Home › Prosperity Consulting Group, LLC

Prosperity Consulting Group, LLC 13F holdings

Filed 2026-08-13 · Prosperity Consulting Group, LLC · 636 positions · $2.6B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
IVVISHARES TR432.5K$323.9M12.3%
EFAISHARES TR1.2M$119.7M4.5%
QQQINVESCO QQQ TR126.3K$93.0M3.5%
AAPLAPPLE INC285.6K$82.6M3.1%
JEPIJ P MORGAN EXCHANGE TRADED F1.4M$79.1M3.0%
QQQMINVESCO EXCH TRADED FD TR II237.9K$72.1M2.7%
IWYISHARES TR246.5K$71.6M2.7%
MGVVANGUARD WORLD FD386.4K$63.2M2.4%
XLKSELECT SECTOR SPDR TR253.1K$48.2M1.8%
EFVISHARES TR626.3K$47.9M1.8%
SPYSTATE STR SPDR S&P 500 ETF T55.6K$41.5M1.6%
DYNFBLACKROCK ETF TRUST584.6K$39.8M1.5%
ICSHISHARES TR762.1K$38.5M1.5%
NVDANVIDIA CORPORATION186.8K$37.4M1.4%
BUFRFIRST TR EXCHNG TRADED FD VI995.9K$36.4M1.4%
BAIBLACKROCK ETF TRUST677.6K$35.7M1.4%
AGGISHARES TR354.9K$35.1M1.3%
VOVANGUARD INDEX FDS375.7K$30.3M1.1%
GOOGLALPHABET INC82.9K$29.6M1.1%
MSFTMICROSOFT CORP76.7K$28.6M1.1%
AMZNAMAZON COM INC106.2K$25.3M1.0%
ACWIISHARES INC272.8K$22.6M0.9%
—ISHARES TR783.2K$21.2M0.8%
IVWISHARES TR152.3K$20.9M0.8%
AVGOBROADCOM INC53.9K$20.4M0.8%
IWSISHARES TR123.5K$20.3M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL40.0K$20.0M0.8%
SCHDSCHWAB STRATEGIC TR617.7K$19.6M0.7%
QUALISHARES TR78.9K$17.3M0.7%
IGIBISHARES TR299.4K$15.9M0.6%
GOOGALPHABET INC44.8K$15.8M0.6%
JPMJPMORGAN CHASE & CO47.4K$15.5M0.6%
SDYSPDR SERIES TRUST96.3K$14.7M0.6%
IWPISHARES TR93.8K$13.7M0.5%
LLYELI LILLY & CO11.2K$13.5M0.5%
IWFISHARES TR108.0K$13.4M0.5%
EFGISHARES TR105.3K$13.1M0.5%
XLCSELECT SECTOR SPDR TR115.4K$12.4M0.5%
XLVSELECT SECTOR SPDR TR75.3K$11.9M0.5%
COSTCOSTCO WHOLESALE CORPORATION12.5K$11.7M0.4%
IEFAISHARES TR120.4K$11.6M0.4%
XLYSELECT SECTOR SPDR TR96.4K$11.3M0.4%
XLFSELECT SECTOR SPDR TR207.1K$11.1M0.4%
IDEFBLACKROCK ETF TRUST341.2K$10.8M0.4%
MUNIPIMCO ETF TR204.8K$10.8M0.4%
FVDFIRST TR EXCHANGE-TRADED FD222.8K$10.7M0.4%
DGROISHARES TR139.3K$10.6M0.4%
PPAINVESCO EXCHANGE TRADED FD T59.5K$10.5M0.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC21.9K$10.5M0.4%
FMDEFIDELITY COVINGTON TRUST256.8K$10.4M0.4%
JPSTJ P MORGAN EXCHANGE TRADED F205.2K$10.4M0.4%
VEAVANGUARD TAX-MANAGED FDS142.4K$10.1M0.4%
VVISA INC28.1K$9.7M0.4%
METAMETA PLATFORMS INC15.8K$8.9M0.3%
IWDISHARES TR36.3K$8.8M0.3%
AOAISHARES TR85.6K$8.4M0.3%
DGRWWISDOMTREE TR86.3K$8.3M0.3%
EXMOCEXXON MOBIL CORP60.1K$8.2M0.3%
PRFINVESCO EXCHANGE TRADED FD T148.1K$8.0M0.3%
WMTWALMART INC70.6K$8.0M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}