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.
Prosperitas Financial LLC (CIK 2001016) reported $268.4M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($12.8M, 4.78%), VTV ($12.7M, 4.71%), AAPL ($12.2M, 4.54%), VOO ($11.8M, 4.38%), GOOGL ($11.7M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $12.8M | 4.78% | 440,302 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $12.7M | 4.71% | 64,480 | Trimmed |
| 3 | AAPL | APPLE INC | $12.2M | 4.54% | 48,067 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $11.8M | 4.38% | 19,669 | Added |
| 5 | GOOGL | ALPHABET INC | $11.7M | 4.36% | 40,676 | Trimmed |
| 6 | SCHD | SCHWAB STRATEGIC TR | $11.0M | 4.11% | 359,406 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $10.5M | 3.92% | 418,685 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $10.3M | 3.84% | 59,166 | Trimmed |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $10.0M | 3.73% | 197,726 | Added |
| 10 | VO | VANGUARD INDEX FDS | $9.9M | 3.68% | 34,350 | Added |
| 11 | QQQ | INVESCO QQQ TR | $9.7M | 3.61% | 16,805 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $8.9M | 3.32% | 42,741 | Trimmed |
| 13 | FIX | COMFORT SYS USA INC | $8.3M | 3.10% | 6,035 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $8.0M | 2.98% | 21,628 | Added |
| 15 | META | META PLATFORMS INC | $7.1M | 2.63% | 12,356 | Added |
| 16 | VRT | VERTIV HOLDINGS CO | $6.6M | 2.46% | 26,300 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $6.4M | 2.38% | 30,919 | Added |
| 18 | NFLX | NETFLIX INC. | $6.1M | 2.28% | 63,597 | Added |
| 19 | OXY | OCCIDENTAL PETE CORP | $5.3M | 1.99% | 81,981 | Added |
| 20 | LMT | LOCKHEED MARTIN CORP | $4.8M | 1.78% | 7,894 | Added |
| 21 | WBD | WARNER BROS DISCOVERY INC | $4.7M | 1.73% | 169,365 | Trimmed |
| 22 | MO | ALTRIA GROUP INC | $4.6M | 1.73% | 70,377 | Added |
| 23 | PM | PHILIP MORRIS INTL INC | $4.6M | 1.72% | 27,847 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $4.5M | 1.69% | 15,396 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $4.4M | 1.63% | 4,383 | Added |
Source: SEC Form 13F filings · as of 2026-03-31