Presper Financial Architects, LLC 13F Holdings · Q2 2026
Presper Financial Architects, LLC reported 55 securities worth $191.67M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XLK (16.54%), FBND (14.70%), MAGS (11.41%). Among its top 25 positions this quarter: 9 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $31.7M | 16.54% | 166,401 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $28.2M | 14.70% | 619,230 | Added |
| 3 | MAGS | LISTED FDS TR | $21.9M | 11.41% | 340,161 | Trimmed |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | $21.2M | 11.04% | 641,960 | Added |
| 5 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $17.8M | 9.26% | 473,897 | Added |
| 6 | EFA | ISHARES TR | $14.6M | 7.61% | 140,351 | Added |
| 7 | FSMD | FIDELITY COVINGTON TRUST | $13.0M | 6.80% | 246,489 | Trimmed |
| 8 | IWF | ISHARES TR | $11.4M | 5.96% | 92,027 | Added |
| 9 | IJR | ISHARES TR | $5.7M | 2.98% | 38,557 | Added |
| 10 | AAPL | APPLE INC | $2.7M | 1.43% | 9,458 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $2.2M | 1.15% | 3,217 | Trimmed |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | $1.9M | 0.99% | 13,730 | Hold |
| 13 | IJH | ISHARES TR | $1.5M | 0.81% | 20,073 | Trimmed |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $1.5M | 0.76% | 5,166 | Trimmed |
| 15 | QUS | SPDR SERIES TRUST | $1.3M | 0.65% | 6,717 | Trimmed |
| 16 | HBAN | HUNTINGTON BANCSHARES INC | $858,231 | 0.45% | 48,406 | Hold |
| 17 | BIL | SPDR SERIES TRUST | $828,547 | 0.43% | 9,041 | Added |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.39% | 1 | Hold |
| 19 | XOM | EXXON MOBIL CORP | $696,232 | 0.36% | 5,092 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $635,485 | 0.33% | 1,704 | Trimmed |
| 21 | SPYM | SPDR SERIES TRUST | $628,166 | 0.33% | 7,148 | Hold |
| 22 | PG | PROCTER & GAMBLE CO | $619,508 | 0.32% | 4,225 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $495,557 | 0.26% | 1,951 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $507,689 | 0.26% | 1,551 | Trimmed |
| 25 | AGG | ISHARES TR | $453,130 | 0.24% | 4,578 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR