Titelia

Holdings of Presper Financial Architects, LLC

47 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.3 % of the equity sleeve

Sector breakdown

  • Funds 6.3 %
  • Technology 3.5 %
  • Financials 2.1 %
  • Communication 1.2 %
  • Consumer staples 1.1 %
  • Utilities 0.7 %
  • Energy 0.6 %
  • Health care 0.3 %
  • Consumer discretionary 0.3 %
  • Unattributed 83.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US47136.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Fidelity Total Bond ETF 614,97728.1M $
2SELECT SECTOR SPDR TRUST (THE) 170,92922.7M $
3Roundhill Magnificent Seven ET 340,22719.7M $
4Capital Group New Geography Equity ETF 473,69515M $
5iShares MSCI EAFE ETF 138,08913.4M $
6iShares Russell 1000 Growth ETF 22,7819.7M $
7iShares Core S&P Small-Cap ETF 38,3594.8M $
8Apple Inc 9,8222.5M $
9Vanguard S&P 500 ETF 3,5172.1M $
10SPDR Series Trust 8,6541.5M $
11iShares Core U.S. Aggregate Bond ETF 14,5501.4M $
12iShares Core S&P Mid-Cap ETF 20,2861.4M $
13International Business Machines Corp. 5,1761.3M $
14Exxon Mobil Corp 5,101865.4K $
15Microsoft Corp 2,327861.5K $
16SPDR Series Trust 8,782804.8K $
17Huntington Bancshares Inc/OH 48,406757.5K $
18Berkshire Hathaway Inc 1718.1K $
19Procter & Gamble Co/The 4,129596.4K $
20AT&T Inc 19,512565.7K $
21SPDR Series Trust 7,148547.1K $
22JPMorgan Chase & Co 1,651485.7K $
23Johnson & Johnson 1,939474K $
24Berkshire Hathaway Inc 891427K $
25iShares Core S&P 500 ETF 607396.7K $
26T. Rowe Price Capital Appreciation Equity ETF 9,746346.9K $
27Invesco QQQ Trust Series 1 578333.9K $
28Capital Group Global Growth Equity ETF 9,866329.2K $
29Coca-Cola Co/The 4,174317.4K $
30Costco Wholesale Corp 314312.9K $
31FirstEnergy Corp 5,967302.3K $
32PepsiCo Inc 1,921298.4K $
33Meta Platforms Inc 496283.8K $
34Visa Inc 918277.5K $
35Verizon Communications Inc 5,494275.8K $
36SPDR Series Trust 1,062269.7K $
37Alphabet Inc 872250.8K $
38Progressive Corp/The 1,232244.2K $
39Consolidated Edison Inc 2,152243.6K $
40NextEra Energy Inc 2,560237.8K $
41TJX Cos Inc/The 1,487237.5K $
42Southern Co/The 2,252217.4K $
43NVIDIA Corp 1,245217.1K $
44Yum! Brands Inc 1,392216.4K $
45SPDR Gold Shares 502216K $
46Walt Disney Co/The 2,124204.7K $
47Eaton Vance Tax-Advantaged Global Dividend Income Fund 10,010201.4K $