Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (CIK 1965756) reported $1.76B across 402 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($179.4M, 10.21%), DFAC ($111.1M, 6.32%), CORO ($72.6M, 4.13%), VEA ($58.8M, 3.35%), DYNF ($58.7M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $179.4M | 10.21% | 2.3M | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $111.1M | 6.32% | 2.9M | Added |
| 3 | CORO | BLACKROCK ETF TRUST | $72.6M | 4.13% | 2.3M | New |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $58.8M | 3.35% | 917,014 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $58.7M | 3.34% | 1.0M | Added |
| 6 | VUG | VANGUARD INDEX FDS | $54.5M | 3.10% | 124,725 | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $48.1M | 2.74% | 1.4M | Trimmed |
| 8 | VTV | VANGUARD INDEX FDS | $47.2M | 2.69% | 240,791 | Added |
| 9 | DCOR | DIMENSIONAL ETF TRUST | $34.5M | 1.96% | 478,148 | Added |
| 10 | IVE | ISHARES TR | $33.0M | 1.88% | 156,320 | Trimmed |
| 11 | BAI | BLACKROCK ETF TRUST | $31.2M | 1.77% | 945,924 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $30.8M | 1.75% | 314,137 | Added |
| 13 | IEMG | ISHARES INC | $29.6M | 1.68% | 424,155 | Trimmed |
| 14 | QUAL | ISHARES TR | $27.5M | 1.57% | 143,329 | Added |
| 15 | AAPL | APPLE INC | $26.6M | 1.51% | 104,760 | Trimmed |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $26.2M | 1.49% | 546,149 | Added |
| 17 | TFLO | ISHARES TR | $25.0M | 1.42% | 494,090 | Added |
| 18 | MTUM | ISHARES TR | $24.9M | 1.42% | 103,782 | Added |
| 19 | THRO | BLACKROCK ETF TRUST | $22.8M | 1.30% | 629,862 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $19.0M | 1.08% | 351,544 | Added |
| 21 | SHLD | GLOBAL X FDS | $19.0M | 1.08% | 267,958 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $18.5M | 1.05% | 30,898 | Added |
| 23 | GOVT | ISHARES TR | $18.5M | 1.05% | 808,370 | New |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $17.6M | 1.00% | 494,724 | Trimmed |
| 25 | MBB | ISHARES TR | $16.6M | 0.95% | 175,119 | Added |
Source: SEC Form 13F filings · as of 2026-03-31