Presper Financial Architects, LLC

Est. AUM

$168.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$28.1M	614977	16.67%	SOLE
2	SELECT SECTOR SPDR TR	STATE STREET TEC	$22.7M	170929	13.50%	SOLE
3	LISTED FDS TR	ROUNDHILL MAGNIF	$19.7M	340227	11.71%	SOLE
4	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$18.8M	641703	11.20%	SOLE
5	CAPITAL GROUP NEW GEOGRAPHY	SHS	$15.0M	473695	8.89%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$13.4M	138089	7.97%	SOLE
7	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$11.0M	246864	6.56%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$9.7M	22781	5.77%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$4.8M	38359	2.83%	SOLE
10	APPLE INC	COM	$2.5M	9822	1.48%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3517	1.25%	SOLE
12	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.6M	13730	0.94%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	8654	0.88%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$1.4M	14550	0.86%	SOLE
15	ISHARES TR	CORE S&P MCP ETF	$1.4M	20286	0.81%	SOLE
16	INTERNATIONAL BUSINESS MACHS	COM	$1.3M	5176	0.75%	SOLE
17	EXXON MOBIL CORP	COM	$865K	5101	0.51%	SOLE
18	MICROSOFT CORP	COM	$861K	2327	0.51%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$804K	8782	0.48%	SOLE
20	HUNTINGTON BANCSHARES INC	COM	$757K	48406	0.45%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.43%	SOLE
22	PROCTER & GAMBLE CO	COM	$596K	4129	0.35%	SOLE
23	AT&T INC	COM	$565K	19512	0.34%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$547K	7148	0.33%	SOLE
25	JPMORGAN CHASE & CO	COM	$485K	1651	0.29%	SOLE
26	JOHNSON & JOHNSON	COM	$474K	1939	0.28%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$426K	891	0.25%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$396K	607	0.24%	SOLE
29	T ROWE PRICE ETF INC	CAP APPRECIATION	$346K	9746	0.21%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$333K	578	0.20%	SOLE
31	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$329K	9866	0.20%	SOLE
32	COCA COLA CO	COM	$317K	4174	0.19%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$312K	314	0.19%	SOLE
34	FIRSTENERGY CORP	COM	$302K	5967	0.18%	SOLE
35	PEPSICO INC	COM	$298K	1921	0.18%	SOLE
36	META PLATFORMS INC	CL A	$283K	496	0.17%	SOLE
37	VISA INC	COM CL A	$277K	918	0.16%	SOLE
38	VERIZON COMMUNICATIONS INC	COM	$275K	5494	0.16%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$269K	1062	0.16%	SOLE
40	ALPHABET INC	CAP STK CL A	$250K	872	0.15%	SOLE
41	PROGRESSIVE CORP	COM	$244K	1232	0.15%	SOLE
42	CONSOLIDATED EDISON INC	COM	$243K	2152	0.14%	SOLE
43	TJX COS INC NEW	COM	$237K	1487	0.14%	SOLE
44	NEXTERA ENERGY INC	COM	$237K	2560	0.14%	SOLE
45	SOUTHERN CO	COM	$217K	2252	0.13%	SOLE
46	NVIDIA CORPORATION	COM	$217K	1245	0.13%	SOLE
47	SPDR GOLD TR	GOLD SHS	$216K	502	0.13%	SOLE
48	YUM BRANDS INC	COM	$216K	1392	0.13%	SOLE
49	DISNEY WALT CO	COM	$204K	2124	0.12%	SOLE
50	EATON VANCE TX ADV GLBL DIV	COM	$201K	10010	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.