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 Services LLC (CIK 2012519) reported $197.4M across 115 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SLG ($12.6M, 6.39%), GOOG ($11.6M, 5.86%), VCLT ($11.3M, 5.72%), VOO ($10.1M, 5.11%), QQQ ($9.3M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SLG | SL GREEN RLTY CORP | $12.6M | 6.39% | 243,802 | Trimmed |
| 2 | GOOG | ALPHABET INC | $11.6M | 5.86% | 32,765 | Trimmed |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | $11.3M | 5.72% | 150,149 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $10.1M | 5.11% | 14,692 | Added |
| 5 | QQQ | INVESCO QQQ TR | $9.3M | 4.70% | 12,594 | Added |
| 6 | BA | BOEING CO | $9.0M | 4.54% | 41,428 | Trimmed |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $7.2M | 3.66% | 87,446 | Added |
| 8 | GOOGL | ALPHABET INC | $7.0M | 3.56% | 19,688 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $6.9M | 3.49% | 34,467 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $5.7M | 2.91% | 26,326 | Added |
| 11 | AAPL | APPLE INC | $5.1M | 2.56% | 17,467 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $4.9M | 2.50% | 20,830 | Trimmed |
| 13 | IMCG | ISHARES TR | $4.6M | 2.33% | 46,859 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $4.1M | 2.07% | 25,846 | Added |
| 15 | VUG | VANGUARD INDEX FDS | $4.1M | 2.05% | 47,090 | Added |
| 16 | XLV | SELECT SECTOR SPDR TR | $3.8M | 1.93% | 23,956 | Added |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $3.6M | 1.84% | 31,064 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $3.3M | 1.66% | 13,785 | Trimmed |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.2M | 1.62% | 94,233 | Added |
| 20 | ET | ENERGY TRANSFER L P | $3.1M | 1.59% | 163,930 | Trimmed |
| 21 | ORCL | ORACLE CORP | $2.5M | 1.25% | 16,847 | Added |
| 22 | SPYM | SPDR SERIES TRUST | $2.4M | 1.24% | 27,762 | Added |
| 23 | TSLA | TESLA INC | $2.4M | 1.21% | 5,657 | Added |
| 24 | XOM | EXXON MOBIL CORP | $2.3M | 1.15% | 16,619 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $2.1M | 1.04% | 40,780 | Added |
Source: SEC Form 13F filings · as of 2026-06-30