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CIK: 0002042930
Total reported value
$138.1M
$138.1M
39 檔
63.8%
As reported in its official Q1 2026 Form 13F filing, Prosperity Advisers, LLC's tracked investment portfolio stood at $138.1M with 39 total positions.
In Q1 2026, Prosperity Advisers, LLC displayed an active expansion posture, initiating 1 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.22% | -0.49% | +3.72% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.03% | -0.41% | -3.46% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 13.44% | -0.05% | +1.19% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 11.61% | +0.63% | +1.44% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 6.94% | +0.21% | +2.39% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.12% | — | +7.37% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | -0.02% | -3.42% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.92% | -0.15% | +0.70% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.83% | -0.21% | +1.62% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.67% | -0.11% | +1.50% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.37% | -0.18% | -1.73% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.03% | +6.20% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | -0.09% | — | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.85% | -0.03% | -1.94% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.02% | -2.07% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.06% | -2.78% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.02% | +2.50% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.02% | +3.23% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.15% | +14.84% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | -0.02% | — | |
| 22 | ED | Consolidated Edison Inc | Stock-Utilities | 0.37% | -0.05% | -13.59% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.35% | -0.04% | +23.41% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | -0.04% | -16.09% | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.29% | -0.03% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.01% | — | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.27% | +0.09% | +0.01% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | +0.02% | +14.59% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | +0.03% | +5.15% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.24% | EXIT | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | +7.53% | |
| 32 | BR | Broadridge Financial Solutio | Stock-Tech | 0.23% | -0.06% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.03% | +12.59% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.23% | -0.01% | — | |
| 35 | WSFS | Wsfs Financial CORP | Stock-Other | 0.22% | +0.01% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | -12.40% | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.18% | -0.03% | — | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.17% | +0.26% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.8% | +3.72% | Add |
| 2 | VTV | Vanguard Value ETF | +0.6% | +1.19% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +7.37% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.3% | +2.39% | Add |
| 5 | GLD | Spdr Gold Shares | +0.1% | +14.84% | Add |
| 6 | DFAI | Dimensional International Co | +0.1% | +23.41% | Add |
| 7 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 8 | WSFS | Wsfs Financial CORP | 0% | — | Unchanged |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +1.50% | Add |
| 10 | DFLV | Dim US Large Cap Value ETF | 0% | +0.01% | Add |
| 11 | VCIT | Vanguard Int-term Corporate | 0% | +1.62% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +12.59% | Add |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +0.70% | Add |
| 14 | VTIP | Vanguard Short-term Tips | — | -1.94% | Trim |
| 15 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 16 | NVDA | Nvidia CORP | — | +6.20% | Add |
| 17 | VGT | Vanguard Info Tech ETF | — | +5.15% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | — | +7.53% | Add |
| 19 | PEG | Public Service Enterprise Gp | — | — | Unchanged |
| 20 | META | Meta Platforms Inc-class A | — | +14.59% | Add |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | 0% | -1.73% | Trim |
| 22 | HD | Home Depot Inc | 0% | — | Unchanged |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 25 | ED | Consolidated Edison Inc | 0% | -13.59% | Trim |
| 26 | BA | Boeing Co/the | 0% | — | Unchanged |
| 27 | AMZN | Amazon.com Inc | 0% | +2.50% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -12.40% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -16.09% | Trim |
| 31 | AAPL | Apple Inc | -0.1% | -2.07% | Trim |
| 32 | BR | Broadridge Financial Solutio | -0.1% | — | Unchanged |
| 33 | MSFT | Microsoft CORP | -0.1% | +3.23% | Add |
| 34 | TSLA | Tesla Inc | -0.2% | -2.78% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | -0.2% | -3.42% | Trim |
| 36 | ADP | Automatic Data Processing | -0.2% | — | Unchanged |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | -3.46% | Trim |
| 38 | VUG | Vanguard Growth ETF | -1.1% | +1.44% | Add |
| 39 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 41 | MU | Micron Technology Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Prosperity Advisers, LLC reported a total U.S. public equity portfolio value of $138.1M across 39 disclosed positions in Q1 2026.
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 VEA, VTI, VTV) accounted for 63.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
MU
市值: $206.2K
Top Position Liquidated / Trimmed
TSM
前期市值: $258.1K
During Q1 2026, Prosperity Advisers, LLC's top holdings by market value included VEA (27.2%)、VTI (14.0%)、VTV (13.4%). The largest single position, VEA, represented 27.2% of total portfolio value.
In Q1 2026, Prosperity Advisers, LLC made 30 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 9 holdings, and fully liquidating 2 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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