Presper Financial Architects, LLC Top Holdings and 13F Report (2026) About Presper Financial Architects, LLCInvestment ActivityPresper Financial Architects, LLC has $168.27 million in total holdings as of March 31, 2026.Presper Financial Architects, LLC owns shares of 50 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 38.42% of the portfolio was purchased this quarter.About 41.73% of the portfolio was sold this quarter.This quarter, Presper Financial Architects, LLC has purchased 54 new stocks and bought additional shares in 25 stocks.Presper Financial Architects, LLC sold shares of 13 stocks and completely divested from 10 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $28,055,248Technology Select Sector SPDR Fund $22,716,474LISTED FDS TR $19,712,752CAPITAL GROUP EQUITY ETF TR $18,840,400CAPITAL GROUP NEW GEOGRAPHY $14,954,551 Largest New Holdings this Quarter 53656G498 - LISTED FDS TR $19,712,752 Holding14022A102 - CAPITAL GROUP EQUITY ETF TR $18,840,400 Holding14021N105 - CAPITAL GROUP NEW GEOGRAPHY $14,954,551 Holding92343V104 - Verizon Communications $275,781 Holding842587107 - Southern $217,363 Holding Largest Purchases this Quarter LISTED FDS TR 340,227 shares (about $19.71M)CAPITAL GROUP EQUITY ETF TR 641,703 shares (about $18.84M)CAPITAL GROUP NEW GEOGRAPHY 473,695 shares (about $14.95M)Fidelity Small-Mid Multifactor ETF 176,191 shares (about $7.88M)Fidelity Total Bond ETF 36,580 shares (about $1.67M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 288,104 shares (about $19.46M)SPDR MSCI USA StrategicFactors ETF 70,874 shares (about $12.16M)iShares Core S&P Small-Cap ETF 67,658 shares (about $8.41M)iShares MSCI EAFE ETF 29,273 shares (about $2.84M)Eaton Vance Tax-Advantaged Global Dividend Income Fund 34,894 shares (about $702.07K) 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 PortfolioSectorFBNDFidelity Total Bond ETF$28,055,248$1,668,779 ▲6.3%614,97716.7%ETFXLKTechnology Select Sector SPDR Fund$22,716,474$350,856 ▲1.6%170,92913.5%ETFLISTED FDS TR$19,712,752$19,712,752 ▲New Holding340,22711.7%ROUNDHILL MAGNIFCAPITAL GROUP EQUITY ETF TR$18,840,400$18,840,400 ▲New Holding641,70311.2%US SMALL AND MIDCAPITAL GROUP NEW GEOGRAPHY$14,954,551$14,954,551 ▲New Holding473,6958.9%SHSEFAiShares MSCI EAFE ETF$13,412,575$2,843,284 ▼-17.5%138,0898.0%FinanceFSMDFidelity Small-Mid Multifactor ETF$11,039,758$7,879,261 ▲249.3%246,8646.6%ETFIWFiShares Russell 1000 Growth ETF$9,713,745$220,447 ▲2.3%22,7815.8%ETFIJRiShares Core S&P Small-Cap ETF$4,768,361$8,410,484 ▼-63.8%38,3592.8%ETFAAPLApple$2,492,706$15,735 ▲0.6%9,8221.5%Computer and TechnologyVOOVanguard S&P 500 ETF$2,101,583$70,511 ▼-3.2%3,5171.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,576,6230.0%13,7300.9%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,485,373$12,164,817 ▼-89.1%8,6540.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,444,379$36,631 ▼-2.5%14,5500.9%FinanceIJHiShares Core S&P Mid-Cap ETF$1,369,919$19,455,740 ▼-93.4%20,2860.8%ETFIBMInternational Business Machines$1,254,611$2,909 ▲0.2%5,1760.7%Computer and TechnologyXOMExxonMobil$865,446$170 ▲0.0%5,1010.5%EnergyMSFTMicrosoft$861,526$39,244 ▲4.8%2,3270.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$804,827$2,383 ▲0.3%8,7820.5%ETFHBANHuntington Bancshares$757,5470.0%48,4060.5%FinanceBRK.ABerkshire Hathaway$718,1400.0%10.4%FinancePGProcter & Gamble$596,364$60,229 ▲11.2%4,1290.4%Consumer StaplesTAT&T$565,654$8,987 ▲1.6%19,5120.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$547,108$45,771 ▼-7.7%7,1480.3%ETFJPMJPMorgan Chase & Co.$485,658$43,830 ▼-8.3%1,6510.3%FinanceJNJJohnson & Johnson$474,029$4,400 ▲0.9%1,9390.3%MedicalBRK.BBerkshire Hathaway$426,967$32,106 ▼-7.0%8910.3%FinanceIVViShares Core S&P 500 ETF$396,707$17,646 ▲4.7%6070.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$346,860$480,714 ▼-58.1%9,7460.2%ETFQQQInvesco QQQ$333,863$52,563 ▲18.7%5780.2%FinanceCGGOCapital Group Global Growth Equity ETF$329,228$463,208 ▼-58.5%9,8660.2%ETFKOCocaCola$317,439$3,727 ▲1.2%4,1740.2%Consumer StaplesCOSTCostco Wholesale$312,884$15,943 ▲5.4%3140.2%Retail/WholesaleFEFirstEnergy$302,288$163,429 ▼-35.1%5,9670.2%UtilitiesPEPPepsiCo$298,3720.0%1,9210.2%Consumer StaplesMETAMeta Platforms$283,776$29,751 ▲11.7%4960.2%Computer and TechnologyVVisa$277,533$3,023 ▲1.1%9180.2%Business ServicesVZVerizon Communications$275,781$275,781 ▲New Holding5,4940.2%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$269,7270.0%1,0620.2%ETFGOOGLAlphabet$250,752$4,313 ▲1.8%8720.1%Computer and TechnologyPGRProgressive$244,232$4,361 ▲1.8%1,2320.1%FinanceEDConsolidated Edison$243,563$6,112 ▲2.6%2,1520.1%UtilitiesNEENextEra Energy$237,789$279 ▲0.1%2,5600.1%UtilitiesTJXTJX Companies$237,474$22,837 ▲10.6%1,4870.1%Retail/WholesaleSOSouthern$217,363$217,363 ▲New Holding2,2520.1%UtilitiesNVDANVIDIA$217,128$17,266 ▲8.6%1,2450.1%Computer and TechnologyYUMYum! Brands$216,4280.0%1,3920.1%Retail/WholesaleGLDSPDR Gold Shares$216,006$216,006 ▲New Holding5020.1%FinanceDISWalt Disney$204,718$386 ▲0.2%2,1240.1%Consumer DiscretionaryETGEaton Vance Tax-Advantaged Global Dividend Income Fund$201,401$702,067 ▼-77.7%10,0100.1%Financial ServicesKCESPDR S&P Capital Markets ETF$0$21,239,211 ▼-100.0%00.0%ETFHTDJohn Hancock Tax-Advantaged Dividend Income Fund$0$1,007,466 ▼-100.0%00.0%Financial ServicesHYTBlackRock Corporate High Yield Fund$0$603,037 ▼-100.0%00.0%Financial ServicesPTYPimco Corporate & Income Opportunity Fund$0$588,730 ▼-100.0%00.0%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$0$451,339 ▼-100.0%00.0%ETFGOFGuggenheim Strategic Opportunities Fund$0$357,407 ▼-100.0%00.0%Financial ServicesPHKPIMCO High Income Fund$0$352,559 ▼-100.0%00.0%FinanceNZFNuveen Municipal Credit Income Fund$0$278,345 ▼-100.0%00.0%Financial ServicesTKRTimken$0$217,224 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$216,350 ▼-100.0%00.0%Computer and 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
