account_balance

Investment manager · 13F filer · SEC CIK 2066674

Presper Financial Architects, LLC

Reported value$179Mas of Sep 30, 2026
Positions57 8 new, 6 sold out
Top 10 weight85.7%XLK alone is 18%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
XLK Select Sector SPDR Tr 18.0% Held
FBND Fidelity Merrimack STR Tr 15.3% Added +2%
CGMM Capital Group Equity ETF Tr 11.1% Held
CGNG Capital Group New Geography 9.7% Held
EFA iShares Tr 8.4% Added +3%
MAGS Listed FDS Tr 7.1% Trimmed −48%
IWF iShares Tr 6.6% Added +3%
FSMD Fidelity Covington Trust 5.2% Trimmed −23%
AAPL Apple Inc. 2.1% Added +22%
IJR iShares Tr 2.1% Trimmed −28%
VOO Vanguard Index FDS 1.3% Held
VIOO Vanguard Admiral FDS Inc 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • MAGS −48%
  • IJR −28%
  • FSMD −23%
  • AGG −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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