Presper Financial Architects, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Presper Financial Architects, LLC held in its portfolio 49 assets valued at $176,868,595 (i.e. $176.87M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($37.22M), FIDELITY MERRIMACK STR TR ($26.63M), and SELECT SECTOR SPDR TR ($24.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Presper Financial Architects, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 256851 | 37220829 | STATE STREET SPD |
| FIDELITY MERRIMACK STR TR | 578397 | 26629408 | TOTAL BD ETF |
| SELECT SECTOR SPDR TR | 168289 | 24228615 | STATE STREET TEC |
| ISHARES TR | 308390 | 20353718 | CORE S&P MCP ETF |
| ISHARES TR | 167362 | 16071739 | MSCI EAFE ETF |
| ISHARES TR | 106017 | 12741120 | CORE S&P SCP ETF |
| ISHARES TR | 22264 | 10537513 | RUS 1000 GRW ETF |
| FIDELITY COVINGTON TRUST | 70673 | 3118799 | SML MID MLTFCT |
| APPLE INC | 9760 | 2653322 | COM |
| VANGUARD INDEX FDS | 3635 | 2279618 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 5164 | 1529628 | COM |
| VANGUARD ADMIRAL FDS INC | 13730 | 1523488 | SMLLCP 600 IDX |
| ISHARES TR | 14919 | 1490110 | CORE US AGGBD ET |
| MICROSOFT CORP | 2221 | 1074189 | COM |
| EATON VANCE TX ADV GLBL DIV | 44904 | 1037282 | COM |
| HANCOCK JOHN TAX-ADVANTAGED | 42581 | 1007466 | COM |
| T ROWE PRICE ETF INC | 23253 | 888730 | CAP APPRECIATION |
| HUNTINGTON BANCSHARES INC | 48406 | 839837 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 23747 | 822834 | SHS CREATION UNI |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| EXXON MOBIL CORP | 5100 | 613699 | COM |
| BLACKROCK CORPOR HI YLD FD I | 67757 | 603037 | COM |
| PIMCO CORPORATE & INCOME OPP | 45638 | 588730 | COM |
| JPMORGAN CHASE & CO. | 1800 | 579996 | COM |
| PROCTER AND GAMBLE CO | 3712 | 531973 | COM |
| BERKSHIRE HATHAWAY INC DEL | 958 | 481539 | CL B NEW |
| AT&T INC | 19202 | 476976 | COM |
| FIRSTENERGY CORP | 9193 | 411571 | COM |
| JOHNSON & JOHNSON | 1921 | 397601 | COM |
| ISHARES TR | 580 | 397270 | CORE S&P500 ETF |
| GUGGENHEIM STRATEGIC OPPORTU | 27749 | 357407 | COM SBI |
| PIMCO HIGH INCOME FD | 72543 | 352559 | COM SHS |
| VISA INC | 908 | 318533 | COM CL A |
| INVESCO QQQ TR | 487 | 299182 | UNIT SER 1 |
| META PLATFORMS INC | 444 | 293080 | CL A |
| COCA COLA CO | 4125 | 288385 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 22126 | 278345 | COM SH BEN INT |
| PEPSICO INC | 1921 | 275758 | COM |
| PROGRESSIVE CORP | 1210 | 275541 | COM |
| ALPHABET INC | 857 | 268241 | CAP STK CL A |
| COSTCO WHSL CORP NEW | 298 | 256982 | COM |
| DISNEY WALT CO | 2120 | 241190 | COM |
| TIMKEN CO | 2582 | 217224 | COM |
| ORACLE CORP | 1110 | 216350 | COM |
| NVIDIA CORPORATION | 1146 | 213729 | COM |
| YUM BRANDS INC | 1392 | 210582 | COM |
| CONSOLIDATED EDISON INC | 2098 | 208373 | COM |
| TJX COS INC NEW | 1344 | 206452 | COM |
| NEXTERA ENERGY INC | 2557 | 205245 | COM |
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