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CIK: 0001910398
Total reported value
$2.6B
$2.6B
519 檔
23.5%
According to the latest 13F quarterly dataset, Prosperity Consulting Group, LLC managed an equity portfolio of $2.6B at the end of Q1 2026, spanning 519 distinct U.S. exchange-listed positions.
Prosperity Consulting Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 11 holdings and trimming 90 positions.
Showing top 200 holdings (of 519 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.85% | -0.60% | +2.42% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.81% | -0.28% | +11.79% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.46% | -0.47% | +7.10% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.24% | +0.28% | +0.57% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.23% | -0.52% | +45.60% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.06% | +1.69% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.41% | -0.02% | +0.98% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.33% | +0.40% | +77.29% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.26% | -1.60% | +0.54% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.01% | -0.55% | +12.34% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.92% | -0.11% | +1.96% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | -0.33% | -1.62% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -0.01% | +4.70% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.55% | +0.27% | +3.03% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | -0.32% | +2.13% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.37% | +0.01% | +6.11% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.14% | +1.67% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.09% | -4.48% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.18% | +0.60% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.05% | +0.15% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.15% | -8.52% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.07% | +0.26% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.02% | -0.24% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.73% | +0.04% | +1.75% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.73% | -0.13% | -1.84% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.06% | +2.10% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.63% | -0.08% | -0.80% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.60% | -0.13% | -3.52% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.01% | -2.44% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.01% | -0.72% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.11% | +16.11% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | -0.06% | -3.27% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.50% | -0.08% | -5.59% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.11% | -13.73% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.48% | -0.07% | -1.96% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.48% | -0.05% | -6.46% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | +0.03% | +8.08% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.46% | -0.02% | +9.02% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.46% | +0.06% | +5.67% | |
| 40 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.46% | -0.07% | +1.01% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.14% | +0.20% | |
| 42 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.44% | -0.04% | +2.92% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | -0.04% | +0.54% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.07% | +23.16% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.08% | +4.87% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | +0.42% | +43.10% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.42% | -0.01% | +14.88% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.03% | -2.37% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.08% | +0.51% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | -4.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +0.9% | +77.29% | Add |
| 2 | IWY | Ishares Russell Top 200 Grow | +0.7% | +45.60% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.5% | +11.79% | Add |
| 4 | ICSH | Ishares Ultra Short Duration | +0.2% | +12.34% | Add |
| 5 | EZU | Ishares Msci Eurozone ETF | +0.2% | +151.85% | Add |
| 6 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +7.10% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.1% | +43.10% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +16.11% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.20% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +142.97% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +242.90% | Add |
| 12 | EWC | Ishares Msci Canada ETF | +0.1% | +152.87% | Add |
| 13 | EWJ | Ishares Msci Japan ETF | +0.1% | +130.70% | Add |
| 14 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +1.96% | Add |
| 15 | CME | Cme Group Inc | +0.1% | +918.41% | Add |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +45.86% | Add |
| 17 | TRI4EUR | Thomson Reuters CORP | +0.1% | +469.23% | Add |
| 18 | EWU | Ishares Msci United Kingdom | +0.1% | +168.11% | Add |
| 19 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +0.98% | Add |
| 20 | FDL | First Trust Morn Dvd Lead In | +0.1% | +9.02% | Add |
| 21 | MUNI | Pimco Intermediate Municipal | +0.1% | +14.88% | Add |
| 22 | VLO | Valero Energy CORP | +0.1% | -8.00% | Trim |
| 23 | IWB | Ishares Russell 1000 ETF | +0.1% | +100.13% | Add |
| 24 | EPP | Ishares Msci Pacific Ex Japa | +0.1% | +119.43% | Add |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +6.11% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.38% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | +23.16% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +9.02% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +4.29% | Add |
| 30 | MPC | Marathon Petroleum CORP | 0% | -5.36% | Trim |
| 31 | WMT | Walmart Inc | 0% | +0.51% | Add |
| 32 | OKE | Oneok Inc | 0% | -3.20% | Trim |
| 33 | PPA | Invesco Aerospace & Defense | 0% | +2.92% | Add |
| 34 | ASML | ASML Holding N.V. | 0% | +71.09% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | +1.37% | Add |
| 36 | AOA | Ishares Core 80/20 Aggressiv | 0% | +9.44% | Add |
| 37 | GEV | GE Vernova Inc | 0% | +7.97% | Add |
| 38 | IWS | Ishares Russell Mid-cap Valu | 0% | +1.75% | Add |
| 39 | CAT | Caterpillar Inc | 0% | -0.02% | Trim |
| 40 | EMLP | First Trust North American E | 0% | +4.16% | Add |
| 41 | EFG | Ishares Msci Eafe Growth ETF | 0% | +8.08% | Add |
| 42 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.80% | Trim |
| 43 | CVX | Chevron CORP | 0% | -5.97% | Trim |
| 44 | FBND | Fidelity Total Bond ETF | 0% | +10.99% | Add |
| 45 | VZ | Verizon Communications Inc | 0% | -8.97% | Trim |
| 46 | MU | Micron Technology Inc | 0% | +18.99% | Add |
| 47 | BG | Bunge Global SA | 0% | +63.47% | Add |
| 48 | EIX | Edison International | 0% | +4.56% | Add |
| 49 | BP | Bp Plc-spons Adr | 0% | -2.96% | Trim |
| 50 | SHEL | Shell Plc-adr | 0% | -5.05% | Trim |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 519 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 IVV, EFA, JEPI) accounted for 23.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
NWG
市值: $1.0M
Top Position Liquidated / Trimmed
MET
前期市值: $1.6M
During Q1 2026, Prosperity Consulting Group, LLC's top holdings by market value included IVV (12.8%)、EFA (4.8%)、JEPI (3.5%). The largest single position, IVV, represented 12.8% of total portfolio value.
In Q1 2026, Prosperity Consulting Group, LLC made 199 total portfolio adjustments, initiating 23 new buys, adding to 75 positions, trimming 90 holdings, and fully liquidating 11 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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