Presper Financial Architects, LLC

RIA/Wealth

Presper Financial Architects, LLC is a RIA/Wealth based in Akron, OH led by Thomas Michael Presper, reporting $316.9M in AUM as of Q3 2025 with 89% ETF concentration, 86% concentrated in top 10 holdings, and 15% allocation to FBND.

Managing PartnerThomas Michael Presper

Portfolio Value: $172.4M
Positions: 51
Top Holding: FBND at 15.44%
Last Reported: Q3 2025

Address441 Wolf Ledges Parkway, Suite 103, Akron, OH, 44311-1077, United States

Top Holdings

Largest long holdings in Presper Financial Architects, LLC's portfolio (85.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Fidelity Total Bond FBND	ETF ETF	$26.6M	15.44%	+$26.6M New	— 575.7K shares	Q3 2025 Held for 2 months
2 Technology Select Sector SPDR Fund XLK	ETF ETF	$23.5M	13.66%	+$4.8M Bought	— 83.5K shares	Q2 2025 Held for 5 months
3 SPDR S&P Capital Markets ETF KCE	ETF ETF	$21.1M	12.22%	+$21.1M New	— 137.8K shares	Q3 2025 Held for 2 months
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$19.8M	11.47%	-$2.6M Sold	— 303.0K shares	Q2 2025 Held for 5 months
5 iShares MSCI EAFE EFA	ETF ETF	$15.4M	8.92%	+$3.4M Bought	— 164.7K shares	Q2 2025 Held for 5 months
6 SPDR MSCI USA Strategic Factors ETF QUS	ETF ETF	$13.3M	7.71%	-$17.3M Sold	— 77.6K shares	Q2 2025 Held for 5 months
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$12.4M	7.17%	-$406.2K Sold	— 104.0K shares	Q2 2025 Held for 5 months
8 iShares Russell 1000 Growth IWF	ETF ETF	$10.3M	6.00%	-$846.4K Sold	— 22.1K shares	Q2 2025 Held for 5 months
9 Fidelity Small-Mid Multifactor ETF FSMD	ETF ETF	$2.9M	1.70%	+$2.9M New	— 66.4K shares	Q3 2025 Held for 2 months
10 Apple AAPL	Consumer Electronics Technology	$2.7M	1.58%	-$466.2K Sold	0.00% 10.7K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Presper Financial Architects, LLC's latest filing

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Market Value

$172.4M

Prior: $129.6M

Q/Q Change

+33.01%

+$42.8M

Net Flows % of MV

+19.66%

Turnover Ratio

27.56%

New Purchases

12 stocks

$56.0M

Added To

19 stocks

+$8.5M

Sold Out Of

0 stocks

Reduced Holdings

16 stocks

-$30.7M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Total Bond FBND	New	0 → 575.7K +$26.6M
2 SPDR S&P Capital Markets ETF KCE	New	0 → 137.8K +$21.1M
3 Fidelity Small-Mid Multifactor ETF FSMD	New	0 → 66.4K +$2.9M
4 ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG	New	0 → 43.8K +$926.1K
5 PTY PIMCO Corporate & Income Opportunity Fund PTY	New	0 → 56.0K +$808.1K

Decreased Positions

Position	Shares Δ	Change
1 Capital Group Global Growth Equity CGGO	-83.21%	150.0K → 25.2K −$4.3M
2 T. Rowe Price Capital Appreciation Equity ETF TCAF	-82.44%	140.3K → 24.6K −$4.4M
3 SPDR MSCI USA Strategic Factors ETF QUS	-56.56%	178.7K → 77.6K −$17.3M
4 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	-17.3%	10.5K → 8.7K −$166.9K
5 Apple AAPL	-14.6%	12.5K → 10.7K −$466.2K