Prosperity Advisers, LLC 13F Holdings · Q2 2026
Prosperity Advisers, LLC reported 44 securities worth $138.11M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (26.73%), VTI (13.62%), VTV (13.39%). Among its top 25 positions this quarter: 1 new, 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $36.9M | 26.73% | 518,133 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $18.8M | 13.62% | 50,841 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $18.5M | 13.39% | 84,852 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $16.9M | 12.24% | 196,317 | Added |
| 5 | VB | VANGUARD INDEX FDS | $9.9M | 7.15% | 32,560 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $8.5M | 6.12% | 141,646 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $3.6M | 2.57% | 5,177 | Trimmed |
| 8 | SPTI | SPDR SERIES TRUST | $2.4M | 1.77% | 86,226 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.62% | 27,132 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.56% | 27,279 | Added |
| 11 | SHV | ISHARES TR | $1.6M | 1.19% | 14,894 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $1.4M | 1.02% | 7,049 | Added |
| 13 | AAPL | APPLE INC | $1.2M | 0.87% | 4,132 | Added |
| 14 | VTIP | VANGUARD MALVERN FDS | $1.1M | 0.82% | 22,503 | Added |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $1.1M | 0.79% | 4,808 | Trimmed |
| 16 | TSLA | TESLA INC | $985,886 | 0.71% | 2,344 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $867,558 | 0.63% | 3,640 | Trimmed |
| 18 | GOOG | ALPHABET INC | $774,419 | 0.56% | 2,192 | Added |
| 19 | MSFT | MICROSOFT CORP | $600,473 | 0.43% | 1,610 | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $593,305 | 0.43% | 514 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $526,716 | 0.38% | 2,226 | Trimmed |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $501,448 | 0.36% | 12,682 | Added |
| 23 | ED | CONSOLIDATED EDISON INC | $446,613 | 0.32% | 4,037 | Added |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $426,021 | 0.31% | 10,328 | Trimmed |
| 25 | DFIC | DIMENSIONAL ETF TRUST | $406,097 | 0.29% | 10,899 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR