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Prosperity Advisers

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

Top 5 stock holdings are VEA, VTV, VTI, VUG, VB, and represent 72.41% of Prosperity Advisers's stock portfolio.
Added to shares of these 10 stocks: VEA, VTV, VUG, VWO, AVUS, MU, AVUV, VB, AVIV, DFLV.
Started 4 new stock positions in DFEM, AVIV, AVUS, AVUV.
Reduced shares in these 10 stocks: SHV, VTI, WDC, Dimensional Etf Trust, NVDA, AAPL, TSLA, HD, JPM, ADP.
Sold out of its positions in Dimensional Etf Trust, WDC.
Prosperity Advisers was a net buyer of stock by $5.6M.
Prosperity Advisers has $144M in assets under management (AUM), dropping by 4.21%.
Central Index Key (CIK): 0002042930

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Portfolio Holdings for Prosperity Advisers

Prosperity Advisers holds 46 positions in its portfolio as reported in the September 2026 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)	26.3	$38M	+3%	537k	70.61	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	13.4	$19M	+5%	89k	216.08	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	13.0	$19M		50k	374.24	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	13.0	$19M	+5%	207k	90.11	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	6.7	$9.7M	+4%	34k	284.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.3	$9.0M	+7%	152k	59.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$3.6M		5.2k	700.86	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.7	$2.4M	+4%	90k	27.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.5	$2.2M	+2%	28k	78.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.5	$2.2M	+3%	28k	77.25	View chart
NVIDIA Corporation (NVDA)	1.0	$1.5M	-9%	6.3k	228.63	View chart
Apple (AAPL)	0.9	$1.3M	-2%	4.0k	333.02	View chart
Automatic Data Processing (ADP)	0.9	$1.2M		4.8k	259.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$1.2M	+5%	24k	49.22	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.8	$1.1M	-30%	10k	110.32	View chart
Micron Technology (MU)	0.7	$982k	+79%	922.00	1065.11	View chart
Amazon (AMZN)	0.6	$920k		3.7k	249.15	View chart
Microsoft Corporation (MSFT)	0.6	$853k	+3%	1.7k	512.89	View chart
Tesla Motors (TSLA)	0.6	$808k	-2%	2.3k	354.81	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.5	$777k	+52%	19k	40.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$748k		2.2k	340.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$661k	+61%	18k	37.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$606k	NEW	4.7k	128.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$519k		2.2k	233.31	View chart
Meta Platforms Cl A (META)	0.4	$511k	+3%	704.00	725.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$459k	+7%	11k	41.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$423k	+2%	3.4k	125.68	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$416k	NEW	3.5k	117.77	View chart
Consolidated Edison (ED)	0.3	$408k		4.0k	102.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$393k		1.0k	380.84	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$373k		4.8k	78.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$337k		980.00	344.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$333k		450.00	740.53	View chart
WSFS Financial Corporation (WSFS)	0.2	$311k		4.1k	75.57	View chart
Public Service Enterprise (PEG)	0.2	$298k	+2%	4.4k	67.34	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$286k	NEW	3.6k	79.63	View chart
Home Depot (HD)	0.2	$281k	-4%	988.00	284.49	View chart
Broadridge Financial Solutions (BR)	0.2	$280k		1.7k	162.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$278k		363.00	765.85	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$265k	+25%	6.7k	39.31	View chart
Boeing Company (BA)	0.2	$262k		1.4k	186.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$240k		524.00	457.29	View chart
JPMorgan Chase & Co. (JPM)	0.2	$235k	-4%	710.00	330.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$226k		296.00	764.23	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$213k	NEW	5.4k	39.72	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$206k		2.5k	83.05	View chart

Past Filings by Prosperity Advisers

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

Prosperity Advisers 2026 Q3 filed Oct. 28, 2026
Prosperity Advisers 2026 Q2 filed July 29, 2026
Prosperity Advisers 2026 Q1 filed April 24, 2026
Prosperity Advisers 2025 Q4 filed Jan. 23, 2026

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