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Presper Financial Architects, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2066674
Institutional-grade research for retail investors

Sector Allocation

  • Other92.0%$176.2M
  • Technology4.0%$7.6M
  • Financials1.6%$3.1M
  • Consumer Staples0.8%$1.5M
  • Utilities0.4%$746,795
  • Energy0.4%$696,232
  • Communication Services0.3%$586,536
  • Healthcare0.3%$495,557
  • Consumer Discretionary0.2%$463,291
  • Industrials0.1%$220,450

AUM History

13fpro.ai/research/fund/presper-financial-architects-llc-2066674

Conviction and streaks

Concentrating · top 10 = 87.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold16.5% weight · held 5 quarters$Conviction hold14.7% weight · held 4 quarters$Conviction hold7.6% weight · held 5 quarters$Conviction hold6.8% weight · held 4 quarters$Conviction hold6.0% weight · held 5 quartersPG$PGAccumulating+18% shares · 4 quarters runningJNJ$JNJAccumulating+7% shares · 4 quarters runningKO$KOAccumulating+7% shares · 4 quarters runningCOST$COSTAccumulating+22% shares · 4 quarters running$Accumulating+8% shares · 3 quarters running$Trimming-94% shares · 4 quarters runningBAH$BAHTrimming-94% shares · 4 quarters running$Trimming-12% shares · 2 quarters running$Trimming-94% shares · 2 quarters running$Trimming-92% shares · 2 quarters running

Largest positions — Q2 2026

  • SELECT
    $31.7M
  • FIDELITY
    $28.2M
  • LISTED
    $21.9M
  • CAPITAL
    $21.2M
  • CAPITAL
    $17.8M
  • ISHARES
    $14.6M
  • FIDELITY
    $13.0M
  • ISHARES
    $11.4M
  • ISHARES
    $5.7M
  • AAPLAAPL
    $2.7M
  • VANGUARD
    $2.2M
  • VANGUARD
    $1.9M
  • ISHARES
    $1.5M
  • IBMIBM
    $1.5M
  • SPDR
    $1.3M
  • HBANHBAN
    $858K
  • SPDR
    $829K
  • BRK.ABRK.A
    $749K
  • XOM.R34088XOM.R34088
    $696K
  • MSFTMSFT
    $635K

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/presper-financial-architects-llc-2066674

Presper Financial Architects, LLC 13F holdings — Q2 2026

$191.7M portfolio (+13.9% QoQ) · 55 holdings · Q2 2026 13F · top 10 are 88% of the stock portfolio

  • 1

    SELECT SECTOR SPDR TR - ST STR TECHN ETF

    $31.7M

    16.5% of stocks

    -3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    FIDELITY MERRIMACK STR TR - TOTAL BD ETF

    $28.2M

    14.7% of stocks

    +0.7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    LISTED FDS TR - ROUN MA SEVE ETF

    $21.9M

    11.4% of stocks

    -0.0%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF

    $21.2M

    11.0% of stocks

    +0.0%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    CAPITAL GROUP NEW GEOGRAPHY - SHS

    $17.8M

    9.3% of stocks

    +0.0%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    ISHARES TR - MSCI EAFE ETF

    $14.6M

    7.6% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    FIDELITY COVINGTON TRUST - SML MID MLTFCT

    $13.0M

    6.8% of stocks

    -0.2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    ISHARES TR - RUS 1000 GRW ETF

    $11.4M

    6.0% of stocks

    +304%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    ISHARES TR - CORE S&P SCP ETF

    $5.7M

    3.0% of stocks

    +0.5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10AAPL

    Apple Inc.

    $AAPL

    $2.7M

    1.4% of stocks

    -4%This quarter+12.8%Since filed5+ qtrsHeld
    AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial

All holdings — Presper Financial Architects, LLC (Q2 2026)

55 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$2.2M-9%
— VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDXetf/fund$1.9M—
— ISHARES TR - CORE S&P MCP ETFetf/fund$1.5M-1%
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.5M-0.2%
— SPDR SERIES TRUST - ST STR MSCI USAQetf/fund$1.3M-22%
HBAN$HBANHUNTINGTON BANCSHARES INC /MD/$858K—
— SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund$829K+3%
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$749K—
XOM.R34088$XOM.R34088EXXON MOBIL CORP$696K-0.2%
MSFT$MSFTMICROSOFT CORP$635K-27%
— SPDR SERIES TRUST - ST STR P500ETFetf/fund$628K—
PG$PGPROCTER & GAMBLE Co$620K+2%
JPM$JPMJPMORGAN CHASE & CO$508K-6%
JNJ$JNJJOHNSON & JOHNSON$496K+0.6%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$462K+4%

What changed in Q2 2026

Against the previous quarter's 13F: 8 new, 18 added to, 19 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

  • MU$MUMICRON TECHNOLOGY INC$347K

    first bought this quarter

  • INTC$INTCINTEL CORP$340K

    first bought this quarter

  • AMAT$AMATAPPLIED MATERIALS INC /DE$249K

    first bought this quarter

  • APH$APHAMPHENOL CORP /DE/$221K

    first bought this quarter

  • TKR$TKRTIMKEN CO$220K

    first bought this quarter

  • SNDK$SNDKSandisk Corp$218K

    first bought this quarter

+2 more in the Excel export

Added to (18)

  • ISHARES TR - RUS 1000 GRW ETF+304%

    now $11.4M

  • ISHARES TR - MSCI EAFE ETF+2%

    now $14.6M

  • FIDELITY MERRIMACK STR TR - TOTAL BD ETF+0.7%

    now $28.2M

  • ISHARES TR - CORE S&P SCP ETF+0.5%

    now $5.7M

  • SPDR SERIES TRUST - ST STR BLO 1 ETF+3%

    now $829K

  • NVDA$NVDANVIDIA CORP+7%

    now $266K · held 4 qtrs, 2 adds in a row

+12 more in the Excel export

Trimmed (19)

  • ISHARES TR - CORE US AGGBD ET-69%

    now $453K

  • SELECT SECTOR SPDR TR - ST STR TECHN ETF-3%

    now $31.7M

  • SPDR SERIES TRUST - ST STR MSCI USAQ-22%

    now $1.3M

  • MSFT$MSFTMICROSOFT CORP-27%

    now $635K · held 5+ qtrs

  • VANGUARD INDEX FDS - S&P 500 ETF SHS-9%

    now $2.2M

  • AAPL$AAPLApple Inc.-4%

    now $2.7M · held 5+ qtrs

+13 more in the Excel export

Sold out (3)

  • VZ$VZVERIZON COMMUNICATIONS INCwas $276K

    held 1 qtr

  • SO$SOSOUTHERN COwas $217K

    held 1 qtr

  • GLD$GLDSPDR GOLD TRUSTwas $216K

    held 1 qtr

Firm AUM (Form ADV): $362.6M as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F Presper Financial Architects, LLC has filed, 4 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Presper Financial Architects?

Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Presper Financial Architects's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+5.7%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 61% over the last 4

Top 10 weight

88%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

84%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Presper Financial Architects, LLC disclosed 55 positions worth $191.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 3 — including a new stake in $MU and a full exit from $VZ. The portfolio is most concentrated in Other (92.0% of disclosed assets). All figures are sourced directly from Presper Financial Architects, LLC’s Form 13F-HR filing with the SEC under CIK 2066674.

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AI-Powered Hedge Fund Analysis: Presper Financial Architects, LLC

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Every holding in Presper Financial Architects, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.