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.
Prospect Financial Group LLC (CIK 2021762) reported $108.3M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFEM ($10.9M, 10.08%), DCOR ($8.2M, 7.55%), BND ($8.0M, 7.42%), DFIC ($7.3M, 6.73%), BNDX ($6.6M, 6.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | $10.9M | 10.08% | 315,864 | Trimmed |
| 2 | DCOR | DIMENSIONAL ETF TRUST | $8.2M | 7.55% | 113,445 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $8.0M | 7.42% | 109,191 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $7.3M | 6.73% | 205,211 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $6.6M | 6.08% | 137,062 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $6.4M | 5.91% | 164,827 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $5.5M | 5.10% | 17,203 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $4.3M | 3.96% | 7,180 | Hold |
| 9 | AVDV | AMERICAN CENTY ETF TR | $4.0M | 3.68% | 39,966 | Trimmed |
| 10 | AVDE | AMERICAN CENTY ETF TR | $3.3M | 3.06% | 39,002 | Added |
| 11 | FREL | FIDELITY COVINGTON TRUST | $3.1M | 2.91% | 116,981 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $2.6M | 2.40% | 14,874 | Added |
| 13 | AAPL | APPLE INC | $2.4M | 2.23% | 9,498 | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $2.3M | 2.13% | 28,692 | Added |
| 15 | DFIS | DIMENSIONAL ETF TRUST | $2.0M | 1.89% | 60,765 | Trimmed |
| 16 | COMB | GRANITESHARES ETF TR | $2.0M | 1.84% | 75,919 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.7M | 1.58% | 4,636 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $1.7M | 1.55% | 5,845 | Added |
| 19 | SPAB | SPDR SERIES TRUST | $1.6M | 1.49% | 63,030 | Trimmed |
| 20 | VNQ | VANGUARD INDEX FDS | $1.6M | 1.47% | 17,889 | Added |
| 21 | USRT | ISHARES TR | $1.6M | 1.46% | 26,737 | Added |
| 22 | VTEB | VANGUARD MUN BD FDS | $1.5M | 1.37% | 29,667 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 1.17% | 2,653 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.1M | 1.02% | 1,706 | Hold |
| 25 | AVUS | AMERICAN CENTY ETF TR | $1.1M | 1.00% | 9,719 | Added |
Source: SEC Form 13F filings · as of 2026-03-31