PFA

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:

19.84%

Gain -0.84%

Monthly

1.64%

Yearly

19.84%

Drawdown

7.63%

$193.33M

Equity

Holdings

$193.33M

Investment

$165.65M

$32.24M

Profit -$1.65M

Realized

$4.56M

Unrealized

$27.68M

Dividends

$2.65M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.84%

Profit

-$1.65M

Win %

63%

This Week

Compared To Last Week

Gain

-0.04%

Profit

-$76,451.68

Win %

63%

This Month

Compared to last month

Gain

-0.04%

Profit

-$76,451.68

Win %

63%

This Year

Compared to last year

Gain

-5.8%

Profit

-$6.74M

Win %

62%

Gainers
Losers

META Meta Platforms Inc Class A

+4.24%

+$12,573.6

TJX The TJX Companies, Inc.

+2.75%

+$6,290.01

XOM Exxon Mobil Corporation

+2.11%

+$16,068.2

YUM Yum! Brands, Inc.

+1.3%

+$2,658.72

BRK-A Berkshire Hathaway Inc.

+0.91%

+$6,400.08

BRK-B Berkshire Hathaway Inc.

+0.89%

+$3,751.11

COST Costco Wholesale Corporation

+0.79%

+$2,373.84

FE FirstEnergy Corp.

+0.54%

+$1,461.91

KO The Coca-Cola Company

+0.48%

+$1,565.25

PEP PepsiCo, Inc.

+0.38%

+$1,037.34

JNJ Johnson & Johnson

+0.31%

+$1,357.3

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.02%

+$131.73

SO The Southern Company

+0.01%

+$22.52

JPM JPMorgan Chase & Co.

IBM International Business Machines Corporation

-7.1%

-$121,014.88

T AT&T Inc.

-4.38%

-$21,072.96

NVDA NVIDIA Corporation

-3.55%

-$9,860.4

MSFT Microsoft Corp.

-3.11%

-$31,926.44

VZ Verizon Communications Inc.

-2.54%

-$6,675.21

XAR SPDR S&P Aerospace & Defense ETF

-2.1%

-$6,212.7

DIS The Walt Disney Company

-1.92%

-$4,131.18

HBAN Huntington Bancshares Incorporated

-1.85%

-$14,521.8

PGR Progressive Corporation

-1.69%

-$4,102.56

AAPL Apple Inc.

-1.58%

-$48,913.66

CGNG Capital Group New Geography Equity ETF

-1.37%

-$243,952.92

IWF iShares Russell 1000 Growth ETF

-1.35%

-$157,644.52

ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund

-1.2%

-$2,802.8

V Visa Inc. Class A

-1.16%

-$3,378.24

MAGS Roundhill Magnificent Seven Fund

-1.13%

-$265,377.06

XLK State Street Technology Select Sector SPDR ETF

-1%

-$338,439.42

GLD SPDR Gold Shares

-0.99%

-$2,053.18

VIOO Vanguard S&P Small-Cap 600 ETF

-0.94%

-$16,613.3

IJR iShares Core S&P Small-Cap ETF

-0.91%

-$48,907.72

EFA iShares MSCI EAFE ETF

-0.84%

-$122,208.76

CGGO Capital Group Global Growth Equity ETF

-0.79%

-$3,255.78

GOOGL Alphabet Inc

-0.79%

-$2,493.92

IVV iShares Core S&P 500 ETF

-0.71%

-$3,283.87

VOO Vanguard S&P 500 ETF

-0.71%

-$17,373.98

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.68%

-$4,360.28

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

-0.64%

-$131,549.11

TCAF T. Rowe Price Capital Appreciation Equity ETF

-0.53%

-$2,095.39

NEE-PN NextEra Energy, Inc. Series N J

-0.47%

-$281.6

QUS SPDR MSCI USA StrategicFactors ETF

-0.4%

-$6,456.75

PG Procter & Gamble Co

-0.26%

-$1,527.73

QQQ Invesco QQQ Trust

-0.26%

-$1,127.1

ED Consolidated Edison, Inc.

-0.25%

-$559.52

FBND Fidelity Total Bond ETF

-0.21%

-$58,422.82

AGG iShares Core U.S. Aggregate Bond ETF

-0.19%

-$2,764.5

IJH iShares Core S&P Mid-Cap ETF

-0.09%

-$1,318.59

FSMD Fidelity Small-Mid Multifactor ETF

-0.04%

-$4,937.28

Events

Dividends

Dividend Analysis

No Data

Trades 175	Longs Won 109/175 62%	Profit Factor 17.57
Profitability	Shorts Won 0/0 0%	Standard Deviation $829,877.53
Average Win $313,596.25	Best Trade (Jun 03) $9.56M	Sharpe Ratio -15.8
Average Loss -$29,475.29	Worst Trade (May 19) -$728,295.92	Z-Score 1.66 (90.31%)
Commissions $0	Avg. Trade Length 6m 2w	Expectancy $184,209.27

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	6,579	5,921	5,263	4,605	3,947	3,289	2,632	1,974	1,316	658