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 Financial Services Inc (CIK 1541625) reported $6.89B across 1,468 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($244.2M, 3.55%), NVDA ($233.2M, 3.39%), MSFT ($110.6M, 1.61%), AMZN ($108.3M, 1.57%), CAT ($103.9M, 1.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $244.2M | 3.55% | 843,779 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $233.2M | 3.39% | 1.2M | Added |
| 3 | MSFT | MICROSOFT CORP | $110.6M | 1.61% | 296,327 | Added |
| 4 | AMZN | AMAZON COM INC | $108.3M | 1.57% | 454,422 | Added |
| 5 | CAT | CATERPILLAR INC | $103.9M | 1.51% | 97,568 | Added |
| 6 | QQQ | INVESCO QQQ TR | $97.2M | 1.41% | 131,820 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $97.4M | 1.41% | 272,534 | Trimmed |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $89.6M | 1.30% | 1.1M | Trimmed |
| 9 | GOOG | ALPHABET INC | $85.2M | 1.24% | 241,030 | Added |
| 10 | AVGO | BROADCOM INC | $78.3M | 1.14% | 207,114 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $75.3M | 1.09% | 229,858 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $74.4M | 1.08% | 99,549 | Added |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $66.3M | 0.96% | 1.4M | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.5M | 0.95% | 130,881 | Trimmed |
| 15 | IVV | ISHARES TR | $62.8M | 0.91% | 83,774 | Added |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $61.0M | 0.89% | 1.2M | Added |
| 17 | MU | MICRON TECHNOLOGY INC | $56.6M | 0.82% | 49,032 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $56.3M | 0.82% | 46,944 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $56.1M | 0.81% | 410,242 | Trimmed |
| 20 | AMAT | APPLIED MATLS INC | $51.3M | 0.74% | 70,875 | Trimmed |
| 21 | WMT | WALMART INC | $49.6M | 0.72% | 437,836 | Added |
| 22 | META | META PLATFORMS INC | $49.6M | 0.72% | 87,954 | Added |
| 23 | FV | FIRST TR EXCHANGE TRADED FD | $45.2M | 0.66% | 596,001 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $44.4M | 0.65% | 174,910 | Added |
| 25 | IWD | ISHARES TR | $40.4M | 0.59% | 166,431 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30