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CIK: 0002042930
Total reported value
$138.1M
$138.1M
40 檔
63.8%
According to the latest 13F quarterly dataset, Prosperity Advisers, LLC managed an equity portfolio of $138.1M at the end of Q4 2025, spanning 40 distinct U.S. exchange-listed positions.
During Q4 2025, Prosperity Advisers, 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 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 25.42% | -0.49% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.09% | -0.41% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 12.85% | -0.05% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 12.70% | +0.63% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 6.63% | +0.21% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.63% | — | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | -0.02% | — | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.91% | -0.15% | — | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.81% | -0.21% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.64% | -0.11% | — | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.38% | -0.18% | — | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.11% | -0.09% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.03% | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.06% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.02% | — | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.85% | -0.03% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.02% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.02% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.05% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.02% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.04% | — | |
| 22 | ED | Consolidated Edison Inc | Stock-Utilities | 0.38% | -0.05% | — | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.15% | — | |
| 24 | BR | Broadridge Financial Solutio | Stock-Tech | 0.32% | -0.06% | — | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.29% | -0.03% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | — | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.28% | -0.04% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | +0.02% | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | +0.03% | — | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.25% | +0.09% | — | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.25% | -0.01% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.21% | +0.18% | NEW | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.24% | EXIT | |
| 38 | WSFS | Wsfs Financial CORP | Stock-Other | 0.19% | +0.01% | — | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.18% | -0.03% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | +0.16% | NEW |
According to official SEC Form 13F filings, Prosperity Advisers, LLC reported a total U.S. public equity portfolio value of $138.1M across 40 disclosed positions in Q4 2025.
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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 VEA, VTI, VTV) accounted for 63.8% of total reported equity market value during Q4 2025.
During Q4 2025, Prosperity Advisers, LLC's top holdings by market value included VEA (25.4%)、VTI (15.1%)、VTV (12.8%). The largest single position, VEA, represented 25.4% of total portfolio value.
In Q4 2025, Prosperity Advisers, 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.
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