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CIK: 0002066674
Total reported value
$191.7M
$191.7M
51 檔
55.5%
According to the latest 13F quarterly dataset, Presper Financial Architects, LLC managed an equity portfolio of $191.7M at the end of Q3 2025, spanning 51 distinct U.S. exchange-listed positions.
During Q3 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 | FBND | Fidelity Total Bond ETF | ETF-Other | 15.44% | -1.97% | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 13.66% | +3.04% | +25.31% | |
| 3 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 12.22% | — | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.47% | — | -11.58% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.92% | -0.36% | +28.55% | |
| 6 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 7.71% | -0.23% | -56.56% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.17% | +0.15% | -3.18% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.00% | +0.19% | -7.56% | |
| 9 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.70% | +0.24% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.05% | -14.60% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.10% | — | |
| 12 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.88% | +0.05% | — | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.01% | +1.70% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.18% | +3.23% | |
| 15 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.54% | -0.01% | -82.44% | |
| 16 | ETG | Eaton Vance T/a Gl Dvd Incm | Stock-Other | 0.54% | — | -5.56% | |
| 17 | CGGO | Cap Group Global Growth | ETF-Other | 0.50% | — | -83.21% | |
| 18 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.48% | — | — | |
| 19 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.47% | — | +1.16% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | -0.05% | -17.30% | |
| 21 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.46% | — | +1.35% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.04% | — | |
| 23 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.42% | — | -4.49% | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.39% | -0.14% | -6.57% | |
| 25 | HTD | John Hancock Tax Adv Dvd Inc | Stock-Other | 0.39% | — | -1.99% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | — | |
| 27 | PHK | Pimco High Income Fund | Stock-Other | 0.33% | — | +1.50% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.03% | -10.94% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.15% | +10.38% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.03% | +1.14% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.01% | +11.12% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.27% | — | -0.44% | |
| 33 | FE | Firstenergy CORP | Stock-Utilities | 0.24% | -0.03% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | -7.40% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.02% | +4.95% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.18% | — | — | |
| 37 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.18% | — | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | -0.03% | +21.87% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.17% | -0.01% | -0.59% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.06% | +17.26% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.02% | — | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +3.47% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.03% | +10.19% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 45 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.14% | — | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.01% | +0.14% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | -0.16% | EXIT | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | — | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.13% | -0.13% | EXIT | |
| 50 | ED | Consolidated Edison Inc | Stock-Utilities | 0.12% | -0.02% | +0.19% |
According to official SEC Form 13F filings, Presper Financial Architects, LLC reported a total U.S. public equity portfolio value of $191.7M across 51 disclosed positions in Q3 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 FBND, XLK, KCE) accounted for 55.5% of total reported equity market value during Q3 2025.
During Q3 2025, Presper Financial Architects, LLC's top holdings by market value included FBND (15.4%)、XLK (13.7%)、KCE (12.2%). The largest single position, FBND, represented 15.4% of total portfolio value.
In Q3 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.
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