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CIK: 0002066674
Total reported value
$191.7M
$191.7M
54 檔
56.6%
During the Q4 2025 filing period, Presper Financial Architects, LLC (CIK: 0002066674) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $191.7M across 54 reported positions.
In Q4 2025, Presper Financial Architects, LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 15.06% | -1.97% | +0.46% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 13.70% | +3.04% | +101.52% | |
| 3 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 12.01% | — | +2.77% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.51% | — | +1.77% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 9.09% | -0.36% | +1.63% | |
| 6 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 7.83% | -0.23% | +2.43% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.20% | +0.15% | +1.98% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.96% | +0.19% | +0.80% | |
| 9 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.76% | +0.24% | +6.40% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.50% | -0.05% | -8.90% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.10% | — | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | +0.17% | |
| 13 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.86% | +0.05% | +0.01% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | -0.62% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.18% | -4.88% | |
| 16 | ETG | Eaton Vance T/a Gl Dvd Incm | Stock-Other | 0.59% | — | +2.46% | |
| 17 | HTD | John Hancock Tax Adv Dvd Inc | Stock-Other | 0.57% | — | +57.56% | |
| 18 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.50% | -0.01% | -5.63% | |
| 19 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.47% | — | — | |
| 20 | CGGO | Cap Group Global Growth | ETF-Other | 0.47% | — | -5.75% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.05% | +0.72% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.04% | — | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | +0.51% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.15% | +1.61% | |
| 25 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.34% | — | -18.55% | |
| 26 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.33% | — | -18.45% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.03% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.03% | +2.03% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | +0.95% | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.27% | -0.14% | -19.40% | |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.26% | — | -1.84% | |
| 32 | FE | Firstenergy CORP | Stock-Utilities | 0.23% | -0.03% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.02% | +0.58% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | -1.36% | |
| 35 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.20% | — | -42.52% | |
| 36 | PHK | Pimco High Income Fund | Stock-Other | 0.20% | — | -36.39% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | -0.03% | +2.48% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | +3.18% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.06% | +12.69% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +0.95% | |
| 41 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.16% | — | -11.38% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.16% | -0.01% | +1.94% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.03% | +2.05% | |
| 46 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.14% | — | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.01% | — | |
| 48 | TKR | Timken Co | Stock-Industrials | 0.12% | +0.12% | NEW | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | -0.89% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.01% | -5.45% |
According to official SEC Form 13F filings, Presper Financial Architects, LLC reported a total U.S. public equity portfolio value of $191.7M across 54 disclosed positions in Q4 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 56.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AGG
市值: $1.5M
Top Position Liquidated / Trimmed
VZ
前期市值: $239.8K
During Q4 2025, Presper Financial Architects, LLC's top holdings by market value included FBND (15.1%)、XLK (13.7%)、KCE (12.0%). The largest single position, FBND, represented 15.1% of total portfolio value.
In Q4 2025, Presper Financial Architects, LLC made 44 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 2 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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