Filed: 7/17/2025ACC: 0002066674-25-000002
📋 What this filing means
PRESPER FINANCIAL ARCHITECTS, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $134.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$134.4K
Total AUM (reported)
1.73M
Total Shares
Allocation by class
MSCI USA STRTGIC$29.1K21.7%
CORE S&P MCP ETF$21.3K15.8%
TECHNOLOGY$16.9K12.6%
COM$14.4K10.8%
CORE S&P SCP ETF$11.7K8.7%
MSCI EAFE ETF$11.5K8.5%
RUS 1000 GRW ETF$10.1K7.6%
Portfolio Concentration
Top 3$67.3K50.1%
4–10$47.7K35.5%
11–25$12.9K9.6%
Rest$6.5K4.8%
Top 3 weight
50.1%
Top 10 weight
85.6%
Voting Authority Distribution
Total shares with voting rights: 1.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:
SPDR SERIES TRUST
SOLEShares178.72K
TypeSH
Market value$29.1K
21.69%
Sole
0.00
Shared
0.00
None
178.72K
ISHARES TR
SOLEShares342.74K
TypeSH
Market value$21.3K
15.82%
Sole
0.00
Shared
0.00
None
342.74K
SELECT SECTOR SPDR TR
SOLEShares66.64K
TypeSH
Market value$16.9K
12.56%
Sole
0.00
Shared
0.00
None
66.64K
ISHARES TR
SOLEShares107.38K
TypeSH
Market value$11.7K
8.73%
Sole
0.00
Shared
0.00
None
107.38K
ISHARES TR
SOLEShares128.10K
TypeSH
Market value$11.5K
8.52%
Sole
0.00
Shared
0.00
None
128.10K
ISHARES TR
SOLEShares23.89K
TypeSH
Market value$10.1K
7.55%
Sole
0.00
Shared
0.00
None
23.89K
T ROWE PRICE ETF INC
SOLEShares140.32K
TypeSH
Market value$5.0K
3.68%
Sole
0.00
Shared
0.00
None
140.32K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares150.03K
TypeSH
Market value$4.8K
3.57%
Sole
0.00
Shared
0.00
None
150.03K
APPLE INC
SOLEShares12.54K
TypeSH
Market value$2.6K
1.92%
Sole
0.00
Shared
0.00
None
12.54K
VANGUARD INDEX FDS
SOLEShares3.63K
TypeSH
Market value$2.1K
1.54%
Sole
0.00
Shared
0.00
None
3.63K
INTERNATIONAL BUSINESS MACHS
SOLEShares5.07K
TypeSH
Market value$1.5K
1.11%
Sole
0.00
Shared
0.00
None
5.07K
VANGUARD ADMIRAL FDS INC
SOLEShares13.73K
TypeSH
Market value$1.4K
1.03%
Sole
0.00
Shared
0.00
None
13.73K
MICROSOFT CORP
SOLEShares2.26K
TypeSH
Market value$1.1K
0.84%
Sole
0.00
Shared
0.00
None
2.26K
EATON VANCE TX ADV GLBL DIV
SOLEShares46.41K
TypeSH
Market value$972.00
0.72%
Sole
0.00
Shared
0.00
None
46.41K
SPDR SERIES TRUST
SOLEShares10.51K
TypeSH
Market value$964.00
0.72%
Sole
0.00
Shared
0.00
None
10.51K
HUNTINGTON BANCSHARES INC
SOLEShares48.41K
TypeSH
Market value$811.00
0.60%
Sole
0.00
Shared
0.00
None
48.41K
BLACKROCK CORPOR HI YLD FD I
SOLEShares82.08K
TypeSH
Market value$800.00
0.60%
Sole
0.00
Shared
0.00
None
82.08K
PIMCO CORPORATE & INCOME OPP
SOLEShares55.33K
TypeSH
Market value$770.00
0.57%
Sole
0.00
Shared
0.00
None
55.33K
GUGGENHEIM STRATEGIC OPPORTU
SOLEShares50.55K
TypeSH
Market value$753.00
0.56%
Sole
0.00
Shared
0.00
None
50.55K
AT&T INC
SOLEShares25.50K
TypeSH
Market value$738.00
0.55%
Sole
0.00
Shared
0.00
None
25.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$729.00
0.54%
Sole
0.00
Shared
0.00
None
1.00
HANCOCK JOHN TAX-ADVANTAGED
SOLEShares27.57K
TypeSH
Market value$645.00
0.48%
Sole
0.00
Shared
0.00
None
27.57K
JPMORGAN CHASE & CO.
SOLEShares2.02K
TypeSH
Market value$586.00
0.44%
Sole
0.00
Shared
0.00
None
2.02K
PROCTER AND GAMBLE CO
SOLEShares3.60K
TypeSH
Market value$573.00
0.43%
Sole
0.00
Shared
0.00
None
3.60K
SPDR SERIES TRUST
SOLEShares7.71K
TypeSH
Market value$560.00
0.42%
Sole
0.00
Shared
0.00
None
7.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | MSCI USA STRTGIC | 178.72K | SH | $29.1K 21.69% | 0.00 | 0.00 | 178.72K |
ISHARES TRSOLE | CORE S&P MCP ETF | 342.74K | SH | $21.3K 15.82% | 0.00 | 0.00 | 342.74K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 66.64K | SH | $16.9K 12.56% | 0.00 | 0.00 | 66.64K |
ISHARES TRSOLE | CORE S&P SCP ETF | 107.38K | SH | $11.7K 8.73% | 0.00 | 0.00 | 107.38K |
ISHARES TRSOLE | MSCI EAFE ETF | 128.10K | SH | $11.5K 8.52% | 0.00 | 0.00 | 128.10K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 23.89K | SH | $10.1K 7.55% | 0.00 | 0.00 | 23.89K |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 140.32K | SH | $5.0K 3.68% | 0.00 | 0.00 | 140.32K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 150.03K | SH | $4.8K 3.57% | 0.00 | 0.00 | 150.03K |
APPLE INCSOLE | COM | 12.54K | SH | $2.6K 1.92% | 0.00 | 0.00 | 12.54K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.63K | SH | $2.1K 1.54% | 0.00 | 0.00 | 3.63K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 5.07K | SH | $1.5K 1.11% | 0.00 | 0.00 | 5.07K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 13.73K | SH | $1.4K 1.03% | 0.00 | 0.00 | 13.73K |
MICROSOFT CORPSOLE | COM | 2.26K | SH | $1.1K 0.84% | 0.00 | 0.00 | 2.26K |
EATON VANCE TX ADV GLBL DIVSOLE | COM | 46.41K | SH | $972.00 0.72% | 0.00 | 0.00 | 46.41K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 10.51K | SH | $964.00 0.72% | 0.00 | 0.00 | 10.51K |
HUNTINGTON BANCSHARES INCSOLE | COM | 48.41K | SH | $811.00 0.60% | 0.00 | 0.00 | 48.41K |
BLACKROCK CORPOR HI YLD FD ISOLE | COM | 82.08K | SH | $800.00 0.60% | 0.00 | 0.00 | 82.08K |
PIMCO CORPORATE & INCOME OPPSOLE | COM | 55.33K | SH | $770.00 0.57% | 0.00 | 0.00 | 55.33K |
GUGGENHEIM STRATEGIC OPPORTUSOLE | COM SBI | 50.55K | SH | $753.00 0.56% | 0.00 | 0.00 | 50.55K |
AT&T INCSOLE | COM | 25.50K | SH | $738.00 0.55% | 0.00 | 0.00 | 25.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $729.00 0.54% | 0.00 | 0.00 | 1.00 |
HANCOCK JOHN TAX-ADVANTAGEDSOLE | COM | 27.57K | SH | $645.00 0.48% | 0.00 | 0.00 | 27.57K |
JPMORGAN CHASE & CO.SOLE | COM | 2.02K | SH | $586.00 0.44% | 0.00 | 0.00 | 2.02K |
PROCTER AND GAMBLE COSOLE | COM | 3.60K | SH | $573.00 0.43% | 0.00 | 0.00 | 3.60K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 7.71K | SH | $560.00 0.42% | 0.00 | 0.00 | 7.71K |
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