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

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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.

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.

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:

3.46%

Gain

Monthly

0.27%

Yearly

3.3%

Drawdown

16.85%

$188.59M

Equity

Holdings

$188.59M

Investment

$165.8M

$27.34M

Profit -$1.04M

Realized

$4.56M

Unrealized

$22.79M

Dividends

$3.2M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$1.04M

Win %

70%

This Week

Compared To Last Week

Gain

-2.67%

Profit

-$5.18M

Win %

70%

This Month

Compared to last month

Gain

-2.09%

Profit

-$4.03M

Win %

70%

This Year

Compared to last year

Gain

12.07%

Profit

$20.31M

Win %

68%

Gainers
Losers

JNJ Johnson & Johnson

+1.64%

+$7,969.29

XOM Exxon Mobil Corporation

+1.36%

+$10,099.93

XAR SPDR S&P Aerospace & Defense ETF

+1.01%

+$2,787.76

GLD SPDR Gold Shares

+0.97%

+$1,777.08

PGR Progressive Corporation

+0.86%

+$2,192.96

VZ Verizon Communications Inc.

+0.81%

+$1,950.37

YUM Yum! Brands, Inc.

+0.79%

+$1,677.36

JPM JPMorgan Chase & Co.

+0.62%

+$3,516.63

BRK-A Berkshire Hathaway Inc.

+0.61%

+$4,523.6

T AT&T Inc.

+0.58%

+$2,487.78

BRK-B Berkshire Hathaway Inc.

+0.51%

+$2,254.23

TJX The TJX Companies, Inc.

+0.42%

+$966.55

NEE NextEra Energy, Inc.

+0.4%

+$921.6

SO The Southern Company

+0.33%

+$720.64

AGG iShares Core U.S. Aggregate Bond ETF

+0.13%

+$1,890.05

FBND Fidelity Total Bond ETF

+0.12%

+$33,823.74

ED Consolidated Edison, Inc.

+0.09%

+$204.44

PG Procter & Gamble Co

+0.06%

+$350.96

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.03%

+$219.55

META Meta Platforms Inc Class A

-4.76%

-$15,695.92

IBM International Business Machines Corporation

-3.33%

-$37,784.8

KO The Coca-Cola Company

-2.51%

-$8,911.49

MSFT Microsoft Corp.

-2.11%

-$19,674.81

GOOGL Alphabet Inc

-1.92%

-$5,947.05

MAGS Roundhill Magnificent Seven Fund

-1.87%

-$433,789.42

V Visa Inc. Class A

-1.8%

-$6,049.62

DIS The Walt Disney Company

-1.75%

-$3,695.76

HBAN Huntington Bancshares Incorporated

-1.13%

-$10,165.26

NVDA NVIDIA Corporation

-1.09%

-$2,807.47

IWF iShares Russell 1000 Growth ETF

-0.89%

-$97,958.3

PEP PepsiCo, Inc.

-0.88%

-$2,362.83

QQQ Invesco QQQ Trust, Series 1

-0.88%

-$3,577.82

TCAF T. Rowe Price Capital Appreciation Equity ETF

-0.81%

-$3,264.91

IJR iShares Core S&P Small-Cap ETF

-0.67%

-$37,975.41

VIOO Vanguard S&P Small-Cap 600 ETF

-0.66%

-$12,357

COST Costco Wholesale Corporation

-0.55%

-$1,642.22

CGNG Capital Group New Geography Equity ETF

-0.52%

-$87,633.57

IVV iShares Core S&P 500 ETF

-0.51%

-$2,352.13

VOO Vanguard S&P 500 ETF

-0.51%

-$12,414.2

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.5%

-$3,145.12

XLK State Street Technology Select Sector SPDR ETF

-0.46%

-$139,307.14

QUS SPDR MSCI USA StrategicFactors ETF

-0.41%

-$6,663.58

IJH iShares Core S&P Mid-Cap ETF

-0.37%

-$5,680.08

CGMM Capital Group U.S. Small and Mid Cap ETF

-0.36%

-$73,795.85

AAPL Apple Inc.

-0.31%

-$10,018.54

EFA iShares MSCI EAFE ETF

-0.29%

-$41,426.7

FSMD Fidelity Small-Mid Multifactor ETF

-0.27%

-$34,560.96

FE FirstEnergy Corp.

-0.11%

-$328.19

ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund

-0.09%

-$218.22

CGGO Capital Group Global Growth Equity ETF

-0.08%

-$294.99

Events

Dividends

Dividend Analysis

No Data

Trades 175	Longs Won 117/175 66%	Profit Factor 12.31
Profitability	Shorts Won 0/0 0%	Standard Deviation $641,022.02
Average Win $254,366.62	Best Trade (Jul 14) $7.67M	Sharpe Ratio -14.4
Average Loss -$41,675.95	Worst Trade (Jul 14) -$595,878.48	Z-Score 4.96 (100%)
Commissions $0	Avg. Trade Length 7m 1w 6d	Expectancy $156,249.66

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	4,525	4,072	3,620	3,167	2,715	2,262	1,810	1,357	905	452