Institutional Fund
Presper Financial Architects, LLC
Akron, OHCIK 20666744 filings on record
Portfolio Value
$168.27M
Q1 2026
Holdings
50
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-4.9%
from $176.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fidelity Merrimack Str Tr16.7%
- Select Sector Spdr Tr13.5%
- Listed Fds Tr11.7%
- Capital Group Equity ETF Tr11.2%
- Capital Group New Geography8.9%
- Ishares Tr8.0%
- Other30.1%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 615.0K | $28.06M | 16.7% | +36.6K | Added |
| 2 | Select Sector Spdr Tr | 170.9K | $22.72M | 13.5% | +2.6K | Added |
| 3 | Listed Fds Tr | 340.2K | $19.71M | 11.7% | +340.2K | New |
| 4 | Capital Group Equity ETF Tr | 641.7K | $18.84M | 11.2% | +641.7K | New |
| 5 | Capital Group New Geography | 473.7K | $14.95M | 8.9% | +473.7K | New |
| 6 | Ishares Tr | 138.1K | $13.41M | 8.0% | −29.3K | Reduced |
| 7 | Fidelity Covington Trust | 246.9K | $11.04M | 6.6% | +176.2K | Added |
| 8 | Ishares Tr | 22.8K | $9.71M | 5.8% | +517 | Added |
| 9 | Ishares Tr | 38.4K | $4.77M | 2.8% | −67.7K | Reduced |
| 10 | Apple Inc | 9.8K | $2.49M | 1.5% | +62 | Added |
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