Presper Financial Architects, LLC 13F Portfolio

CIK 2066674 Filing since Q2 2025 Q2 2026 filed Aug 11, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 11, 2026.

Portfolio Snapshot

32 positions · Q2 2026

Presper Financial Architects, LLC reported 32 positions worth $15.06M for the quarter ended Jun 30, 2026, up 8.7% on the prior quarter. It opened 7 new positions, added to 11, trimmed 8 and exited 3. Its largest holding is Apple Inc. at 18.2% of the portfolio.

Portfolio Value
$15.06M
+8.7% QoQ · +16.6% YoY
Positions
32
7 new · 3 sold out
Top 10 Concentration
61.2%
of portfolio value
Largest Position
AAPL 18.2%
Apple Inc.
Net Buying
+$674.17K
$1.90M bought · $1.23M sold
Turnover
8.5%
of the portfolio traded
Top Sector
Technology
46.5% of value
Track Record
5
quarters on file since Q2 2025

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

9 sectors
46.5%
Technology
Technology46.5%
Financial Services20.59%
Consumer Staples10.13%
Utilities4.96%
Energy4.62%
Communication Services3.9%
Healthcare3.29%
Consumer Discretionary3.08%
Industrials2.94%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesConsumer StaplesUtilitiesEnergyCommunication ServicesHealthcareConsumer DiscretionaryIndustrials

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
MU Micron Technology Inc +301 – $347.44K 2.31%
INTC Intel Corp +2,433 – $339.68K 2.26%
AMAT Applied Materials Inc +345 – $249.44K 1.66%
APH Amphenol Corp +2,512 – $221.46K 1.47%
TKR Timken Co +1,517 – $220.45K 1.46%
SNDK Sandisk Corp +96 – $218.28K 1.45%
KLAC Kla Corp +710 – $214.21K 1.42%
NVDA Nvidia Corp +83 +6.7% $16.61K 1.76%
BRK-B Berkshire Hathaway Inc +33 +3.7% $16.51K 3.07%
PG PROCTER & GAMBLE Co +96 +2.3% $14.08K 4.11%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
VZ Verizon Communications Inc -5,494 -100.0% $275.78K Exited
MSFT Microsoft Corp -623 -26.8% $232.34K 4.22%
SO Southern Co -2,252 -100.0% $217.36K Exited
GLD Spdr Gold Trust -502 -100.0% $216.01K Exited
AAPL Apple Inc. -364 -3.7% $105.33K 18.18%
V Visa Inc. -180 -19.6% $61.78K 1.68%
META Meta Platforms, Inc. -108 -21.8% $60.84K 1.45%
JPM Jpmorgan Chase & Co -100 -6.1% $32.73K 3.37%
T At&T Inc. -1,053 -5.4% $21.80K 2.54%
IBM International Business Machines Corp -10 -0.2% $2.81K 9.65%

New Positions

Q2 2026
Holding Shares Trade Value Weight
MU Micron Technology Inc +301 $347.44K 2.31%
INTC Intel Corp +2,433 $339.68K 2.26%
AMAT Applied Materials Inc +345 $249.44K 1.66%
APH Amphenol Corp +2,512 $221.46K 1.47%
TKR Timken Co +1,517 $220.45K 1.46%
SNDK Sandisk Corp +96 $218.28K 1.45%
KLAC Kla Corp +710 $214.21K 1.42%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
VZ Verizon Communications Inc -5,494 $275.78K 1.99%
SO Southern Co -2,252 $217.36K 1.57%
GLD Spdr Gold Trust -502 $216.01K 1.56%
Holdings · Q2 2026

32 Positions

As ofJun 30, 2026
Value$15.06M
Top 1061.2%
Avg position$470.55K
# Activity
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Showing 1–15 of 32 positions 13F filings on SEC EDGAR

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About Presper Financial Architects, LLC’s 13F Portfolio

What are Presper Financial Architects, LLC’s largest holdings?

As of its Q2 2026 13F filing, Presper Financial Architects, LLC’s five largest positions were Apple Inc. (AAPL) at 18.2%, International Business Machines Corp (IBM) at 9.6%, Huntington Bancshares Inc (HBAN) at 5.7%, Berkshire Hathaway Inc (BRK-A) at 5.0%, ExxonMobil Holdings Corp (XOM) at 4.6% of the reported portfolio.

How much is Presper Financial Architects, LLC’s portfolio worth?

Presper Financial Architects, LLC reported a 13F portfolio worth $15.06M across 32 positions for Q2 2026. That is up 8.7% from the previous quarter.

What did Presper Financial Architects, LLC buy in Q2 2026?

Its largest purchases by value were Micron Technology Inc ($347.44K), Intel Corp ($339.68K), Applied Materials Inc ($249.44K). It opened 7 new positions.

What did Presper Financial Architects, LLC sell in Q2 2026?

Its largest sales by value were Verizon Communications Inc ($275.78K), Microsoft Corp ($232.34K), Southern Co ($217.36K). It exited 3 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Presper Financial Architects, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.