0.3% |
| JPMORGAN CHASE & CO | $580.0K | 0.3% |
| PROCTER & GAMBLE Co | $532.0K | 0.3% |
| Warren E. Buffett | $481.5K | 0.3% |
| AT&T INC. | $477.0K | 0.3% |
| SPDR SERIES TRUST | $451.3K | 0.3% |
| FirstEnergy Corp | $411.6K | 0.2% |
| JOHNSON & JOHNSON | $397.6K | 0.2% |
| ISHARES TR | $397.3K | 0.2% |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOF | $357.4K | 0.2% |
| PIMCO HIGH INCOME FUNDPHK | $352.6K | 0.2% |
| Visa Inc | $318.5K | 0.2% |
| INVESCO QQQ TR | $299.2K | 0.2% |
| Meta Platforms Inc | $293.1K | 0.2% |
| COCA COLA CO | $288.4K | 0.2% |
| Nuveen Municipal Credit Income FundNZF | $278.3K | 0.2% |
| PEPSICO INC | $275.8K | 0.2% |
| PROGRESSIVE CORP/OH | $275.5K | 0.2% |
| Alphabet Inc. | $268.2K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $257.0K | 0.1% |
| SPDR SERIES TRUST | $256.2K | 0.1% |
| Walt Disney Co | $241.2K | 0.1% |
| TIMKEN CO | $217.2K | 0.1% |
| ORACLE CORP | $216.3K | 0.1% |
| NVIDIA Corp | $213.7K | 0.1% |