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 73.25% of Prosperity Advisers's stock portfolio.
- Added to shares of these 10 stocks: VEA, VWO, MU, VUG, VB, VTV, DFAI, NVDA, GLD, META.
- Started 1 new stock position in MU.
- Reduced shares in these 10 stocks: VTI, TSM, , VOO, VO, ED, JPM, SHV, TSLA, AAPL.
- Sold out of its positions in SPY, TSM.
- Prosperity Advisers was a net buyer of stock by $1.4M.
- Prosperity Advisers has $120M in assets under management (AUM), dropping by -0.67%.
- Central Index Key (CIK): 0002042930
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Portfolio Holdings for Prosperity Advisers
Prosperity Advisers holds 39 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 Tax-managed Fds Van Ftse Dev Mkt (VEA) | 27.2 | $33M | +3% | 511k | 64.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 14.0 | $17M | -3% | 53k | 320.81 |
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| Vanguard Index Fds Value Etf (VTV) | 13.4 | $16M | 82k | 196.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 11.6 | $14M | 32k | 436.78 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.9 | $8.3M | +2% | 32k | 261.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.1 | $7.4M | +7% | 136k | 54.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $3.1M | -3% | 5.2k | 597.53 |
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| Spdr Series Trust State Street Spd (SPTI) | 1.9 | $2.3M | 81k | 28.66 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $2.2M | 27k | 82.75 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $2.0M | 25k | 79.27 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 1.4 | $1.6M | 15k | 110.39 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.2M | +6% | 6.8k | 174.41 |
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| Automatic Data Processing (ADP) | 0.9 | $1.1M | 5.2k | 204.88 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $1.0M | 21k | 49.95 |
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| Apple (AAPL) | 0.8 | $1.0M | -2% | 4.0k | 253.77 |
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| Tesla Motors (TSLA) | 0.8 | $922k | -2% | 2.5k | 371.75 |
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| Amazon (AMZN) | 0.6 | $777k | +2% | 3.7k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $608k | 2.1k | 286.89 |
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| Microsoft Corporation (MSFT) | 0.5 | $544k | +3% | 1.5k | 370.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $500k | +14% | 1.2k | 430.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $480k | 2.2k | 215.06 |
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| Consolidated Edison (ED) | 0.4 | $449k | -13% | 4.0k | 113.18 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $421k | +23% | 11k | 38.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $383k | -16% | 1.3k | 287.18 |
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| Public Service Enterprise (PEG) | 0.3 | $350k | 4.3k | 80.95 |
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| Home Depot (HD) | 0.3 | $322k | 978.00 | 328.89 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.3 | $321k | 9.0k | 35.71 |
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| Meta Platforms Cl A (META) | 0.3 | $310k | +14% | 542.00 | 572.23 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $299k | +5% | 429.00 | 697.97 |
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| Johnson & Johnson (JNJ) | 0.2 | $290k | 1.2k | 244.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $289k | +7% | 500.00 | 577.18 |
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| Broadridge Financial Solutions (BR) | 0.2 | $281k | 1.7k | 163.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $278k | +12% | 966.00 | 287.70 |
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| Boeing Company (BA) | 0.2 | $273k | 1.4k | 199.03 |
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| WSFS Financial Corporation (WSFS) | 0.2 | $269k | 4.1k | 65.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $237k | 363.00 | 653.21 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $227k | -12% | 770.00 | 294.16 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $213k | 3.0k | 70.91 |
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| Micron Technology (MU) | 0.2 | $206k | NEW | 610.00 | 337.99 |
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Past Filings by Prosperity Advisers
SEC 13F filings are viewable for Prosperity Advisers going back to 2025
- Prosperity Advisers 2026 Q1 filed April 24, 2026
- Prosperity Advisers 2025 Q4 filed Jan. 23, 2026