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CIK: 0001965756
Total reported value
$2.0B
$2.0B
377 檔
20.7%
According to the latest 13F quarterly dataset, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors managed an equity portfolio of $2.0B at the end of Q4 2025, spanning 377 distinct U.S. exchange-listed positions.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 9 holdings and trimming 17 positions.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.37% | +2.16% | +8.67% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.70% | -0.32% | -29.79% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.54% | +0.17% | +22.41% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.27% | +0.60% | +3.05% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.24% | +0.21% | +4.36% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.12% | -0.46% | +61.55% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.01% | -0.26% | -16.46% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.84% | +0.08% | +96.64% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.54% | +0.25% | +3.04% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.37% | — | +22.99% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.04% | -0.09% | -48.85% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.89% | +0.72% | +24.69% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.01% | +11.06% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.59% | -1.43% | -40.02% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.46% | -0.16% | +79.22% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.33% | -0.07% | +20.21% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.32% | +0.67% | +25.48% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.31% | -0.35% | +21.79% | |
| 19 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.25% | -1.28% | +2963.36% | |
| 20 | DFIC | Dimensional International Co | ETF-Other | 1.18% | -0.05% | -50.24% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.27% | +95.86% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | +0.02% | -4.60% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | +0.09% | +2.95% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.13% | +2.70% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.01% | +0.20% | +45.78% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.98% | -0.03% | +6.13% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.92% | +0.08% | +21.82% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.90% | -0.21% | +48.81% | |
| 29 | MBB | Ishares Mbs ETF | ETF-Other | 0.84% | -0.05% | +41.61% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.81% | -0.01% | -12.17% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | -0.01% | +8.86% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.06% | -7.64% | |
| 33 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.64% | -0.03% | +27.28% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.05% | -7.37% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.63% | -0.05% | -10.88% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | -12.30% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.04% | +67.74% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.53% | -0.01% | +1.08% | |
| 39 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.52% | -0.02% | -6.74% | |
| 40 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.50% | -0.01% | -5.78% | |
| 41 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.49% | +0.04% | -49.97% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.07% | +41.74% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.42% | -0.02% | -31.57% | |
| 44 | DGCB | Dimensional Global Credit | ETF-Other | 0.42% | -0.03% | -13.01% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.40% | +0.09% | -12.68% | |
| 46 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.40% | -0.10% | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | -0.05% | +284.83% | |
| 48 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.38% | -0.01% | -38.84% | |
| 49 | AIRR | First Trust Rba American Ind | ETF-Other | 0.38% | -0.01% | -3.22% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.22% | +283.13% |
According to official SEC Form 13F filings, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported a total U.S. public equity portfolio value of $2.0B across 377 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFAC, DYNF) accounted for 20.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZALT
市值: $6.7M
Top Position Liquidated / Trimmed
BLOK
前期市值: $6.0M
During Q4 2025, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's top holdings by market value included SPYM (8.4%)、DFAC (6.7%)、DYNF (3.5%). The largest single position, SPYM, represented 8.4% of total portfolio value.
In Q4 2025, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors made 50 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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