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: 0001910398
Total reported value
$2.6B
$2.6B
503 檔
23.3%
As reported in its official Q4 2025 Form 13F filing, Prosperity Consulting Group, LLC's tracked investment portfolio stood at $2.6B with 503 total positions.
In Q4 2025, Prosperity Consulting Group, LLC displayed an active expansion posture, initiating 25 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.30% | -0.60% | +16.38% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.30% | -0.28% | +22.98% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.46% | +0.28% | +22.27% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.30% | -0.47% | +12.84% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.06% | +0.23% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.50% | -0.52% | +19.90% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.36% | -1.60% | +22.91% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.35% | -0.02% | +24.22% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.83% | -0.11% | +18.14% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.81% | -0.55% | +23.25% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.71% | -0.33% | -2.15% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.64% | +0.27% | +96.59% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -0.01% | +3.65% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.09% | +2.39% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | -0.32% | +25.39% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.41% | +0.40% | +0.26% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.14% | +5.21% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.33% | +0.01% | +21.16% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.18% | +8.60% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.05% | +8.28% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.07% | -0.12% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.15% | -13.90% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.02% | +0.32% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.06% | +2.89% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | -0.13% | +1.80% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | +0.04% | +10.44% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | -3.57% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.67% | -0.13% | -2.96% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.01% | +4.68% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.61% | -0.08% | -3.58% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | -0.08% | -1.69% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | -0.11% | -5.88% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.57% | -0.05% | +94.53% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | -0.06% | -3.42% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.49% | -0.07% | -1.93% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.08% | +1.41% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.47% | +0.06% | +37.30% | |
| 38 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.46% | -0.07% | +22.47% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | +0.03% | +2.94% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.01% | -2.03% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | -0.04% | +1.11% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.02% | +5.31% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.02% | +8.52% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.11% | -4.96% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.03% | -1.52% | |
| 46 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.41% | -0.04% | +2.82% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | +0.07% | +14.63% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.39% | -0.05% | -0.81% | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.37% | -0.01% | +42.38% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.36% | -0.01% | +7.84% |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 503 disclosed positions in Q4 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, QQQ) accounted for 23.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
EZU
市值: $2.6M
Top Position Liquidated / Trimmed
UL
前期市值: $2.3M
During Q4 2025, Prosperity Consulting Group, LLC's top holdings by market value included IVV (13.3%)、EFA (4.3%)、QQQ (3.5%). The largest single position, IVV, represented 13.3% of total portfolio value.
In Q4 2025, Prosperity Consulting Group, LLC made 200 total portfolio adjustments, initiating 25 new buys, adding to 94 positions, trimming 64 holdings, and fully liquidating 17 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.