13F-HR filed by Presper Financial Architects, LLC
Presper Financial Architects, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-29, with 50 holding rows worth $168,273,636.
- Accession
- 0002066674-26-000003
- Filer
- CIK 2066674
- Filed
- 2026-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 50 entries on the cover page, a total value of $168,273,636 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,273,636 with VALUE read as dollars as filed, 13F file number 028-25659. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 614,977 | $28,055,248 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 170,929 | $22,716,474 | dollars as filed | |
| LISTED FDS TR | 53656G498 | ROUN MA SEVE ETF | 340,227 | $19,712,752 | dollars as filed | |
| CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL | 14022A102 | ETF | 641,703 | $18,840,400 | dollars as filed | |
| CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | SHS | 473,695 | $14,954,551 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 138,089 | $13,412,575 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092527 | SML MID MLTFCT | 246,864 | $11,039,758 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 22,781 | $9,713,745 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 38,359 | $4,768,361 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,822 | $2,492,706 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,517 | $2,101,583 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 13,730 | $1,576,623 | dollars as filed | |
| SPDR SER TR | 78468R812 | MSCI USA STRTGIC | 8,654 | $1,485,373 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 14,550 | $1,444,379 | dollars as filed | |
| IJH | 464287507 | COM | 20,286 | $1,369,919 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 5,176 | $1,254,611 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,101 | $865,446 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,327 | $861,526 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 8,782 | $804,827 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 48,406 | $757,547 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $718,140 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,129 | $596,364 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 19,512 | $565,654 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 7,148 | $547,108 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,651 | $485,658 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,939 | $474,029 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 891 | $426,967 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 607 | $396,707 | dollars as filed | |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 87283Q867 | ETF | 9,746 | $346,860 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 578 | $333,863 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 9,866 | $329,228 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,174 | $317,439 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 314 | $312,884 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 5,967 | $302,288 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,921 | $298,372 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 496 | $283,776 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 918 | $277,533 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,494 | $275,781 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 1,062 | $269,727 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 872 | $250,752 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,232 | $244,232 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,152 | $243,563 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,560 | $237,789 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,487 | $237,474 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,252 | $217,363 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,245 | $217,128 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 1,392 | $216,428 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 502 | $216,006 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,124 | $204,718 | dollars as filed | |
| EATON VANCE TAX ADVANTAGED GLO | 27828S101 | COM | 10,010 | $201,401 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002066674-26-000003 | this filing | 2026-04-29 | acceptance time not in the bulk data set |