Prosperity Consulting Group, LLC
CIK 1910398
13F filing for Q2 2026・No. 1,390
- Holdings
- US$2.64B
- Quarter change
- +US$395.83M
- Entries
- 636
- Net bought (estimate)
- +US$146.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 127
- Sold out 17
- Cut 179
- Added 278
- Corporate actions 4
- Unchanged 45
Largest holdings
629 stocks worth US$2.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 432,475 | US$323.88M | 12.26% |
| EFAISHARES TRMSCI EAFE ETF | Added | 1,151,840 | US$119.65M | 4.53% |
| QQQInvesco QQQUNIT SER 1 | Added | 126,343 | US$93.04M | 3.52% |
| AAPLAppleCOM | Added | 285,583 | US$82.64M | 3.13% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Added | 1,401,148 | US$79.14M | 3.00% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 237,933 | US$72.09M | 2.73% |
| ISHARES TRRUS TP200 GR ETF | Cut | 246,540 | US$71.65M | 2.71% |
| VANGUARD WORLD FDMEGA CAP VAL ETF | Added | 386,443 | US$63.16M | 2.39% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 253,075 | US$48.22M | 1.83% |
| ISHARES TREAFE VALUE ETF | Added | 626,287 | US$47.94M | 1.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.