Presper Financial Architects, LLC

Q2 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$191,668
Net value change ($000)
+23,394 (13.9%)
New positions
8
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLK 8,987 39.6%
CGNG 2,797 18.7%
CGMM 2,325 12.3%
MAGS 2,159 11.0%
FSMD 1,987 18.0%
IWF 1,713 17.6%
EFA 1,167 8.7%
IJR 950 19.9%
MU 347 NEW
INTC 340 NEW
Top Reduces (Value $000, Stocks/ETFs)
AGG -991 -68.6%
VZ -276 -100.0%
QUS -230 -15.5%
MSFT -227 -26.3%
SO -217 -100.0%
GLD -216 -100.0%
T -184 -32.5%
XOM -169 -19.5%
META -65 -22.9%
PEP -38 -12.8%
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