StockDriftsStockDriftsTop 50 Presper Financial Architects LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 16.54% | 166.4K | $31.7M | -2.65%(-4.53K) | $119.19(+60.02%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 14.7% | 619.2K | $28.2M | +0.69%(+4.25K) | $45.98(-2.42%) | 2026-06-30 | |
| MAGS | LISTED FDS TR | 11.41% | 340.2K | $21.9M | -0.02%(-66) | $61.95(+10.19%) | 2026-06-30 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 11.04% | 642.0K | $21.2M | +0.04%(+257) | $29.10(+15.87%) | 2026-06-30 | |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 9.26% | 473.9K | $17.8M | +0.04%(+202) | $31.75(+16.25%) | 2026-06-30 | |
| EFA | ISHARES TR | 7.61% | 140.4K | $14.6M | +1.64%(+2.26K) | $87.45(+24.26%) | 2026-06-30 | |
| FSMD | FIDELITY COVINGTON TRUST | 6.8% | 246.5K | $13.0M | -0.15%(-375) | $43.97(+20.09%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.96% | 92.0K | $11.4M | +0.99%(+903) | $98.76(+24.94%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.98% | 38.6K | $5.7M | +0.52%(+198) | $107.04(+40.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.43% | 9.5K | $2.7M | -3.71%(-364) | $214.41(+42.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.06% |
Presper Financial Architects LLC reports $191.67M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are XLK (16.5%), FBND (14.7%) and MAGS (11.4%). The top 20 holdings account for 94.05% of reported assets. Its disclosed equity book has returned +20.28% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Presper Financial Architects LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066674). View Presper Financial Architects LLC’s 13F filings on SEC