Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Presper Financial Architects, LLC (CIK 2066674) reported $168.3M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($28.1M, 16.67%), XLK ($22.7M, 13.50%), MAGS ($19.7M, 11.71%), CGMM ($18.8M, 11.20%), CGNG ($15.0M, 8.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $28.1M | 16.67% | 614,977 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $22.7M | 13.50% | 170,929 | Added |
| 3 | MAGS | LISTED FDS TR | $19.7M | 11.71% | 340,227 | New |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | $18.8M | 11.20% | 641,703 | New |
| 5 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $15.0M | 8.89% | 473,695 | New |
| 6 | EFA | ISHARES TR | $13.4M | 7.97% | 138,089 | Trimmed |
| 7 | FSMD | FIDELITY COVINGTON TRUST | $11.0M | 6.56% | 246,864 | Added |
| 8 | IWF | ISHARES TR | $9.7M | 5.77% | 22,781 | Added |
| 9 | IJR | ISHARES TR | $4.8M | 2.83% | 38,359 | Trimmed |
| 10 | AAPL | APPLE INC | $2.5M | 1.48% | 9,822 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $2.1M | 1.25% | 3,517 | Trimmed |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | $1.6M | 0.94% | 13,730 | Hold |
| 13 | QUS | SPDR SERIES TRUST | $1.5M | 0.88% | 8,654 | Trimmed |
| 14 | AGG | ISHARES TR | $1.4M | 0.86% | 14,550 | Trimmed |
| 15 | IJH | ISHARES TR | $1.4M | 0.81% | 20,286 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $1.3M | 0.75% | 5,176 | Added |
| 17 | XOM | EXXON MOBIL CORP | $865,446 | 0.51% | 5,101 | Added |
| 18 | MSFT | MICROSOFT CORP | $861,526 | 0.51% | 2,327 | Added |
| 19 | BIL | SPDR SERIES TRUST | $804,827 | 0.48% | 8,782 | Added |
| 20 | HBAN | HUNTINGTON BANCSHARES INC | $757,547 | 0.45% | 48,406 | Hold |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.43% | 1 | Hold |
| 22 | PG | PROCTER & GAMBLE CO | $596,364 | 0.35% | 4,129 | Added |
| 23 | T | AT&T INC | $565,654 | 0.34% | 19,512 | Added |
| 24 | SPLG | SPDR SERIES TRUST | $547,108 | 0.33% | 7,148 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $485,658 | 0.29% | 1,651 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31