13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002082673
Total reported value
$319.8M
$319.8M
15 檔
36.5%
In Q4 2024, Prospera Capital Management, LLC's U.S. equity holdings reached a combined market value of $319.8M, distributed across 15 disclosed stock positions.
During Q4 2024, Prospera Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 45.41% | -2.75% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 13.96% | +1.24% | — | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.26% | -0.89% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 8.64% | -1.98% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.06% | +1.72% | — | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.18% | +0.22% | — | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.14% | +2.64% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | -0.50% | — | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.96% | -0.16% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.73% | -0.12% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.79% | -0.10% | — | |
| 12 | TY | Tri-continental CORP | Stock-Other | 0.68% | — | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.41% | — | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | +0.07% | NEW | |
| 15 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.38% | — | — |
According to official SEC Form 13F filings, Prospera Capital Management, LLC reported a total U.S. public equity portfolio value of $319.8M across 15 disclosed positions in Q4 2024.
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 VTI, VXUS, BNDX) accounted for 36.5% of total reported equity market value during Q4 2024.
During Q4 2024, Prospera Capital Management, LLC's top holdings by market value included VTI (45.4%)、VXUS (14.0%)、BNDX (9.3%). The largest single position, VTI, represented 45.4% of total portfolio value.
In Q4 2024, Prospera Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.