Top 50 Presper Financial Architects, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 16.67% | 615.0K | $28.1M | +6.32%(+36.58K) | $45.99(-1.03%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 13.5% | 170.9K | $22.7M | +1.57%(+2.64K) | $119.19(+48.37%) | 2026-03-31 | |
| MAGS | LISTED FDS TR | 11.71% | 340.2K | $19.7M | new | $61.95(+13.85%) | 2026-03-31 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 11.2% | 641.7K | $18.8M | new | $29.10(+7.15%) | 2026-03-31 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 8.89% | 473.7K | $15.0M | new | $31.75(+13.92%) | 2026-03-31 | |
| EFA | ISHARES TR | 7.97% | 138.1K | $13.4M | -17.49%(-29.27K) | $87.26(+18.99%) | 2026-03-31 | |
| FSMD | FIDELITY COVINGTON TRUST | 6.56% | 246.9K | $11.0M | +249.30%(+176.19K) | $43.97(+12.22%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.77% | 22.8K | $9.7M | +2.32%(+517) | $394.47(-68.49%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.83% | 38.4K | $4.8M | -63.82%(-67.66K) | $106.90(+26.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.48% | 9.8K | $2.5M | +0.64%(+62) | $214.41(+39.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.15% | +19.60% |
| Top 20 Holdings Unweighted | +1.12% | +3.40% |
Sign up free to track Presper Financial Architects, LLC, compare funds side by side, and get alerts the moment positions change.