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.
Prosperity Consulting Group, LLC (CIK 1910398) reported $2.25B across 514 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($288.8M, 12.85%), EFA ($108.1M, 4.81%), JEPI ($77.7M, 3.46%), QQQ ($72.7M, 3.24%), IWY ($72.7M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $288.8M | 12.85% | 442,174 | Added |
| 2 | EFA | ISHARES TR | $108.1M | 4.81% | 1.1M | Added |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $77.7M | 3.46% | 1.4M | Added |
| 4 | QQQ | INVESCO QQQ TR | $72.7M | 3.24% | 126,020 | Added |
| 5 | IWY | ISHARES TR | $72.7M | 3.23% | 292,068 | Added |
| 6 | AAPL | APPLE INC | $69.5M | 3.09% | 273,815 | Added |
| 7 | MGV | VANGUARD WORLD FD | $54.1M | 2.41% | 373,096 | Added |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $52.4M | 2.33% | 220,323 | Added |
| 9 | QUAL | ISHARES TR | $50.8M | 2.26% | 265,068 | Added |
| 10 | ICSH | ISHARES TR | $45.2M | 2.01% | 893,574 | Added |
| 11 | EFV | ISHARES TR | $43.1M | 1.92% | 579,503 | Added |
| 12 | AGG | ISHARES TR | $37.2M | 1.66% | 374,806 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $36.3M | 1.61% | 55,754 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $34.7M | 1.55% | 261,395 | Added |
| 15 | VO | VANGUARD INDEX FDS | $32.8M | 1.46% | 114,341 | Added |
| 16 | BUFR | FIRST TR EXCHNG TRADED FD VI | $30.8M | 1.37% | 912,623 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $28.6M | 1.27% | 164,073 | Added |
| 18 | MSFT | MICROSOFT CORP | $26.3M | 1.17% | 70,977 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $21.2M | 0.94% | 73,689 | Added |
| 20 | AMZN | AMAZON COM INC | $20.5M | 0.91% | 98,328 | Added |
| 21 | SCHD | SCHWAB STRATEGIC TR | $20.0M | 0.89% | 650,312 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.7M | 0.83% | 38,939 | Added |
| 23 | IVW | ISHARES TR | $17.3M | 0.77% | 153,137 | Trimmed |
| 24 | IGIB | ISHARES TR | $16.3M | 0.73% | 306,562 | Trimmed |
| 25 | IWS | ISHARES TR | $16.5M | 0.73% | 113,106 | Added |
Source: SEC Form 13F filings · as of 2026-03-31