Prosperity Advisers
Latest statistics and disclosures from Prosperity Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VTI, VTV, VUG, VB, and represent 73.13% of Prosperity Advisers's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$14M), VTV, VEA, DFIC, VGT, VWO, VO, TSM, WDC, SPY.
- Started 6 new stock positions in DFSV, WDC, SPY, TSM, DFIC, DFAE.
- Reduced shares in these 10 stocks: VTI, JNJ, MU, ADP, TSLA, GLD, DFUS, QQQ, VOO, AMZN.
- Sold out of its position in JNJ.
- Prosperity Advisers was a net buyer of stock by $17M.
- Prosperity Advisers has $138M in assets under management (AUM), dropping by 14.77%.
- Central Index Key (CIK): 0002042930
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Portfolio Holdings for Prosperity Advisers
Prosperity Advisers holds 44 positions in its portfolio as reported in the June 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) | 26.7 | $37M | 518k | 71.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 13.6 | $19M | -3% | 51k | 370.04 |
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| Vanguard Index Fds Value Etf (VTV) | 13.4 | $19M | +2% | 85k | 217.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.2 | $17M | +513% | 196k | 86.14 |
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| Vanguard Index Fds Small Cp Etf (VB) | 7.1 | $9.9M | +2% | 33k | 303.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.1 | $8.5M | +3% | 142k | 59.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $3.6M | 5.2k | 686.81 |
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| Spdr Series Trust St Inter Etf (SPTI) | 1.8 | $2.4M | +6% | 86k | 28.39 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.6 | $2.2M | +2% | 27k | 82.65 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $2.2M | +7% | 27k | 79.03 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 1.2 | $1.6M | 15k | 110.35 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.4M | +3% | 7.0k | 200.09 |
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| Apple (AAPL) | 0.9 | $1.2M | +2% | 4.1k | 289.35 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $1.1M | +9% | 23k | 50.23 |
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| Automatic Data Processing (ADP) | 0.8 | $1.1M | -7% | 4.8k | 225.66 |
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| Tesla Motors (TSLA) | 0.7 | $986k | -5% | 2.3k | 420.60 |
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| Amazon (AMZN) | 0.6 | $868k | -2% | 3.6k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $774k | +3% | 2.2k | 353.29 |
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| Microsoft Corporation (MSFT) | 0.4 | $601k | +9% | 1.6k | 372.96 |
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| Micron Technology (MU) | 0.4 | $593k | -15% | 514.00 | 1154.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $527k | 2.2k | 236.62 |
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| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.4 | $501k | +41% | 13k | 39.54 |
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| Consolidated Edison (ED) | 0.3 | $447k | 4.0k | 110.63 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $426k | -4% | 10k | 41.25 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $406k | NEW | 11k | 37.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $391k | +663% | 3.3k | 119.52 |
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| Meta Platforms Cl A (META) | 0.3 | $385k | +26% | 683.00 | 563.39 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $384k | +256% | 4.8k | 80.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $375k | -12% | 1.0k | 368.38 |
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| Home Depot (HD) | 0.3 | $365k | +5% | 1.0k | 352.68 |
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| Public Service Enterprise (PEG) | 0.3 | $353k | 4.3k | 81.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $352k | +2% | 986.00 | 357.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $332k | -10% | 450.00 | 737.21 |
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| WSFS Financial Corporation (WSFS) | 0.2 | $316k | 4.1k | 76.73 |
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| Boeing Company (BA) | 0.2 | $305k | +2% | 1.4k | 216.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $272k | 363.00 | 748.89 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $251k | NEW | 524.00 | 478.51 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $245k | -2% | 747.00 | 327.33 |
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| Western Digital (WDC) | 0.2 | $243k | NEW | 380.00 | 638.72 |
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| Broadridge Financial Solutions (BR) | 0.2 | $237k | 1.7k | 137.93 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $221k | NEW | 295.00 | 749.13 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $215k | NEW | 5.4k | 40.21 |
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| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.2 | $211k | NEW | 5.4k | 38.79 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $203k | -17% | 2.5k | 81.95 |
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Past Filings by Prosperity Advisers
SEC 13F filings are viewable for Prosperity Advisers going back to 2025
- Prosperity Advisers 2026 Q2 filed July 29, 2026
- Prosperity Advisers 2026 Q1 filed April 24, 2026
- Prosperity Advisers 2025 Q4 filed Jan. 23, 2026