Presper Financial Architects, LLC - Portfolio overview

Presper Financial Architects, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 14.42%
2. XLK - SELECT SECTOR SPDR TR, 11.67%
3. KCE - SPDR SERIES TRUST, 10.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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