Presper Financial Architects, LLC
CIK
2066674
Location
AKRON, OH
Portfolio Value
Micro
$34,670,901
Diversification
Highly concentrated
Filing Date
Global Rank
#7,352
/ 8,517
▲ 483
Top Industry
Consumer Electronics
18.2%
3Y Alpha vs SPY
-12.5%
Period ended 46 days ago
Filed Aug 11, 2026 · 4d
5 quarters · since Jun 2025
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+7.8%
SPY
+20.4%
Annualised alpha
-12.6%
Max drawdown
−8.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
51.2%
+2.1 pts
Top 5
69.3%
+1.3 pts
Top 10
78.7%
−1.0 pts
HHI
2,757
Highly concentrated+194
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 56.5% | $19,599,202 |
| Technology | 18.6% | $6,459,928 |
| Financial Services | 9.6% | $3,335,756 |
| Consumer Defensive | 4.4% | $1,525,302 |
| Communication Services | 3.3% | $1,128,511 |
| Utilities | 2.2% | $746,788 |
| Energy | 2.0% | $696,178 |
| Healthcare | 1.4% | $495,495 |
| Consumer Cyclical | 1.3% | $463,291 |
| Industrials | 0.6% | $220,450 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | +259 | 9,041 | $828,517 | |
| CGNG | Capital Group New Geography Equity ETF | +202 | 473,897 | $17,752,181 | |
| PG | PROCTER & GAMBLE Co | +96 | 4,225 | $619,554 | |
| NVDA | Nvidia Corp | +83 | 1,328 | $265,719 | |
| TJX | Tjx Companies Inc /De/ | +79 | 1,566 | $237,249 | |
| KO | Coca Cola Co | +41 | 4,215 | $342,553 | |
| BRK-B | Berkshire Hathaway Inc | +33 | 925 | $1,211,210 | |
| GOOGL | Alphabet Inc. | +33 | 905 | $323,419 | |
| YUM | Yum Brands Inc | +22 | 1,414 | $226,042 | |
| JNJ | Johnson & Johnson | +12 | 1,951 | $495,495 | |
| COST | Costco Wholesale Corp /New | +10 | 324 | $303,092 | |
| NEE | Nextera Energy Inc | +4 | 2,564 | $225,042 | |
| PGR | Progressive Corp/Oh/ | +3 | 1,235 | $269,785 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −1,053 | 18,459 | $382,101 | |
| CGGO | Capital Group Global Growth Equity ETF | −802 | 9,064 | $383,679 | |
| MSFT | Microsoft Corp | −623 | 1,704 | $635,626 | |
| AAPL | Apple Inc. | −364 | 9,458 | $2,736,766 | |
| V | Visa Inc. | −180 | 738 | $253,200 | |
| META | Meta Platforms, Inc. | −108 | 388 | $218,556 | |
| JPM | Jpmorgan Chase & Co | −100 | 1,551 | $507,688 | |
| IBM | International Business Machines Corp | −10 | 5,166 | $1,452,730 | |
| XOM | ExxonMobil Holdings Corp | −9 | 5,092 | $696,178 | |
| QQQ | Invesco Qqq Trust, Series 1 | −6 | 572 | $421,220 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 301 | $347,441 | |
| INTC | Intel Corp | 2,433 | $339,719 | |
| AMAT | Applied Materials Inc /De | 345 | $249,435 | |
| TKR | Timken Co | 1,517 | $220,450 | |
| SNDK | Sandisk Corp | 96 | $218,278 | |
| KLAC | Kla Corp | 710 | $214,214 | |
| CGXU | Capital Group International Focus Equity ETF | 6,170 | $213,605 | |
| APH | Amphenol Corp /De/ | 1,256 | $0 | |
| No positions match the current search. | ||||
37 tracked positions ·
$34,670,901 total
· filing declares
55 positions · $191,667,952
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGNG |
Capital Group New Geography Equity ETF
|
Added | 473,897 | $17,752,181 | 51.20% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,458 | $2,736,766 | 7.89% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 5,166 | $1,452,730 | 4.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 925 | $1,211,210 | 3.49% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Held | 48,406 | $858,238 | 2.48% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Added | 9,041 | $828,517 | 2.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,092 | $696,178 | 2.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,704 | $635,626 | 1.83% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,225 | $619,554 | 1.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,551 | $507,688 | 1.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,951 | $495,495 | 1.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 572 | $421,220 | 1.21% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
Reduced | 9,064 | $383,679 | 1.11% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 18,459 | $382,101 | 1.10% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 301 | $347,441 | 1.00% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,215 | $342,553 | 0.99% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,433 | $339,719 | 0.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 905 | $323,419 | 0.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 324 | $303,092 | 0.87% | |
| FE |
Firstenergy Corp
Utilities
|
Held | 5,967 | $283,671 | 0.82% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 1,235 | $269,785 | 0.78% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,328 | $265,719 | 0.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,921 | $260,103 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 738 | $253,200 | 0.73% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 345 | $249,435 | 0.72% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 2,152 | $238,075 | 0.69% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,566 | $237,249 | 0.68% | |
| ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Financial Services
|
Held | 10,010 | $235,635 | 0.68% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 1,414 | $226,042 | 0.65% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,564 | $225,042 | 0.65% | |
| TKR |
Timken Co
Industrials
|
NEW | 1,517 | $220,450 | 0.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 388 | $218,556 | 0.63% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 96 | $218,278 | 0.63% | |
| KLAC |
Kla Corp
Technology
|
NEW | 710 | $214,214 | 0.62% | |
| CGXU |
Capital Group International Focus Equity ETF
|
NEW | 6,170 | $213,605 | 0.62% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,124 | $204,435 | 0.59% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 1,256 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.