Presper Financial Architects, LLC

Q1 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$168,274
Net value change ($000)
-8,595 (-4.9%)
New positions
6
Sold out positions
10
Turnover %
47.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MAGS 19,713 NEW
CGMM 18,840 NEW
CGNG 14,955 NEW
FSMD 7,921 254.0%
FBND 1,426 5.4%
VZ 276 NEW
XOM 251 40.9%
SO 217 NEW
GLD 216 NEW
T 89 18.7%
Top Reduces (Value $000, Stocks/ETFs)
KCE -21,239 -100.0%
IJH -18,984 -93.3%
QUS -12,368 -89.3%
IJR -7,973 -62.6%
EFA -2,659 -16.5%
XLK -1,513 -6.2%
HTD -1,007 -100.0%
ETG -836 -80.6%
IWF -824 -7.8%
HYT -603 -100.0%
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