Presper Financial Architects, LLC

Q4 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$176,869
Net value change ($000)
+4,499 (2.6%)
New positions
5
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 1,490 NEW
EFA 697 4.5%
XLK 691 2.9%
IJH 578 2.9%
QUS 561 4.2%
IJR 387 3.1%
HTD 337 50.3%
GOOGL 268 NEW
TKR 217 NEW
TJX 206 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOF -366 -50.6%
VZ -240 -100.0%
PTY -219 -27.1%
PHK -216 -38.0%
SO -216 -100.0%
T -196 -29.1%
HYT -187 -23.7%
MSFT -135 -11.2%
ORCL -99 -31.4%
AAPL -75 -2.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type