CIK 2066674
Presper Financial Architects, LLC
Institutional 13F holdings & portfolio
Holdings
54
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 54
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 578K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 168K | $1M+ | SH |
| KCE | SPDR SERIES TRUST | 142K | $1M+ | SH |
| IJH | ISHARES TR | 308K | $1M+ | SH |
| EFA | ISHARES TR | 167K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 80K | $1M+ | SH |
| IJR | ISHARES TR | 106K | $1M+ | SH |
| IWF | ISHARES TR | 22K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 71K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 14K | $1M+ | SH |
| AGG | ISHARES TR | 15K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 45K | $1M+ | SH |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 43K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 23K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 48K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 24K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 9K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 8K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 68K | $500K+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 46K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 958 | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 18K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 9K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 580 | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 28K | $100K–$500K | SH |
| PHK | PIMCO HIGH INCOME FD | 73K | $100K–$500K | SH |
| V | VISA INC | 908 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 487 | $100K–$500K | SH |
| META | META PLATFORMS INC | 444 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 22K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 857 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 298 | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH |