Presper Financial Architects, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 86.9%; sector active share 79.1% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 92.0% | $176,374,550 |
| Technology | 3.5% | $6,681,385 |
| Financial Services | 1.7% | $3,335,756 |
| Consumer Defensive | 0.8% | $1,525,302 |
| Communication Services | 0.6% | $1,128,511 |
| Utilities | 0.4% | $746,788 |
| Energy | 0.4% | $696,178 |
| Healthcare | 0.3% | $495,495 |
| Consumer Cyclical | 0.2% | $463,291 |
| Industrials | 0.1% | $220,450 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +69,246 | 92,027 | $11,426,992 | |
| FBND | Fidelity Total Bond ETF | +4,253 | 619,230 | $28,168,772 | |
| EFA | iShares MSCI EAFE ETF | +2,262 | 140,351 | $14,579,661 | |
| — | +259 | 9,041 | $828,517 | ||
| CGMM | Capital Group U.S. Small and Mid Cap ETF | +257 | 641,960 | $21,165,421 | |
| CGNG | Capital Group New Geography Equity ETF | +202 | 473,897 | $17,752,181 | |
| IJR | iShares Core S&P Small-Cap ETF | +198 | 38,557 | $5,718,388 | |
| PG | PROCTER & GAMBLE Co | +96 | 4,225 | $619,554 | |
| NVDA | Nvidia Corp | +83 | 1,328 | $265,719 | |
| TJX | Tjx Companies Inc | +79 | 1,566 | $237,249 | |
| KO | Coca Cola Co | +41 | 4,215 | $342,553 | |
| BRK-B | Berkshire Hathaway Inc | +33 | 924 | $462,360 | |
| 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 | +10 | 324 | $303,092 | |
| NEE | Nextera Energy Inc | +4 | 2,564 | $225,042 | |
| PGR | Progressive Corp | +3 | 1,235 | $269,785 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | −9,972 | 4,578 | $453,130 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −4,528 | 166,401 | $31,702,718 | |
| — | −1,937 | 6,717 | $1,255,152 | ||
| 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 | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | −580 | 9,166 | $376,722 | |
| FSMD | Fidelity Small-Mid Multifactor ETF | −375 | 246,489 | $13,026,943 | |
| AAPL | Apple Inc. | −364 | 9,458 | $2,736,766 | |
| VOO | VANGUARD 500 INDEX FUND | −300 | 3,217 | $2,209,467 | |
| IJH | iShares Core S&P Mid-Cap ETF | −213 | 20,073 | $1,547,829 | |
| V | Visa Inc. | −180 | 738 | $253,200 | |
| META | Meta Platforms, Inc. | −108 | 388 | $218,556 | |
| JPM | Jpmorgan Chase & Co | −100 | 1,551 | $507,688 | |
| MAGS | Roundhill Magnificent Seven ETF | −66 | 340,161 | $21,872,352 | |
| 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 | |
| IVV | iShares Core S&P 500 ETF | −1 | 606 | $453,827 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 301 | $347,441 | |
| INTC | Intel Corp | 2,433 | $339,719 | |
| AMAT | Applied Materials Inc | 345 | $249,435 | |
| APH | Amphenol Corp | 1,256 | $221,457 | |
| 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 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 166,401 | $31,702,718 | 16.54% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 619,230 | $28,168,772 | 14.70% | |
| MAGS |
Roundhill Magnificent Seven ETF
|
Reduced | 340,161 | $21,872,352 | 11.41% | |
| CGMM |
Capital Group U.S. Small and Mid Cap ETF
|
Added | 641,960 | $21,165,421 | 11.04% | |
| CGNG |
Capital Group New Geography Equity ETF
|
Added | 473,897 | $17,752,181 | 9.26% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 140,351 | $14,579,661 | 7.61% | |
| FSMD |
Fidelity Small-Mid Multifactor ETF
|
Reduced | 246,489 | $13,026,943 | 6.80% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 92,027 | $11,426,992 | 5.96% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 38,557 | $5,718,388 | 2.98% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,458 | $2,736,766 | 1.43% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 3,217 | $2,209,467 | 1.15% | |
| VIOO |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
Held | 13,730 | $1,888,424 | 0.99% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 20,073 | $1,547,829 | 0.81% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 5,166 | $1,452,730 | 0.76% | |
|
|
Reduced | 6,717 | $1,255,152 | 0.65% | ||
| HBAN |
Huntington Bancshares Inc
Financial Services
|
Held | 48,406 | $858,238 | 0.45% | |
|
|
Added | 9,041 | $828,517 | 0.43% | ||
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 1 | $748,850 | 0.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,092 | $696,178 | 0.36% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,704 | $635,626 | 0.33% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Held | 7,148 | $628,166 | 0.33% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,225 | $619,554 | 0.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,551 | $507,688 | 0.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,951 | $495,495 | 0.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 924 | $462,360 | 0.24% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 606 | $453,827 | 0.24% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 4,578 | $453,130 | 0.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 572 | $421,220 | 0.22% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
Reduced | 9,064 | $383,679 | 0.20% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 18,459 | $382,101 | 0.20% | |
| TCAF |
T. Rowe Price Capital Appreciation Equity ETF
|
Reduced | 9,166 | $376,722 | 0.20% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 301 | $347,441 | 0.18% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,215 | $342,553 | 0.18% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,433 | $339,719 | 0.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 905 | $323,419 | 0.17% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 324 | $303,092 | 0.16% | |
| XAR |
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
|
Held | 1,062 | $301,384 | 0.16% | |
| FE |
Firstenergy Corp
Utilities
|
Held | 5,967 | $283,671 | 0.15% | |
| PGR |
Progressive Corp
Financial Services
|
Added | 1,235 | $269,785 | 0.14% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,328 | $265,719 | 0.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,921 | $260,103 | 0.14% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 738 | $253,200 | 0.13% | |
| AMAT |
Applied Materials Inc
Technology
|
NEW | 345 | $249,435 | 0.13% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 2,152 | $238,075 | 0.12% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 1,566 | $237,249 | 0.12% | |
| ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Financial Services
|
Held | 10,010 | $235,635 | 0.12% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 1,414 | $226,042 | 0.12% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,564 | $225,042 | 0.12% | |
| APH |
Amphenol Corp
Technology
|
NEW | 1,256 | $221,457 | 0.12% | |
| TKR |
Timken Co
Industrials
|
NEW | 1,517 | $220,450 | 0.12% |
Showing the top 50 of 55 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.