Presper Financial Architects LLC Portfolio
Invests via Presper Financial Architects LLC | Managed by Presper Financial Architects, LLC, Thomas M. Presper, Sonya Presper
Invests via Presper Financial Architects LLC
Managed by Presper Financial Architects, LLC, Thomas M. Presper, Sonya Presper
Automatically Tracked
Company Profile
Operates as a boutique advisory and wealth management firm offering fiduciary financial planning, investment portfolio construction, retirement and tax-aware planning, and insurance analysis. Presper Financial Architects LLC targets high-net-worth individuals, small institutions and business owners with fee-based, independent advice and customized asset-allocation strategies. Positioned as a regional advisor emphasizing holistic planning, retirement income optimization, and coordination with tax and estate professionals to preserve capital and manage downside risk.
Operates as a boutique advisory and wealth management firm offering fiduciary financial planning, investment portfolio construction, retirement and tax-aware planning, and insurance analysis. Presper Financial Architects LLC targets high-net-worth individuals, small institutions and business owners with fee-based, independent advice and customized asset-allocation strategies. Positioned as a regional advisor emphasizing holistic planning, retirement income optimization, and coordination with tax and estate professionals to preserve capital and manage downside risk.
Investment Philosophy & Strategy
Provides fiduciary, fee‑based wealth management focused on customized asset-allocation and retirement-income solutions for high-net-worth individuals, business owners and small institutions. Emphasizes tax‑aware, downside‑risk management and coordination with estate and tax advisors, blending conservative capital preservation with opportunistic growth allocations. Underwrites investments through diversified, low-cost strategies, tailored time horizons, and stress-tested plans that prioritize predictable cash flow, tax efficiency and long-term wealth transfer.
Provides fiduciary, fee‑based wealth management focused on customized asset-allocation and retirement-income solutions for high-net-worth individuals, business owners and small institutions. Emphasizes tax‑aware, downside‑risk management and coordination with estate and tax advisors, blending conservative capital preservation with opportunistic growth allocations. Underwrites investments through diversified, low-cost strategies, tailored time horizons, and stress-tested plans that prioritize predictable cash flow, tax efficiency and long-term wealth transfer.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.22%
Gain -0.19%
Monthly
1.25%
Yearly
16.05%
Drawdown
9.13%
$189.46M
Equity
Holdings
$189.46M
Investment
$165.08M
$29.2M
Profit -$306,805.36
Realized
$4.83M
Unrealized
$24.37M
Dividends
$3.47M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$306,805.36
Win %
63%
This Week
Compared To Last Week
Gain
-2.03%
Profit
-$3.92M
Win %
63%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.22M
Win %
63%
This Year
Compared to last year
Gain
-1.15%
Profit
-$2.21M
Win %
62%
T AT&T Inc.
+2.95%
+$12,552.14 
YUM Yum! Brands, Inc.
+2.7%
+$5,606.51 
IBM International Business Machines Corporation
+2.29%
+$26,966.52 
V Visa Inc. Class A
+2.13%
+$6,162.31 
DIS The Walt Disney Company
+2.01%
+$4,651.56 
PGR Progressive Corporation
+2%
+$5,261.09 
TJX The TJX Companies, Inc.
+1.38%
+$3,085.02 
JNJ Johnson & Johnson
+1.35%
+$6,672.42 
HBAN Huntington Bancshares Incorporated
+1.29%
+$9,439.17 
MSFT Microsoft Corp.
+1.09%
+$9,951.36 
PEP PepsiCo, Inc.
+1.07%
+$2,670.19 
PG Procter & Gamble Co
+1.02%
+$6,760 
NEE NextEra Energy, Inc.
+0.95%
+$1,910.18 
KO The Coca-Cola Company
+0.94%
+$3,624.9 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.84%
+$14,485.15 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.71%
+$141,231.2 
COST Costco Wholesale Corporation
+0.7%
+$2,235.6 
IJR iShares Core S&P Small-Cap ETF
+0.69%
+$35,858.01 
ED Consolidated Edison, Inc.
+0.68%
+$1,592.48 
QUS SPDR MSCI USA StrategicFactors ETF
+0.66%
+$8,685.08 
FBND Fidelity Total Bond ETF
+0.62%
+$167,192.1 
AGG iShares Core U.S. Aggregate Bond ETF
+0.58%
+$2,540.79 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
+0.57%
+$1,294.29 
XAR SPDR S&P Aerospace & Defense ETF
+0.52%
+$1,221.3 
EFA iShares MSCI EAFE ETF
+0.52%
+$74,386.03 
BRK-A Berkshire Hathaway Inc.
+0.45%
+$3,579.99 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,995.84 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$5,419.71 
FE FirstEnergy Corp.
+0.28%
+$745.87 
FSMD Fidelity Small-Mid Multifactor ETF
+0.24%
+$29,578.68 
AAPL Apple Inc.
+0.23%
+$7,566.49 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.16%
+$641.62 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$180.82 
GOOGL Alphabet Inc
0%
-$0.01 
INTC Intel Corporation
-4.41%
-$10,522.73 
AMAT Applied Materials, Inc.
-4.26%
-$6,568.8 
SNDK SanDisk Corporation
-3.87%
-$5,208 
KLAC KLA Corporation
-3.44%
-$4,373.6 
APH Amphenol Corporation
-2.35%
-$9,746.56 
NVDA NVIDIA Corporation
-2.25%
-$6,626.72 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$478,401.21 
XOM Exxon Mobil Corporation
-1.08%
-$9,776.61 
CGNG Capital Group New Geography Equity ETF
-0.87%
-$144,538.58 
QQQ Invesco QQQ Trust, Series 1
-0.84%
-$3,494.93 
IWF iShares Russell 1000 Growth ETF
-0.71%
-$80,983.76 
MU Micron Technology, Inc.
-0.62%
-$1,718.71 
MAGS Roundhill Magnificent Seven Fund
-0.57%
-$141,166.82 
META Meta Platforms Inc Class A
-0.49%
-$1,394.85 
CGGO Capital Group Global Growth Equity ETF
-0.42%
-$1,450.24 
JPM JPMorgan Chase & Co.
-0.4%
-$2,093.85 
TKR Timken Co.
-0.29%
-$500.61 
CGXU Capital Group International Focus Equity ETF
-0.26%
-$524.45 
IVV iShares Core S&P 500 ETF
-0.06%
-$281.81 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.04%
-$250.18 
VOO Vanguard S&P 500 ETF
-0.04%
-$871.81 Events
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Dividends
Dividend Analysis
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| Trades 220 | Longs Won 138/220 62% | Profit Factor 9.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $689,124.49 |
| Average Win $237,702.49 | Best Trade (Oct 14) $8.56M | Sharpe Ratio -12.89 |
| Average Loss -$43,890.28 | Worst Trade (Oct 14) -$1.64M | Z-Score 3.99 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $132,745.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,458 | $1.94M | $3.25M | - | $1.31M | 67.29% | +0.233% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,578 | $457,250.64 | $436,626.75 | - | -$20,623.89 | -4.51% | +0.585% |
| AMAT Applied Materials, Inc. | 345 | $249,435 | $147,518.55 | - | -$101,916.45 | -40.86% | -4.263% |
| APH Amphenol Corporation | 5,024 | $221,457.92 | $405,688 | - | $184,230.08 | 83.19% | -2.346% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 9,041 | $829,283.23 | $827,567.93 | - | -$1,715.3 | -0.21% | +0.022% |
| BRK-A Berkshire Hathaway Inc. | 1 | $728,800 | $793,165 | - | $64,365 | 8.83% | +0.453% |
| BRK-B Berkshire Hathaway Inc. | 924 | $451,098.01 | $488,343.24 | - | $37,245.23 | 8.26% | +0.41% |
| CGGO Capital Group Global Growth Equity ETF | 9,064 | $289,776.08 | $345,429.04 | - | $55,652.96 | 19.21% | -0.418% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 641,960 | $18.85M | $19.94M | - | $1.09M | 5.78% | +0.713% |
| CGNG Capital Group New Geography Equity ETF | 473,897 | $14.96M | $16.54M | - | $1.58M | 10.56% | -0.866% |
| CGXU Capital Group International Focus Equity ETF | 6,170 | $213,605.4 | $202,900.45 | - | -$10,704.95 | -5.01% | -0.258% |
| COST Costco Wholesale Corporation | 324 | $317,797.73 | $320,403.6 | - | $2,605.87 | 0.82% | +0.703% |
| DIS The Walt Disney Company | 2,124 | $263,258.19 | $236,146.32 | - | -$27,111.87 | -10.3% | +2.009% |
| ED Consolidated Edison, Inc. | 2,152 | $216,646.7 | $237,451.68 | - | $20,804.98 | 9.6% | +0.675% |
| EFA iShares MSCI EAFE ETF | 140,351 | $12.74M | $14.5M | - | $1.75M | 13.76% | +0.516% |
| ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund | 10,010 | $211,935.72 | $229,429.2 | - | $17,493.48 | 8.25% | +0.567% |
| FBND Fidelity Total Bond ETF | 619,230 | $28.61M | $27.13M | - | -$1.48M | -5.17% | +0.62% |
| FE FirstEnergy Corp. | 5,967 | $240,231.42 | $271,707.34 | - | $31,475.92 | 13.1% | +0.275% |
| FSMD Fidelity Small-Mid Multifactor ETF | 246,489 | $10.97M | $12.2M | - | $1.23M | 11.16% | +0.243% |
| GOOGL Alphabet Inc | 905 | $284,347.61 | $314,614.2 | - | $30,266.59 | 10.64% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Presper Financial Architects LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Mid-Cap ETF - $1.95M, SPDR MSCI USA StrategicFactors ETF - $1.59M, iShares Core S&P Small-Cap ETF - $1.21M, Fidelity Total Bond ETF - $1.16M, and iShares MSCI EAFE ETF - $737,077.23. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SPDR S&P Capital Markets ETF - $200,652.66, Oracle Corporation - $95,574.6, Microsoft Corp - $69,375.41, SPDR Gold Shares - $31,078.82, and Verizon Communications Inc - $28,121.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Presper Financial Architects LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.47M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.16M, iShares MSCI EAFE ETF - $510,504.21, iShares Core S&P Mid-Cap ETF - $229,429.2, SPDR S&P Capital Markets ETF - $201,840.14, and State Street Technology Select Sector SPDR ETF - $164,335.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Presper Financial Architects LLC's monthly returns?
Presper Financial Architects LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Presper Financial Architects LLC's strategy be considered aggressive or moderate?
Presper Financial Architects LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Presper Financial Architects LLC's strategy?
Presper Financial Architects LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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