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Prospera Capital Management

Latest statistics and disclosures from Prospera Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VXUS, BNDX, BND, VOO, and represent 74.87% of Prospera Capital Management's stock portfolio.
Added to shares of these 10 stocks: VTI (+$6.7M), VEU, BNDX, VXUS, BND, VCIT, TSM, VXF, VCSH, IAU.
Started 6 new stock positions in VCSH, TSM, BRK.B, IAU, AFL, VCIT.
Reduced shares in these 6 stocks: SCHD, VOO, VUG, VTV, OXY, VBR.
Sold out of its position in SCHD.
Prospera Capital Management was a net buyer of stock by $14M.
Prospera Capital Management has $207M in assets under management (AUM), dropping by 14.48%.
Central Index Key (CIK): 0002082673

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Portfolio Holdings for Prospera Capital Management

Prospera Capital Management holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	40.2	$83M	+8%	254k	328.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	13.0	$27M	+4%	365k	73.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	7.6	$16M	+7%	320k	49.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.4	$15M	+4%	206k	74.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.6	$14M		22k	612.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.5	$7.1M	+88%	100k	71.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.4	$7.1M	+4%	34k	209.34	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$4.8M	-2%	10k	479.63	View chart
NVIDIA Corporation (NVDA)	1.9	$3.9M		21k	186.58	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$3.3M		18k	186.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$3.1M		51k	59.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$2.9M		4.9k	600.38	View chart
Apple (AAPL)	0.8	$1.7M		6.7k	254.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.2M		23k	50.06	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.1M	+4%	5.9k	182.42	View chart
Tri-Continental Corporation (TY)	0.5	$998k		29k	34.00	View chart
Microsoft Corporation (MSFT)	0.5	$955k		1.8k	517.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$923k	-2%	4.4k	208.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$921k		4.3k	215.77	View chart
JPMorgan Chase & Co. (JPM)	0.4	$767k		2.4k	315.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$727k		7.3k	99.53	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.3	$717k		9.3k	76.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$703k		30k	23.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$695k		8.9k	77.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$692k	+19%	2.8k	243.55	View chart
Amazon (AMZN)	0.3	$654k	+13%	3.0k	219.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$618k		2.1k	293.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$518k		2.0k	254.31	View chart
Occidental Petroleum Corporation (OXY)	0.2	$462k	-6%	9.8k	47.25	View chart
Chevron Corporation (CVX)	0.2	$422k		2.7k	155.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$417k	NEW	5.0k	84.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$362k		772.00	468.48	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$348k		5.1k	68.58	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$338k	NEW	1.2k	279.30	View chart
Garmin SHS (GRMN)	0.2	$314k		1.3k	246.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$293k		5.4k	54.18	View chart
Wal-Mart Stores (WMT)	0.1	$292k		2.8k	103.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$290k	NEW	3.6k	79.84	View chart
Exxon Mobil Corporation (XOM)	0.1	$289k		2.6k	112.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$285k		1.6k	174.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$284k		3.6k	78.65	View chart
Caterpillar (CAT)	0.1	$262k		549.00	477.57	View chart
Nextera Energy (NEE)	0.1	$256k		3.4k	75.48	View chart
Charles Schwab Corporation (SCHW)	0.1	$223k		2.3k	95.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$217k	NEW	3.0k	72.77	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$212k		723.00	293.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$203k	NEW	404.00	502.74	View chart
AFLAC Incorporated (AFL)	0.1	$200k	NEW	1.8k	111.71	View chart

Past Filings by Prospera Capital Management

SEC 13F filings are viewable for Prospera Capital Management going back to 2025

Prospera Capital Management 2025 Q3 filed Oct. 22, 2025
Prospera Capital Management 2024 Q4 restated filed Sept. 5, 2025
Prospera Capital Management 2025 Q1 restated filed Sept. 5, 2025
Prospera Capital Management 2025 Q2 restated filed Sept. 5, 2025
Prospera Capital Management 2024 Q4 filed Aug. 28, 2025
Prospera Capital Management 2025 Q1 filed Aug. 28, 2025
Prospera Capital Management 2025 Q2 filed Aug. 28, 2025

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