Presper Financial Architects, LLC Portfolio Holdings

Presper Financial Architects, LLC

  • $134 Million
  • Q2 2025

Presper Financial Architects, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Msci Usa Strategic with a value of $29.1M, Ishares Core S&P Mid Cap ETF with a value of $21.3M, Technology Sector Spdr with a value of $16.9M, Ishares Core S&P Sm Cap ETF with a value of $11.7M, and Ishares Tr Msci Eafe ETF with a value of $11.5M.

Examining the 13F form we can see an increase of $134M in the current position value.

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 $134 Million
ETFs: $112 Million
Financial Services: $7.9 Million
Technology: $5.19 Million
Communication Services: $1.49 Million
Consumer Defensive: $1.37 Million
Utilities: $780,000
Energy: $490,000
Healthcare: $278,000
Other: $200,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $134 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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