Presper Financial Architects, LLC Portfolio Holdings

Presper Financial Architects, LLC

  • $171 Million
  • Q3 2025

Presper Financial Architects, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $26.6M, Technology Sector Spdr with a value of $23.5M, Spdr S&P Capital Markets ETF with a value of $21.1M, Ishares Core S&P Mid Cap ETF with a value of $19.8M, and Ishares Tr Msci Eafe ETF with a value of $15.4M.

Examining the 13F form we can see an increase of $37.1M in the current position value, from $134M to 171M.

Presper Financial Architects, LLC is based out at Akron, OH

Below you can find more details about Presper Financial Architects, LLC portfolio as well as his latest detailed transactions.

Portfolio value $171 Million
ETFs: $153 Million
Financial Services: $8.03 Million
Technology: $5.93 Million
Communication Services: $1.44 Million
Consumer Defensive: $1.37 Million
Utilities: $846,000
Energy: $565,000
Healthcare: $354,000
Other: $207,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Million 15.53% of portfolio
575,728
Q3 2025 New
$0
$23.5 Million 13.73% of portfolio
83,510
Q3 2025 Added 25.31%
$0
$21.1 Million 12.29% of portfolio
137,840
Q3 2025 New
$0
$19.8 Million 11.54% of portfolio
303,033
Q3 2025 Reduced 11.58%
$0
$15.4 Million 8.97% of portfolio
164,672
Q3 2025 Added 28.55%
$0
$13.3 Million 7.75% of portfolio
77,639
Q3 2025 Reduced 56.56%
$0
$12.4 Million 7.21% of portfolio
103,961
Q3 2025 Reduced 3.18%
$0
$10.3 Million 6.04% of portfolio
22,088
Q3 2025 Reduced 7.56%
$0
$2.92 Million 1.71% of portfolio
66,424
Q3 2025 New
$4.3T
$2.73 Million 1.59% of portfolio
10,714
Q3 2025 Reduced 14.6%
$0
$2.23 Million 1.3% of portfolio
3,635
Q2 2025 New
$0
$1.52 Million 0.88% of portfolio
13,729
Q2 2025 New
$266B
$1.45 Million 0.85% of portfolio
5,155
Q3 2025 Added 1.7%
$3.78T
$1.21 Million 0.71% of portfolio
2,335
Q3 2025 Added 3.23%
$0
$926,000 0.54% of portfolio
43,827
Q3 2025 Reduced 5.56%
$0
$860,000 0.5% of portfolio
25,195
Q3 2025 Reduced 83.21%
$0
$808,000 0.47% of portfolio
55,964
Q3 2025 Added 1.15%
$0
$797,000 0.46% of portfolio
8,693
Q3 2025 Reduced 17.3%
$0
$790,000 0.46% of portfolio
83,187
Q3 2025 Added 1.35%
$453B
$754,000 0.44% of portfolio
1
Q2 2025 New
$0
$723,000 0.42% of portfolio
48,278
Q3 2025 Reduced 4.49%
$0
$670,000 0.39% of portfolio
27,026
Q3 2025 Reduced 1.99%
$181B
$672,000 0.39% of portfolio
23,823
Q3 2025 Reduced 6.57%
$0
$603,000 0.35% of portfolio
7,707
Q2 2025 New
$346B
$558,000 0.33% of portfolio
3,638
Q3 2025 Added 1.14%
$881B
$567,000 0.33% of portfolio
1,800
Q3 2025 Reduced 10.94%
$490B
$565,000 0.33% of portfolio
5,019
Q3 2025 Added 10.38%
$0
$569,000 0.33% of portfolio
114,037
Q3 2025 Added 1.5%
$662B
$477,000 0.28% of portfolio
949
Q3 2025 Added 11.12%
$0
$459,000 0.27% of portfolio
18,436
Q3 2025 Reduced 0.44%
$26.3B
$421,000 0.25% of portfolio
9,193
Q2 2025 New
$0
$393,000 0.23% of portfolio
588
Q3 2025 Reduced 7.4%
$522B
$354,000 0.21% of portfolio
1,910
Q3 2025 Added 4.95%
$533B
$302,000 0.18% of portfolio
886
Q3 2025 Added 21.87%
$0
$313,000 0.18% of portfolio
24,966
Q2 2025 New
$593B
$314,000 0.18% of portfolio
1,120
Q3 2025 New
$132B
$293,000 0.17% of portfolio
1,187
Q3 2025 Reduced 0.59%
$0
$283,000 0.17% of portfolio
472
Q2 2025 New
$1.37T
$289,000 0.17% of portfolio
394
Q3 2025 Added 17.26%
$204B
$269,000 0.16% of portfolio
1,921
Q2 2025 New
$404B
$270,000 0.16% of portfolio
292
Q3 2025 Added 10.19%
$306B
$270,000 0.16% of portfolio
4,086
Q3 2025 Added 3.47%
$0
$249,000 0.15% of portfolio
1,062
Q2 2025 New
$193B
$242,000 0.14% of portfolio
2,120
Q3 2025 Added 0.14%
$172B
$239,000 0.14% of portfolio
5,456
Q2 2025 New
$98.6B
$215,000 0.13% of portfolio
2,277
Q3 2025 Added 4.59%
$465B
$226,000 0.13% of portfolio
1,212
Q3 2025 New
$36B
$210,000 0.12% of portfolio
2,098
Q3 2025 Added 0.19%
$42.4B
$207,000 0.12% of portfolio
1,363
Q3 2025 Added 1.19%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $171 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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