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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, BND, BNDX, VOO, and represent 75.99% of Prospera Capital Management's stock portfolio.
Added to shares of these 10 stocks: VTI, BND, VCIT, VCSH, VXUS, AVGO, BNDX, META, JNJ, ASML.
Started 4 new stock positions in AVGO, JNJ, META, ASML.
Reduced shares in these 2 stocks: GOOG, VUG.
Prospera Capital Management was a net buyer of stock by $5.9M.
Prospera Capital Management has $199M in assets under management (AUM), dropping by 0.56%.
Central Index Key (CIK): 0002082673

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Portfolio Holdings for Prospera Capital Management

Prospera Capital Management holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	39.0	$78M		242k	320.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	13.7	$27M		353k	77.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.0	$18M	+6%	245k	73.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	7.8	$16M	+2%	323k	47.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$13M		22k	597.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.6	$7.1M	+3%	34k	205.80	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$4.4M		58k	75.10	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$4.1M		9.4k	436.81	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$3.6M	+5%	18k	196.20	View chart
NVIDIA Corporation (NVDA)	1.7	$3.4M		19k	174.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$3.3M		52k	64.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$2.8M		4.9k	577.22	View chart
Apple (AAPL)	0.9	$1.7M		6.8k	253.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.2M		23k	49.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.0M	+143%	13k	82.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$961k		4.4k	217.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$923k	-15%	3.2k	286.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$818k	+109%	10k	79.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$806k		7.3k	110.47	View chart
Microsoft Corporation (MSFT)	0.4	$802k	+5%	2.2k	370.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$765k		3.6k	215.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$748k		30k	24.75	View chart
JPMorgan Chase & Co. (JPM)	0.4	$721k		2.5k	294.16	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.4	$713k		9.3k	76.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$701k		9.1k	76.90	View chart
Amazon (AMZN)	0.3	$613k	+13%	2.9k	208.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$605k		2.1k	287.23	View chart
Chevron Corporation (CVX)	0.3	$577k	+2%	2.8k	206.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$534k		2.0k	261.95	View chart
Palantir Technologies Cl A (PLTR)	0.2	$495k		3.4k	146.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$488k	+11%	2.9k	169.66	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$479k		1.4k	337.89	View chart
Wal-Mart Stores (WMT)	0.2	$353k		2.8k	124.28	View chart
Broadcom (AVGO)	0.2	$336k	NEW	1.1k	309.51	View chart
Nextera Energy (NEE)	0.2	$319k		3.4k	92.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$304k	+4%	5.6k	54.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$301k		1.6k	184.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$272k		3.5k	78.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$263k		3.0k	88.16	View chart
Mastercard Incorporated Cl A (MA)	0.1	$257k		515.00	499.66	View chart
Meta Platforms Cl A (META)	0.1	$243k	NEW	424.00	572.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$224k	+4%	467.00	479.20	View chart
Johnson & Johnson (JNJ)	0.1	$223k	NEW	912.00	244.50	View chart
Charles Schwab Corporation (SCHW)	0.1	$221k		2.4k	93.99	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$215k	NEW	163.00	1320.83	View chart

Past Filings by Prospera Capital Management

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

Prospera Capital Management 2026 Q1 filed April 8, 2026
Prospera Capital Management 2025 Q4 filed Jan. 20, 2026
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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