Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Presper Financial Architects, LLC

•CIK: 2066674•Filing: Q4 2025

**Presper Financial Architects, LLC** manages $177M across a diversified portfolio of 54 positions. The fund exhibits significant concentration in technology and sector-specific plays, notably holding FBND at $26.6M and XLK at $24.2M. Further allocations include substantial positions in KCE ($21.2M) and IJH ($20.4M). This structure suggests a focused, tactical approach targeting high-growth and established market segments.

Total AUM

$176.9M

QoQ Performance

+2.6%

Positions

43

Top 10 Concentration

85.6%

Latest Filing

Q4 2025

Top Holdings Allocation

FBND

XLK

KCE

IJH

EFA

QUS

IJR

IWF

FBND15.1%

XLK13.7%

KCE12.0%

IJH11.5%

EFA9.1%

QUS7.8%

IJR7.2%

IWF6.0%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+101.5%

13.7% of portfolio

ISHARES TR

NEW

0.8% of portfolio

SPDR SERIES TRUST

+2.8%

12.0% of portfolio

HANCOCK JOHN TAX-ADVANTAGED

+57.6%

0.6% of portfolio

ISHARES TR

+1.8%

11.5% of portfolio

📉 Biggest Sells

GUGGENHEIM STRATEGIC OPPORTU

-42.5%

0.2% of portfolio

APPLE INC

-8.9%

1.5% of portfolio

PIMCO HIGH INCOME FD

-36.4%

0.2% of portfolio

BLACKROCK CORPOR HI YLD FD I

-18.5%

0.3% of portfolio

PIMCO CORPORATE & INCOME OPP

-18.5%

0.3% of portfolio

Sector Breakdown

Other92.1%

Technology3.5%

ETF1.5%

Financial1.2%

Communication0.4%

Energy0.3%

Consumer Staples0.3%

Utilities0.2%

🚪 Exited Positionssold since Q3 2025

VERIZON COMMUNICATIONS INC

SOLD

$239.8K

SOUTHERN CO

SOLD

$215.8K

Changes from Q3 2025

NEW5 new positions

↑26 increased

↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

FIDELITY MERRIMACK STR TR

SELECT SECTOR SPDR TR

SPDR SERIES TRUST

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