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CIK: 0002066674
Total reported value
$191.7M
$191.7M
46 檔
47.2%
In Q2 2025, Presper Financial Architects, LLC's U.S. equity holdings reached a combined market value of $191.7M, distributed across 46 disclosed stock positions.
During Q2 2025, Presper Financial Architects, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 21.69% | -0.23% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 15.82% | — | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 12.56% | +3.04% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.73% | +0.15% | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.52% | -0.36% | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.55% | +0.19% | — | |
| 7 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 3.68% | -0.01% | — | |
| 8 | CGGO | Cap Group Global Growth | ETF-Other | 3.57% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.05% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.10% | — | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.11% | +0.01% | — | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.03% | +0.05% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.18% | — | |
| 14 | ETG | Eaton Vance T/a Gl Dvd Incm | Stock-Other | 0.72% | — | — | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.72% | -0.05% | — | |
| 16 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.60% | — | — | |
| 17 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.60% | — | — | |
| 18 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.57% | — | — | |
| 19 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.56% | — | — | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.55% | -0.14% | — | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.04% | — | |
| 22 | HTD | John Hancock Tax Adv Dvd Inc | Stock-Other | 0.48% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.03% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.03% | — | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | — | |
| 26 | PHK | Pimco High Income Fund | Stock-Other | 0.40% | — | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.15% | — | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.34% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.01% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 31 | FE | Firstenergy CORP | Stock-Utilities | 0.28% | -0.03% | — | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.24% | -0.01% | — | |
| 33 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.22% | — | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.02% | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | -0.01% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.03% | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.02% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | -0.03% | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.19% | -0.04% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.06% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.18% | -0.16% | EXIT | |
| 43 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.17% | — | — | |
| 44 | ED | Consolidated Edison Inc | Stock-Utilities | 0.16% | -0.02% | — | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.15% | -0.13% | EXIT | |
| 46 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, Presper Financial Architects, LLC reported a total U.S. public equity portfolio value of $191.7M across 46 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUS, IJH, XLK) accounted for 47.2% of total reported equity market value during Q2 2025.
During Q2 2025, Presper Financial Architects, LLC's top holdings by market value included QUS (21.7%)、IJH (15.8%)、XLK (12.6%). The largest single position, QUS, represented 21.7% of total portfolio value.
In Q2 2025, Presper Financial Architects, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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