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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.1 Million 21.69% of portfolio
178,719
Q2 2025 New
$0
$21.3 Million 15.82% of portfolio
342,735
Q2 2025 New
$0
$16.9 Million 12.56% of portfolio
66,645
Q2 2025 New
$0
$11.7 Million 8.73% of portfolio
107,379
Q2 2025 New
$0
$11.5 Million 8.52% of portfolio
128,104
Q2 2025 New
$0
$10.1 Million 7.55% of portfolio
23,895
Q2 2025 New
T Rowe Price ETF Inc
-
$4.95 Million 3.68% of portfolio
-
Q2 2025 New
$0
$4.8 Million 3.57% of portfolio
150,026
Q2 2025 New
$3.38T
$2.57 Million 1.92% of portfolio
12,545
Q2 2025 New
$0
$2.07 Million 1.54% of portfolio
3,635
Q2 2025 New
$253B
$1.49 Million 1.11% of portfolio
5,069
Q2 2025 New
$0
$1.39 Million 1.03% of portfolio
13,729
Q2 2025 New
$3.81T
$1.13 Million 0.84% of portfolio
2,262
Q2 2025 New
$0
$972,000 0.72% of portfolio
46,406
Q2 2025 New
$0
$964,000 0.72% of portfolio
10,512
Q2 2025 New
$0
$800,000 0.6% of portfolio
82,079
Q2 2025 New
$0
$770,000 0.57% of portfolio
55,325
Q2 2025 New
$0
$753,000 0.56% of portfolio
50,550
Q2 2025 New
$192B
$738,000 0.55% of portfolio
25,499
Q2 2025 New
$426B
$729,000 0.54% of portfolio
1
Q2 2025 New
$0
$645,000 0.48% of portfolio
27,574
Q2 2025 New
$850B
$586,000 0.44% of portfolio
2,021
Q2 2025 New
$369B
$573,000 0.43% of portfolio
3,597
Q2 2025 New
$0
$560,000 0.42% of portfolio
7,707
Q2 2025 New
$0
$539,000 0.4% of portfolio
112,347
Q2 2025 New
$465B
$490,000 0.36% of portfolio
4,547
Q2 2025 New
$0
$459,000 0.34% of portfolio
18,518
Q2 2025 New
$631B
$415,000 0.31% of portfolio
854
Q2 2025 New
$0
$394,000 0.29% of portfolio
635
Q2 2025 New
$23.2B
$370,000 0.28% of portfolio
9,193
Q2 2025 New
$145B
$319,000 0.24% of portfolio
1,194
Q2 2025 New
$0
$298,000 0.22% of portfolio
24,966
Q2 2025 New
$305B
$279,000 0.21% of portfolio
3,949
Q2 2025 New
$426B
$278,000 0.21% of portfolio
1,820
Q2 2025 New
$223B
$263,000 0.2% of portfolio
2,117
Q2 2025 New
$200B
$254,000 0.19% of portfolio
1,921
Q2 2025 New
$572B
$258,000 0.19% of portfolio
727
Q2 2025 New
$422B
$262,000 0.19% of portfolio
265
Q2 2025 New
$0
$260,000 0.19% of portfolio
472
Q2 2025 New
$1.62T
$248,000 0.18% of portfolio
336
Q2 2025 New
$172B
$236,000 0.18% of portfolio
5,456
Q2 2025 New
$0
$224,000 0.17% of portfolio
1,062
Q2 2025 New
$35.7B
$210,000 0.16% of portfolio
2,094
Q2 2025 New
$102B
$200,000 0.15% of portfolio
2,177
Q2 2025 New
$42.1B
$200,000 0.15% of portfolio
1,347
Q2 2025 New

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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