Presper Financial Architects, LLC holds a concentrated book of 55 stocks worth $191.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Micron Technology Inc and trimmed SS Technology Select Sector. Their largest long position is SS Technology Select Sector at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Presper Financial Architects, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 58 / 55 | $452.6B |
| JPMORGAN CHASE & CO | 58 / 55 | $390.5B |
| ROYAL BANK OF CANADA | 58 / 55 | $133.2B |
| WELLS FARGO & COMPANY/MN | 58 / 55 | $129.9B |
| UBS Group AG | 58 / 55 | $114.8B |
| RAYMOND JAMES FINANCIAL INC | 58 / 55 | $93.4B |
| LPL Financial LLC | 58 / 55 | $71.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58 / 55 | $53.8B |
Ranked by how many of Presper Financial Architects, LLC's top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $31.7M | 166.4K | 16.5% | ▼−2.6% Reduced · −5K sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $28.2M | 619.2K | 14.7% | ▲+0.7% Added · +4K sh | |
| 3 | Listed FDS TR ROUN MA SEVE ETF | $21.9M | 340.2K | 11.4% | ▼~0% Reduced · −66 sh | |
| 4 | Capital Group Equity ETF TR US SM MI CA ETF | $21.2M | 642.0K | 11.0% | ▲~0% Added · +257 sh | |
| 5 | Capital Group New Geography SHS | $17.8M | 473.9K | 9.3% | ▲~0% Added · +202 sh | |
| 6 | Ishares TR MSCI EAFE ETF | $14.6M | 140.4K | 7.6% | ▲+1.6% Added · +2K sh | |
| 7 | Fidelity Covington Trust SML MID MLTFCT | $13.0M | 246.5K | 6.8% | ▼−0.1% Reduced · −375 sh | |
| 8 | Ishares TR RUS 1000 GRW ETF | $11.4M | 92.0K | 6.0% | ▲+304% Added · +69K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $5.7M | 38.6K | 3.0% | ▲+0.5% Added · +198 sh | |
| 10 | Apple Inc COM | $2.7M | 9.5K | 1.4% | ▼−3.7% Reduced · −364 sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $2.2M | 3.2K | 1.2% | ▼−8.5% Reduced · −300 sh | |
| 12 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $1.9M | 13.7K | 1.0% | —Held | |
| 13 | Ishares TR CORE S&P MCP ETF | $1.5M | 20.1K | 0.8% | ▼−1.0% Reduced · −213 sh | |
| 14 | International Business Machs COM | $1.5M | 5.2K | 0.8% | ▼−0.2% Reduced · −10 sh | |
| 15 | SPDR Series Trust ST STR MSCI USAQ | $1.3M | 6.7K | 0.7% | ▼−22% Reduced · −2K sh | |
| 16 | Huntington Bancshares Inc COM | $858K | 48.4K | 0.4% | —Held | |
| 17 | SPDR Series Trust ST STR BLO 1 ETF | $829K | 9.0K | 0.4% | ▲+2.9% Added · +259 sh | |
| 18 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.4% | —Held | |
| 19 | Exxon Mobil Corp COM | $696K | 5.1K | 0.4% | ▼−0.2% Reduced · −9 sh | |
| 20 | Microsoft Corp COM | $635K | 1.7K | 0.3% | ▼−27% Reduced · −623 sh | |
| 21 | SPDR Series Trust ST STR P500ETF | $628K | 7.1K | 0.3% | —Held | |
| 22 | Procter & Gamble Co COM | $620K | 4.2K | 0.3% | ▲+2.3% Added · +96 sh | |
| 23 | JPMorgan Chase & Co COM | $508K | 1.6K | 0.3% | ▼−6.0% Reduced · −100 sh | |
| 24 | Johnson & Johnson COM | $496K | 2.0K | 0.3% | ▲+0.6% Added · +12 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $462K | 924 | 0.2% | ▲+3.7% Added · +33 sh | |
| 26 | Ishares TR CORE S&P500 ETF | $454K | 606 | 0.2% | ▼−0.2% Reduced · −1 sh | |
| 27 | Ishares TR CORE US AGGBD ET | $453K | 4.6K | 0.2% | ▼−69% Reduced · −10K sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $422K | 572 | 0.2% | ▼−1.0% Reduced · −6 sh | |
| 29 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $384K | 9.1K | 0.2% | ▼−8.1% Reduced · −802 sh | |
| 30 | AT&T Inc COM | $382K | 18.5K | 0.2% | ▼−5.4% Reduced · −1K sh | |
| 31 | T Rowe Price Exchange-Traded CAP APPRECIATION | $377K | 9.2K | 0.2% | ▼−6.0% Reduced · −580 sh | |
| 32 | Micron Technology Inc COM | $347K | 301 | 0.2% | ▲New New position | |
| 33 | Coca Cola Co COM | $343K | 4.2K | 0.2% | ▲+1.0% Added · +41 sh | |
| 34 | Intel Corp COM | $340K | 2.4K | 0.2% | ▲New New position | |
| 35 | Alphabet Inc CAP STK CL A | $323K | 905 | 0.2% | ▲+3.8% Added · +33 sh | |
| 36 | Costco Wholesale Corporation COM | $303K | 324 | 0.2% | ▲+3.2% Added · +10 sh | |
| 37 | SPDR Series Trust ST STR SP AERO | $301K | 1.1K | 0.2% | —Held | |
| 38 | Firstenergy Corp COM | $284K | 6.0K | 0.1% | —Held | |
| 39 | Progressive Corp COM | $270K | 1.2K | 0.1% | ▲+0.2% Added · +3 sh | |
| 40 | Nvidia Corporation COM | $266K | 1.3K | 0.1% | ▲+6.7% Added · +83 sh | |
| 41 | Pepsico Inc COM | $260K | 1.9K | 0.1% | —Held | |
| 42 | Visa Inc COM CL A | $253K | 738 | 0.1% | ▼−20% Reduced · −180 sh | |
| 43 | Applied Matls Inc COM | $249K | 345 | 0.1% | ▲New New position | |
| 44 | Consolidated Edison Inc COM | $238K | 2.2K | 0.1% | —Held | |
| 45 | TJX Cos Inc New COM | $237K | 1.6K | 0.1% | ▲+5.3% Added · +79 sh | |
| 46 | Eaton Vance TX Adv GLBL Div COM | $236K | 10.0K | 0.1% | —Held | |
| 47 | Yum Brands Inc COM | $226K | 1.4K | 0.1% | ▲+1.6% Added · +22 sh | |
| 48 | NextEra Energy Inc COM | $225K | 2.6K | 0.1% | ▲+0.1% Added · +4 sh | |
| 49 | Amphenol Corp CL A | $221K | 1.3K | 0.1% | ▲New New position | |
| 50 | Timken Co COM | $220K | 1.5K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2066674/holdings"
Use Arkolith to show Presper Financial Architects, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.