Presper Financial Architects, LLC Top Holdings and 13F Report (2026) About Presper Financial Architects, LLCInvestment ActivityPresper Financial Architects, LLC has $178.78 million in total holdings as of September 30, 2026.Presper Financial Architects, LLC owns shares of 57 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.88% of the portfolio was purchased this quarter.About 10.46% of the portfolio was sold this quarter.This quarter, Presper Financial Architects, LLC has purchased 55 new stocks and bought additional shares in 23 stocks.Presper Financial Architects, LLC sold shares of 13 stocks and completely divested from 7 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $32,121,488Fidelity Total Bond ETF $27,384,292CAPITAL GROUP EQUITY ETF TR $19,913,161CAPITAL GROUP NEW GEOGRAPHY $17,323,519iShares MSCI EAFE ETF $15,077,020 Largest New Holdings this Quarter 11135F101 - Broadcom $1,080,260 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $856,899 Holding539830109 - Lockheed Martin $561,194 Holding00287Y109 - AbbVie $456,998 Holding293792107 - Enterprise Products Partners $312,513 Holding Largest Purchases this Quarter Broadcom 3,076 shares (about $1.08M)EXXONMOBIL HOLDINGS CORP 5,265 shares (about $856.90K)Apple 2,052 shares (about $683.36K)Fidelity Total Bond ETF 13,202 shares (about $571.65K)Lockheed Martin 1,102 shares (about $561.19K) Largest Sales this Quarter LISTED FDS TR 164,015 shares (about $11.76M)Fidelity Small-Mid Multifactor ETF 56,834 shares (about $2.79M)iShares Core S&P Small-Cap ETF 10,751 shares (about $1.46M)Technology Select Sector SPDR Fund 2,307 shares (about $451.60K)NVIDIA 275 shares (about $62.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPresper Financial Architects, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$32,121,488$451,596 ▼-1.4%164,09418.0%ETFFBNDFidelity Total Bond ETF$27,384,292$571,646 ▲2.1%632,43215.3%ETFCAPITAL GROUP EQUITY ETF TR$19,913,161$38,081 ▲0.2%643,19011.1%US SM MI CA ETFCAPITAL GROUP NEW GEOGRAPHY$17,323,519$49,973 ▲0.3%475,2689.7%SHSEFAiShares MSCI EAFE ETF$15,077,020$495,970 ▲3.4%145,1258.4%ETFLISTED FDS TR$12,627,907$11,758,236 ▼-48.2%176,1467.1%ROUN MA SEVE ETFIWFiShares Russell 1000 Growth ETF$11,876,751$349,475 ▲3.0%94,8176.6%ETFFSMDFidelity Small-Mid Multifactor ETF$9,325,328$2,794,525 ▼-23.1%189,6555.2%ETFAAPLApple$3,833,060$683,357 ▲21.7%11,5102.1%TechnologyIJRiShares Core S&P Small-Cap ETF$3,782,768$1,462,581 ▼-27.9%27,8062.1%ETFVOOVanguard S&P 500 ETF$2,254,6670.0%3,2171.3%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,737,1280.0%13,7301.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,428,722$15,541 ▼-1.1%19,8570.8%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,276,9490.0%6,7170.7%ETFIBMInternational Business Machines$1,111,012$25,070 ▼-2.2%5,0520.6%TechnologyAVGOBroadcom$1,080,260$1,080,260 ▲New Holding3,0760.6%TechnologyMSFTMicrosoft$904,662$30,771 ▲3.5%1,7640.5%TechnologyEXXONMOBIL HOLDINGS CORP$856,899$856,899 ▲New Holding5,2650.5%COM SHSBILSPDR Bloomberg 1-3 Month T-Bill ETF$825,347$3,208 ▼-0.4%9,0060.5%ETFBRK.ABerkshire Hathaway$747,0050.0%10.4%FinanceHBANHuntington Bancshares$738,6690.0%48,4060.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$641,6040.0%7,1480.4%ETFPGProcter & Gamble$617,958$4,213 ▲0.7%4,2540.3%Consumer StaplesLMTLockheed Martin$561,194$561,194 ▲New Holding1,1020.3%IndustrialsJNJJohnson & Johnson$525,573$9,002 ▲1.7%1,9850.3%HealthcareJPMJPMorgan Chase & Co.$513,1170.0%1,5510.3%FinanceBRK.BBerkshire Hathaway$485,999$25,893 ▲5.6%9760.3%FinanceIVViShares Core S&P 500 ETF$481,820$17,618 ▲3.8%6290.3%ETFTAT&T$460,892$10,492 ▲2.3%18,8890.3%Communication ServicesABBVAbbVie$456,998$456,998 ▲New Holding1,7470.3%HealthcareAGGiShares Core U.S. Aggregate Bond ETF$413,423$19,381 ▼-4.5%4,3730.2%ETFQQQInvesco QQQ$413,402$9,614 ▼-2.3%5590.2%ETFMUMicron Technology$387,700$67,102 ▲20.9%3640.2%TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$387,4470.0%9,1660.2%ETFCGGOCapital Group Global Growth Equity ETF$370,392$9,826 ▲2.7%9,3110.2%ETFKOCoca-Cola$365,675$2,841 ▲0.8%4,2480.2%Consumer StaplesFEFirstEnergy$345,210$86,660 ▲33.5%7,9670.2%UtilitiesGOOGLAlphabet$321,371$9,978 ▲3.2%9340.2%Communication ServicesPGRProgressive$320,916$64,888 ▲25.3%1,5480.2%FinanceEPDEnterprise Products Partners$312,513$312,513 ▲New Holding8,7760.2%EnergyINTCIntel$292,4840.0%2,4330.2%TechnologyMETAMeta Platforms$292,248$10,878 ▲3.9%4030.2%Communication ServicesVVisa$278,212$12,940 ▲4.9%7740.2%FinanceCOSTCostco Wholesale$275,838$19,117 ▼-6.5%3030.2%Consumer StaplesNEENextEra Energy$270,255$76,047 ▲39.2%3,5680.2%UtilitiesAEPAmerican Electric Power$268,364$268,364 ▲New Holding2,2620.2%UtilitiesXARSPDR S&P Aerospace & Defense ETF$245,5880.0%1,0620.1%ETFPEPPepsiCo$243,4780.0%1,9210.1%Consumer StaplesNVDANVIDIA$240,484$62,804 ▼-20.7%1,0530.1%TechnologyJPSTJPMorgan Ultra-Short Income ETF$233,833$233,833 ▲New Holding4,6420.1%ETFETGEaton Vance Tax-Advantaged Global Dividend Income Fund$231,4310.0%10,0100.1%FinanceAPHAmphenol$229,296$123,415 ▲116.6%2,7200.1%TechnologyDISWalt Disney$223,318$524 ▲0.2%2,1290.1%Communication ServicesVZVerizon Communications$220,805$220,805 ▲New Holding4,8140.1%Communication ServicesEDConsolidated Edison$216,992$2,964 ▼-1.3%2,1230.1%UtilitiesCGXUCapital Group International Focus Equity ETF$205,979$5,589 ▼-2.6%6,0070.1%ETFMCDMcDonald's$200,984$200,984 ▲New Holding8700.1%Consumer DiscretionaryXOMExxonMobil$0$696,232 ▼-100.0%00.0%EnergyAMATApplied Materials$0$249,435 ▼-100.0%00.0%TechnologyTJXTJX Companies$0$237,249 ▼-100.0%00.0%Consumer DiscretionaryYUMYum! Brands$0$226,042 ▼-100.0%00.0%Consumer DiscretionaryTKRTimken$0$220,450 ▼-100.0%00.0%IndustrialsSANDISK CORP$0$218,278 ▼-100.0%00.0%COMKLACKLA$0$214,214 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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