Prosperity Consulting Group, LLC 13F Holdings · Q2 2026
Prosperity Consulting Group, LLC reported 629 securities worth $2.64B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (12.25%), EFA (4.53%), QQQ (3.52%). Among its top 25 positions this quarter: 1 new, 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $323.9M | 12.25% | 432,475 | Trimmed |
| 2 | EFA | ISHARES TR | $119.7M | 4.53% | 1.2M | Added |
| 3 | QQQ | INVESCO QQQ TR | $93.0M | 3.52% | 126,343 | Added |
| 4 | AAPL | APPLE INC | $83.2M | 3.15% | 287,383 | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $79.1M | 2.99% | 1.4M | Added |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $72.1M | 2.73% | 237,933 | Added |
| 7 | IWY | ISHARES TR | $71.6M | 2.71% | 246,540 | Trimmed |
| 8 | MGV | VANGUARD WORLD FD | $63.2M | 2.39% | 386,443 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $48.2M | 1.82% | 253,075 | Trimmed |
| 10 | EFV | ISHARES TR | $47.9M | 1.81% | 626,287 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $42.4M | 1.60% | 56,731 | Added |
| 12 | DYNF | BLACKROCK ETF TRUST | $39.8M | 1.50% | 584,555 | Added |
| 13 | ICSH | ISHARES TR | $38.5M | 1.46% | 762,087 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $37.4M | 1.41% | 186,832 | Added |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $36.4M | 1.38% | 995,937 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $35.7M | 1.35% | 677,611 | Added |
| 17 | AGG | ISHARES TR | $35.1M | 1.33% | 354,851 | Trimmed |
| 18 | VO | VANGUARD INDEX FDS | $30.3M | 1.14% | 375,687 | Added |
| 19 | GOOGL | ALPHABET INC | $29.6M | 1.12% | 82,855 | Added |
| 20 | MSFT | MICROSOFT CORP | $28.6M | 1.08% | 76,719 | Added |
| 21 | AMZN | AMAZON COM INC | $25.3M | 0.96% | 106,184 | Added |
| 22 | IEMG | ISHARES INC | $22.6M | 0.85% | 272,779 | Added |
| 23 | MMAX | ISHARES TR | $21.2M | 0.80% | 783,235 | New |
| 24 | IVW | ISHARES TR | $20.9M | 0.79% | 152,323 | Trimmed |
| 25 | AVGO | BROADCOM INC | $20.4M | 0.77% | 53,883 | Added |
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