Presper Financial Architects, LLC

Q3 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$178,779
Net value change ($000)
-12,889 (-6.7%)
New positions
9
Sold out positions
7
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 1,096 40.0%
AVGO 1,080 NEW
XOM 857 NEW
LMT 561 NEW
EFA 497 3.4%
ABBV 457 NEW
IWF 450 3.9%
XLK 418 1.3%
EPD 313 NEW
MSFT 270 42.5%
Top Reduces (Value $000, Stocks/ETFs)
MAGS -9,244 -42.3%
FSMD -3,702 -28.4%
IJR -1,935 -33.8%
CGMM -1,252 -5.9%
FBND -785 -2.8%
XOM -696 -100.0%
CGNG -428 -2.4%
IBM -342 -23.5%
AMAT -249 -100.0%
TJX -237 -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