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CIK: 0001910398
Total reported value
$2.6B
$2.6B
448 檔
9.7%
As reported in its official Q2 2025 Form 13F filing, Prosperity Consulting Group, LLC's tracked investment portfolio stood at $2.6B with 448 total positions.
During Q2 2025, Prosperity Consulting Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 448 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.27% | -0.60% | +4.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.06% | -1.44% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.38% | -0.47% | +6.69% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -0.33% | -4.86% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.48% | +0.27% | -1.56% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.09% | -0.34% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.27% | -0.15% | -1.17% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | -0.01% | -2.03% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.82% | +0.40% | +6.42% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.14% | +3.72% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.05% | +0.90% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.07% | -1.70% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +0.02% | -3.47% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.15% | -0.13% | +5.94% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.08% | -0.13% | -0.60% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | -0.11% | +5.38% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.05% | -0.08% | -3.80% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.02% | -0.05% | -8.36% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.01% | +1.37% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.06% | +1.11% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.98% | -0.11% | +4.20% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.96% | +0.04% | +6.88% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | -0.08% | +0.38% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | -0.06% | -1.15% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.89% | -0.52% | +1.34% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.84% | -0.05% | +3.94% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.11% | -0.61% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.81% | +0.03% | -0.51% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.80% | +0.01% | +24.01% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.18% | +0.91% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.79% | -0.07% | -2.99% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.01% | -2.13% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.64% | -0.05% | -2.52% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.03% | -1.91% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.62% | -0.04% | +8.17% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.03% | -5.51% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.02% | +6.54% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | — | -4.12% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.14% | -1.50% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.55% | +0.06% | +3.21% | |
| 41 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.54% | -0.04% | -0.08% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | -2.89% | |
| 43 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.52% | -0.05% | -6.96% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.01% | -1.18% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.02% | +12.16% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.02% | — | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.45% | -0.02% | -4.92% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.10% | -1.78% | |
| 49 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.44% | -0.04% | -3.56% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.01% | +33.82% |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 448 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, JEPI) accounted for 9.7% of total reported equity market value during Q2 2025.
During Q2 2025, Prosperity Consulting Group, LLC's top holdings by market value included IVV (6.3%)、AAPL (3.9%)、JEPI (3.4%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q2 2025, Prosperity Consulting Group, 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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