Presper Financial Architects, LLC: 13F holdings
CIK 20666742026Q2
| Positions | 55 |
|---|
| Reported value | $191.7m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 55 (+5 vs prior quarter) |
|---|
| Reported value | $191.7m (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 166,401 | $31.7m | 16.5% |
| FBND FIDELITY MERRIMACK STR TR | 619,230 | $28.2m | 14.7% |
| MAGS LISTED FDS TR | 340,161 | $21.9m | 11.4% |
| CGMM CAPITAL GROUP EQUITY ETF TR | 641,960 | $21.2m | 11.0% |
| CGNG CAPITAL GROUP NEW GEOGRAPHY | 473,897 | $17.8m | 9.3% |
| EFA ISHARES TR | 140,351 | $14.6m | 7.6% |
| FSMD FIDELITY COVINGTON TRUST | 246,489 | $13.0m | 6.8% |
| IWF ISHARES TR | 92,027 | $11.4m | 6.0% |
| IJR ISHARES TR | 38,557 | $5.7m | 3.0% |
| AAPL APPLE INC | 9,458 | $2.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066674")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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