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CIK: 0001910398
Total reported value
$2.6B
$2.6B
491 檔
19.6%
At the close of Q3 2025, Prosperity Consulting Group, LLC disclosed equity holdings valued at approximately $2.6B, spread across 491 reported holdings.
In Q3 2025, Prosperity Consulting Group, LLC displayed an active expansion posture, initiating 42 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.24% | -0.60% | +167.85% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.73% | -0.28% | +3782.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.06% | +3.70% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.19% | -0.47% | +39.17% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.03% | +0.28% | +886.87% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.26% | -0.52% | +238.05% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.06% | -1.60% | — | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.02% | -0.02% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.92% | -0.33% | +2.88% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.09% | +6.86% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | +0.27% | -3.82% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.01% | +15.61% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.61% | -0.55% | — | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.61% | -0.11% | +128.02% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.51% | +0.40% | +12.78% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.14% | +13.66% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.32% | +10722.55% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.17% | +0.01% | +106.16% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.15% | -29.65% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.05% | +6.50% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.07% | +2.28% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.02% | -3.71% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.82% | -0.13% | +3.46% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.18% | +9.21% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.06% | -0.04% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.76% | -0.13% | -4.66% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.01% | +3.53% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.70% | -0.08% | -3.75% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.69% | +0.04% | +1.46% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | -0.11% | -5.16% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.65% | -0.08% | -1.96% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | -0.05% | -15.64% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | -0.06% | -10.69% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.54% | -0.07% | -1.28% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.01% | +10.75% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.11% | -0.03% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.02% | +27.87% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.01% | -2.63% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.48% | +0.03% | -14.19% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.03% | +0.32% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.47% | -0.04% | +4.55% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.03% | +1.73% | |
| 43 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.44% | -0.04% | +9.39% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.43% | -0.05% | -6.22% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.02% | +39.09% | |
| 46 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.41% | -0.07% | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.39% | +0.06% | +3.26% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.07% | +17.32% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.14% | -4.47% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.08% | +6.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.5% | +167.85% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +3.6% | +3782.30% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +2.6% | +886.87% | Add |
| 4 | IWY | Ishares Russell Top 200 Grow | +1.5% | +238.05% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +1.3% | +10722.55% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.7% | +128.02% | Add |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.5% | +106.16% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +13.66% | Add |
| 9 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +311.16% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -0.04% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +39.09% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +258.56% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.21% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +24.63% | Add |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +282.87% | Add |
| 16 | VTV | Vanguard Value ETF | +0.1% | +154.55% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +16.48% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +27.87% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +58.55% | Add |
| 20 | IWD | Ishares Russell 1000 Value E | +0.1% | +96.27% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +111.69% | Add |
| 22 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +62.78% | Add |
| 23 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | — | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | +0.1% | +278.27% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +10.75% | Add |
| 26 | MUNI | Pimco Intermediate Municipal | 0% | +22.81% | Add |
| 27 | KO | Coca-cola Co/the | 0% | +103.23% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | +90.37% | Add |
| 29 | IDEV | Ishares Core Msci Dev Mkts | 0% | +62.71% | Add |
| 30 | SPEM | State Street Sp Ptf Em ETF | 0% | -23.78% | Add |
| 31 | MUB | Ishares National Muni Bond E | 0% | +107.32% | Add |
| 32 | GS | Goldman Sachs Group Inc | 0% | +32.62% | Add |
| 33 | CIBR | First Trust Nasdaq Cybersecu | 0% | +48.17% | Add |
| 34 | CB | Chubb Limited | 0% | +131.22% | Add |
| 35 | ANET | Arista Networks Inc | 0% | +5.37% | Add |
| 36 | AMD | Advanced Micro Devices | 0% | -0.23% | Add |
| 37 | EXC | Exelon CORP | 0% | +3.64% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | +16.26% | Add |
| 39 | VEU | Vanguard Ftse All-world Ex-u | 0% | +174.09% | Add |
| 40 | STX | Seagate Technology Holdings plc | 0% | +0.69% | Trim |
| 41 | GLDM | Spdr Gold Minishares Trust | 0% | -0.75% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +17.90% | Add |
| 43 | ISRG | Intuitive Surgical Inc | 0% | +0.47% | Add |
| 44 | CSX | Csx CORP | 0% | +51.52% | Add |
| 45 | GE | General Electric | 0% | +35.49% | Add |
| 46 | PANW | Palo Alto Networks Inc | 0% | +42.73% | Add |
| 47 | KLAC | Kla CORP | 0% | +6.41% | Add |
| 48 | CEG | Constellation Energy | 0% | +0.60% | Add |
| 49 | AMAT | Applied Materials Inc | 0% | +79.02% | Add |
| 50 | MDLZ | Mondelez International Inc-a | 0% | +127.65% | Add |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 491 disclosed positions in Q3 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 IVV, EFA, AAPL) accounted for 19.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
QUAL
市值: $41.7M
Top Position Liquidated / Trimmed
ANGL
前期市值: $3.2M
During Q3 2025, Prosperity Consulting Group, LLC's top holdings by market value included IVV (12.2%)、EFA (3.7%)、AAPL (3.4%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q3 2025, Prosperity Consulting Group, LLC made 200 total portfolio adjustments, initiating 42 new buys, adding to 91 positions, trimming 54 holdings, and fully liquidating 13 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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