Presper Financial Architects, LLC Top Holdings and 13F Report (2026) About Presper Financial Architects, LLCInvestment ActivityPresper Financial Architects, LLC has $191.67 million in total holdings as of June 30, 2026.Presper Financial Architects, LLC owns shares of 55 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Presper Financial Architects, LLC has purchased 50 new stocks and bought additional shares in 18 stocks.Presper Financial Architects, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $31,702,793Fidelity Total Bond ETF $28,168,770LISTED FDS TR $21,872,352CAPITAL GROUP EQUITY ETF TR $21,165,421CAPITAL GROUP NEW GEOGRAPHY $17,752,182 Largest New Holdings this Quarter 595112103 - Micron Technology $347,441 Holding458140100 - Intel $339,678 Holding038222105 - Applied Materials $249,435 Holding032095101 - Amphenol $221,458 Holding887389104 - Timken $220,450 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 69,246 shares (about $8.60M)Micron Technology 301 shares (about $347.44K)Intel 2,433 shares (about $339.68K)Applied Materials 345 shares (about $249.44K)iShares MSCI EAFE ETF 2,262 shares (about $234.98K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 9,972 shares (about $987.03K)Technology Select Sector SPDR Fund 4,528 shares (about $862.68K)SPDR MSCI USA StrategicFactors ETF 1,937 shares (about $361.95K)Microsoft 623 shares (about $232.34K)Vanguard S&P 500 ETF 300 shares (about $206.04K) 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$31,702,793$862,677 â–¼-2.6%166,40116.5%ETFFBNDFidelity Total Bond ETF$28,168,770$193,469 â–²0.7%619,23014.7%ETFLISTED FDS TR$21,872,352$4,244 â–¼0.0%340,16111.4%ROUN MA SEVE ETFCAPITAL GROUP EQUITY ETF TR$21,165,421$8,473 â–²0.0%641,96011.0%US SM MI CA ETFCAPITAL GROUP NEW GEOGRAPHY$17,752,182$7,567 â–²0.0%473,8979.3%SHSEFAiShares MSCI EAFE ETF$14,579,646$234,976 â–²1.6%140,3517.6%ETFFSMDFidelity Small-Mid Multifactor ETF$13,026,969$19,819 â–¼-0.2%246,4896.8%ETFIWFiShares Russell 1000 Growth ETF$11,426,958$8,598,250 â–²304.0%92,0276.0%ETFIJRiShares Core S&P Small-Cap ETF$5,718,380$29,365 â–²0.5%38,5573.0%ETFAAPLApple$2,736,756$105,327 â–¼-3.7%9,4581.4%TechnologyVOOVanguard S&P 500 ETF$2,209,468$206,043 â–¼-8.5%3,2171.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,888,4330.0%13,7301.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,547,801$16,424 â–¼-1.0%20,0730.8%ETFIBMInternational Business Machines$1,452,816$2,812 â–¼-0.2%5,1660.8%TechnologyQUSSPDR MSCI USA StrategicFactors ETF$1,255,131$361,946 â–¼-22.4%6,7170.7%ETFHBANHuntington Bancshares$858,2310.0%48,4060.4%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$828,547$23,736 â–²2.9%9,0410.4%ETFBRK.ABerkshire Hathaway$748,8500.0%10.4%FinanceXOMExxonMobil$696,232$1,231 â–¼-0.2%5,0920.4%EnergyMSFTMicrosoft$635,485$232,340 â–¼-26.8%1,7040.3%TechnologySPLGSPDR Portfolio S&P 500 ETF$628,1660.0%7,1480.3%ETFPGProcter & Gamble$619,508$14,076 â–²2.3%4,2250.3%Consumer StaplesJPMJPMorgan Chase & Co.$507,689$32,733 â–¼-6.1%1,5510.3%FinanceJNJJohnson & Johnson$495,557$3,048 â–²0.6%1,9510.3%HealthcareBRK.BBerkshire Hathaway$462,360$16,513 â–²3.7%9240.2%FinanceIVViShares Core S&P 500 ETF$453,581$748 â–¼-0.2%6060.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$453,130$987,028 â–¼-68.5%4,5780.2%ETFQQQInvesco QQQ$421,544$4,422 â–¼-1.0%5720.2%ETFCGGOCapital Group Global Growth Equity ETF$383,679$33,949 â–¼-8.1%9,0640.2%ETFTAT&T$382,094$21,797 â–¼-5.4%18,4590.2%Communication ServicesTCAFT. Rowe Price Capital Appreciation Equity ETF$376,723$23,838 â–¼-6.0%9,1660.2%ETFMUMicron Technology$347,441$347,441 â–²New Holding3010.2%TechnologyKOCocaCola$342,560$3,332 â–²1.0%4,2150.2%Consumer StaplesINTCIntel$339,678$339,678 â–²New Holding2,4330.2%TechnologyGOOGLAlphabet$323,420$11,793 â–²3.8%9050.2%Communication ServicesCOSTCostco Wholesale$303,097$9,355 â–²3.2%3240.2%Consumer StaplesXARSPDR S&P Aerospace & Defense ETF$301,3850.0%1,0620.2%ETFFEFirstEnergy$283,6710.0%5,9670.1%UtilitiesPGRProgressive$269,786$655 â–²0.2%1,2350.1%FinanceNVDANVIDIA$265,720$16,608 â–²6.7%1,3280.1%TechnologyPEPPepsiCo$260,1560.0%1,9210.1%Consumer StaplesVVisa$253,287$61,777 â–¼-19.6%7380.1%FinanceAMATApplied Materials$249,435$249,435 â–²New Holding3450.1%TechnologyEDConsolidated Edison$238,0760.0%2,1520.1%UtilitiesTJXTJX Companies$237,249$11,969 â–²5.3%1,5660.1%Consumer DiscretionaryETGEaton Vance Tax-Advantaged Global Dividend Income Fund$235,6350.0%10,0100.1%FinanceYUMYum! Brands$226,042$3,517 â–²1.6%1,4140.1%Consumer DiscretionaryNEENextEra Energy$225,048$351 â–²0.2%2,5640.1%UtilitiesAPHAmphenol$221,458$221,458 â–²New Holding1,2560.1%TechnologyTKRTimken$220,450$220,450 â–²New Holding1,5170.1%IndustrialsMETAMeta Platforms$218,557$60,835 â–¼-21.8%3880.1%Communication ServicesSANDISK CORP$218,278$218,278 â–²New Holding960.1%COMKLACKLA$214,214$214,214 â–²New Holding7100.1%TechnologyCGXUCapital Group International Focus Equity ETF$213,615$213,615 â–²New Holding6,1700.1%ETFDISWalt Disney$204,4420.0%2,1240.1%Communication ServicesVZVerizon Communications$0$275,781 â–¼-100.0%00.0%Communication ServicesSOSouthern$0$217,363 â–¼-100.0%00.0%UtilitiesGLDSPDR Gold Shares$0$216,006 â–¼-100.0%00.0%ETFShowing 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. 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