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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002066674

Presper Financial Architects, LLC

AKRON, OH · File #028-25659

Latest AUM
$176.9M
Positions
54
Top-10 Concentration
86.0%
Filings
3

Sector Allocation

Technology
2.2%$3.9M
Financials
1.7%$3.0M
Industrials
0.7%$1.3M
Utilities
0.3%$619,944
Energy
0.3%$613,699
Consumer Staples
0.3%$564,143
Healthcare
0.2%$397,601

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIDELITY MERRIMACK STR TR316188309578,397$26.6M15.13%
2SELECT SECTOR SPDR TR81369Y803168,289$24.2M13.76%
3SPDR SERIES TRUST78464A771141,662$21.2M12.07%
4ISHARES TR464287507308,390$20.4M11.56%
5ISHARES TR464287465167,362$16.1M9.13%
6SPDR SERIES TRUST78468R81279,528$13.9M7.87%
7ISHARES TR464287804106,017$12.7M7.24%
8ISHARES TR46428761422,264$10.5M5.99%
9FIDELITY COVINGTON TRUST31609252770,673$3.1M1.77%
10APPLE INCAAPL9,760$2.7M1.51%
11VANGUARD INDEX FDS9229083633,635$2.3M1.29%
12INTERNATIONAL BUSINESS MACHSINTR5,164$1.5M0.87%
13VANGUARD ADMIRAL FDS INC92193282813,730$1.5M0.87%
14ISHARES TR46428722614,919$1.5M0.85%
15MICROSOFT CORPMSFT2,221$1.1M0.61%
16EATON VANCE TX ADV GLBL DIVETN44,904$1.0M0.59%
17HANCOCK JOHN TAX-ADVANTAGED41013V10042,581$1.0M0.57%
18T ROWE PRICE ETF INC87283Q86723,253$888,7300.50%
19HUNTINGTON BANCSHARES INCHBANP48,406$839,8370.48%
20CAPITAL GROUP GBL GROWTH EQT14020X10423,747$822,8340.47%