Presper Financial Architects, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Presper Financial Architects, LLC reported 46 stock positions worth $134.4 million. Its top holding was SS SPDR MSCI U Stratfact ETF (QUS) at 21.7% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 15.8%) and SS Technology Select Sector (XLK, 12.6%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0002066674
- Portfolio Value
- $134.4M (Q2 2025)
- SEC Filing
- 0002066674-25-000002 ↗ filed Jul 17, 2025
Holdings Value
Holdings 46 stocks · $134.4M
| QUS SS SPDR MSCI U Stratfact ETF | 21.69% | 178,719 | $29.1M | — |
| IJH iShares Core S&P Midcap ETF | 15.82% | 342,735 | $21.3M | — |
| XLK SS Technology Select Sector | 12.56% | 66,645 | $16.9M | — |
| IJR iShares Core S&P Small-Cap E | 8.73% | 107,379 | $11.7M | — |
| EFA iShares MSCI Eafe ETF | 8.52% | 128,104 | $11.5M | — |
| IWF iShares Russell 1000 Growth | 7.55% | 23,895 | $10.1M | — |
| TCAF T Rowe PRC Cap Appreciation | 3.68% | 140,321 | $5.0M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 3.57% | 150,026 | $4.8M | — |
| AAPL Apple Inc. | 1.92% | 12,545 | $2.6M | — |
| VOO Vanguard S&P 500 ETF | 1.54% | 3,635 | $2.1M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.11% | 5,069 | $1.5M | — |
| VIOO Vanguard S&P Small-Cap 600 E | 1.03% | 13,729 | $1.4M | — |
| MSFT Microsoft Corp. | 0.84% | 2,262 | $1.1M | — |
| ETG Eaton Vance T/A GL DVD Incm | 0.72% | 46,406 | $972K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.72% | 10,512 | $964K | — |
| HBAN Huntington Bancshares Inc. | 0.60% | 48,406 | $811K | — |
| HYT BlackRock Corp. Hi YLD | 0.60% | 82,079 | $800K | — |
| PTY PIMCO Corporate & Income Opp | 0.57% | 55,325 | $770K | — |
| GOF Guggenheim Strategic Opport | 0.56% | 50,550 | $753K | — |
| T AT&T Inc. | 0.55% | 25,499 | $738K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 1 | $729K | — |
| HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED | 0.48% | 27,574 | $645K | — |
| JPM JPMorgan Chase & Co. | 0.44% | 2,021 | $586K | — |
| PG The Procter & Gamble Co. | 0.43% | 3,597 | $573K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.42% | 7,707 | $560K | — |
| PHK PIMCO High Income Fund | 0.40% | 112,347 | $539K | — |
| XOM Exxon Mobil Corp. | 0.36% | 4,547 | $490K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.34% | 18,518 | $459K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 854 | $415K | — |
| IVV iShares Core S&P 500 ETF | 0.29% | 635 | $394K | — |
| FE Firstenergy Corp. | 0.28% | 9,193 | $370K | — |
| PGR Progressive Corp. | 0.24% | 1,194 | $319K | — |
| NZF Nuveen Municipal Credit Inc. | 0.22% | 24,966 | $298K | — |
| KO The Coca-Cola Co. | 0.21% | 3,949 | $279K | — |
| JNJ Johnson & Johnson | 0.21% | 1,820 | $278K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 2,117 | $263K | — |
| COST Costco Wholesale Corp. | 0.20% | 265 | $262K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 472 | $260K | — |
| V Visa Inc. Class A | 0.19% | 727 | $258K | — |
| PEP Pepsico Inc. | 0.19% | 1,921 | $254K | — |
| META Meta Platforms Inc. Class A | 0.18% | 336 | $248K | — |
| VZ Verizon Communications Inc. | 0.18% | 5,456 | $236K | — |
| XAR SS SPDR S&P Aerospace Def | 0.17% | 1,062 | $224K | — |
| ED Consolidated Edison Inc. | 0.16% | 2,094 | $210K | — |
| SO The Southern Co. | 0.15% | 2,177 | $200K | — |
| YUM Yum! Brands Inc. | 0.15% | 1,347 | $200K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.