Prosperity Advisers

Latest statistics and disclosures from Prosperity Advisers's latest quarterly 13F-HR filing:

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Positions held by Prosperity Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prosperity Advisers

Prosperity Advisers holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 25.4 $31M 493k 62.47
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Vanguard Index Fds Total Stk Mkt (VTI) 15.1 $18M 55k 335.27
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Vanguard Index Fds Value Etf (VTV) 12.8 $16M 82k 190.99
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Vanguard Index Fds Growth Etf (VUG) 12.7 $15M 32k 487.86
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Vanguard Index Fds Small Cp Etf (VB) 6.6 $8.0M 31k 257.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $6.8M 127k 53.76
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $3.4M 5.4k 627.13
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Spdr Series Trust State Street Spd (SPTI) 1.9 $2.3M 80k 28.84
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.2M 26k 83.75
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $2.0M 25k 79.73
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Ishares Tr Trust Ishare 0-1 (SHV) 1.4 $1.7M 15k 110.15
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Automatic Data Processing (ADP) 1.1 $1.3M 5.2k 258.93
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NVIDIA Corporation (NVDA) 1.0 $1.2M 6.4k 186.50
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Tesla Motors (TSLA) 0.9 $1.1M 2.6k 449.72
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Apple (AAPL) 0.9 $1.1M 4.1k 271.89
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $1.0M 21k 49.46
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Amazon (AMZN) 0.7 $840k 3.6k 230.82
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Microsoft Corporation (MSFT) 0.6 $688k 1.4k 483.71
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Alphabet Cap Stk Cl C (GOOG) 0.5 $665k 2.1k 313.74
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $491k 2.2k 219.78
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $462k 1.6k 290.22
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Consolidated Edison (ED) 0.4 $456k 4.6k 99.32
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Spdr Gold Tr Gold Shs (GLD) 0.3 $401k 1.0k 396.31
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Broadridge Financial Solutions (BR) 0.3 $385k 1.7k 224.14
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Public Service Enterprise (PEG) 0.3 $347k 4.3k 80.30
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Home Depot (HD) 0.3 $337k 978.00 344.10
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $334k 8.8k 38.11
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Meta Platforms Cl A (META) 0.3 $312k 473.00 660.19
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Vanguard World Inf Tech Etf (VGT) 0.3 $308k 408.00 753.78
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $307k 9.0k 34.21
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Boeing Company (BA) 0.2 $298k 1.4k 217.12
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $286k 465.00 614.31
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JPMorgan Chase & Co. (JPM) 0.2 $283k 879.00 322.22
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $269k 858.00 313.00
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $258k 847.00 304.69
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $249k 363.00 684.94
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Johnson & Johnson (JNJ) 0.2 $245k 1.2k 206.95
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WSFS Financial Corporation (WSFS) 0.2 $227k 4.1k 55.24
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Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $223k 3.0k 74.16
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $214k 313.00 683.26
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Past Filings by Prosperity Advisers

SEC 13F filings are viewable for Prosperity Advisers going back to 2025