Prosperity Advisers

Prosperity Advisers as of June 30, 2026

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
Vanguard Index Fds Total Stk Mkt (VTI) 13.6 $19M 51k 370.04
Vanguard Index Fds Value Etf (VTV) 13.4 $19M 85k 217.93
Vanguard Index Fds Growth Etf (VUG) 12.2 $17M 196k 86.14
Vanguard Index Fds Small Cp Etf (VB) 7.1 $9.9M 33k 303.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $8.5M 142k 59.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $3.6M 5.2k 686.81
Spdr Series Trust St Inter Etf (SPTI) 1.8 $2.4M 86k 28.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $2.2M 27k 82.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $2.2M 27k 79.03
Ishares Tr Trust Ishare 0-1 (SHV) 1.2 $1.6M 15k 110.35
NVIDIA Corporation (NVDA) 1.0 $1.4M 7.0k 200.09
Apple (AAPL) 0.9 $1.2M 4.1k 289.35
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.1M 23k 50.23
Automatic Data Processing (ADP) 0.8 $1.1M 4.8k 225.66
Tesla Motors (TSLA) 0.7 $986k 2.3k 420.60
Amazon (AMZN) 0.6 $868k 3.6k 238.34
Alphabet Cap Stk Cl C (GOOG) 0.6 $774k 2.2k 353.29
Microsoft Corporation (MSFT) 0.4 $601k 1.6k 372.96
Micron Technology (MU) 0.4 $593k 514.00 1154.29
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $527k 2.2k 236.62
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.4 $501k 13k 39.54
Consolidated Edison (ED) 0.3 $447k 4.0k 110.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $426k 10k 41.25
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $406k 11k 37.26
Vanguard World Inf Tech Etf (VGT) 0.3 $391k 3.3k 119.52
Meta Platforms Cl A (META) 0.3 $385k 683.00 563.39
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $384k 4.8k 80.57
Spdr Gold Tr Gold Shs (GLD) 0.3 $375k 1.0k 368.38
Home Depot (HD) 0.3 $365k 1.0k 352.68
Public Service Enterprise (PEG) 0.3 $353k 4.3k 81.16
Alphabet Cap Stk Cl A (GOOGL) 0.3 $352k 986.00 357.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $332k 450.00 737.21
WSFS Financial Corporation (WSFS) 0.2 $316k 4.1k 76.73
Boeing Company (BA) 0.2 $305k 1.4k 216.47
Ishares Tr Core S&p500 Etf (IVV) 0.2 $272k 363.00 748.89
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $251k 524.00 478.51
JPMorgan Chase & Co. (JPM) 0.2 $245k 747.00 327.33
Western Digital (WDC) 0.2 $243k 380.00 638.72
Broadridge Financial Solutions (BR) 0.2 $237k 1.7k 137.93
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $221k 295.00 749.13
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $215k 5.4k 40.21
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.2 $211k 5.4k 38.79
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $203k 2.5k 81.95