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.
Prospera Capital Management, LLC (CIK 2082673) reported $199.3M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($77.8M, 39.02%), VXUS ($27.2M, 13.67%), BND ($18.0M, 9.02%), BNDX ($15.5M, 7.78%), VOO ($12.9M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $77.8M | 39.02% | 242,408 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $27.2M | 13.67% | 353,407 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $18.0M | 9.02% | 244,675 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $15.5M | 7.78% | 323,152 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $12.9M | 6.49% | 21,655 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $7.1M | 3.55% | 34,416 | Added |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $4.4M | 2.19% | 58,210 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $4.1M | 2.07% | 9,427 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $3.6M | 1.79% | 18,197 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.4M | 1.69% | 19,345 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $3.3M | 1.67% | 51,873 | Added |
| 12 | QQQ | INVESCO QQQ TR | $2.8M | 1.41% | 4,884 | Hold |
| 13 | AAPL | APPLE INC | $1.7M | 0.86% | 6,776 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $1.2M | 0.58% | 23,348 | Hold |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $1.0M | 0.52% | 12,500 | Added |
| 16 | VBR | VANGUARD INDEX FDS | $960,544 | 0.48% | 4,421 | Hold |
| 17 | GOOG | ALPHABET INC | $922,542 | 0.46% | 3,216 | Trimmed |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $817,688 | 0.41% | 10,327 | Added |
| 19 | MSFT | MICROSOFT CORP | $801,514 | 0.40% | 2,165 | Added |
| 20 | AVUV | AMERICAN CENTY ETF TR | $806,431 | 0.40% | 7,300 | Hold |
| 21 | SCHF | SCHWAB STRATEGIC TR | $747,599 | 0.38% | 30,206 | Hold |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $764,835 | 0.38% | 3,556 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $721,284 | 0.36% | 2,452 | Added |
| 24 | VSDM | VANGUARD MUN BD FDS | $712,701 | 0.36% | 9,342 | Hold |
| 25 | BIV | VANGUARD BD INDEX FDS | $700,605 | 0.35% | 9,111 | Added |
Source: SEC Form 13F filings · as of 2026-03-31