EdgeMarket › What Prosperity Consulting Group, Llc reported owning
What Prosperity Consulting Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.2BPositions
524Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 288.8M | 12.8% | 442.2K | 769.31 | +20.0% |
| EFA iShares MSCI EAFE ETF | 108.1M | 4.8% | 1.1M | 108.24 | +17.1% |
| JEPI JPMorgan Equity Premium Income ETF | 77.7M | 3.5% | 1.4M | 57.92 | +1.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 72.7M | 3.2% | 126.0K | 713.44 | +26.1% |
| IWY iShares Russell Top 200 Growth ETF | 72.7M | 3.2% | 292.1K | 285.72 | +11.8% |
| AAPL Apple Inc. | 69.0M | 3.1% | 272.0K | 309.35 | +36.9% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 54.1M | 2.4% | 373.1K | 168.17 | +25.4% |
| QQQM Invesco NASDAQ 100 ETF | 52.4M | 2.3% | 220.3K | 293.76 | +26.1% |
| QUAL iShares MSCI USA Quality Factor ETF | 50.8M | 2.3% | 265.1K | 223.22 | +19.3% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 45.2M | 2.0% | 893.6K | 50.53 | -0.3% |
| EFV iShares MSCI EAFE Value ETF | 43.1M | 1.9% | 579.5K | 82.23 | +21.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37.2M | 1.7% | 374.8K | 97.35 | -1.7% |
| SPY SPDR S&P 500 ETF TRUST | 35.5M | 1.6% | 54.7K | 765.72 | +20.0% |
| XLK State Street Technology Select Sector SPDR ETF | 34.7M | 1.5% | 261.4K | 183.31 | +41.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 32.8M | 1.5% | 114.3K | 82.97 | +15.9% |
| BUFR FT Vest Laddered Buffer ETF | 30.8M | 1.4% | 912.6K | 37.30 | +14.5% |
| NVDA NVIDIA CORP | 28.6M | 1.3% | 164.1K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 26.3M | 1.2% | 71.0K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 21.2M | 0.9% | 73.7K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 20.5M | 0.9% | 98.3K | 258.63 | +15.6% |
| SCHD Schwab US Dividend Equity ETF | 20.0M | 0.9% | 650.3K | 35.11 | +27.6% |
| unmapped CUSIP 084670702 | 18.7M | 0.8% | 38.9K | — | — |
| IVW iShares S&P 500 Growth ETF | 17.3M | 0.8% | 153.1K | 138.83 | +22.2% |
| IWS iShares Russell Mid-Cap Value ETF | 16.5M | 0.7% | 113.1K | 171.98 | +26.3% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 16.3M | 0.7% | 306.6K | 52.14 | -2.5% |
| AVGO Broadcom Inc. | 15.9M | 0.7% | 51.3K | 368.45 | +26.5% |
| SDY State Street SPDR S&P Dividend ETF | 14.2M | 0.6% | 97.4K | 158.44 | +12.0% |
| XLC State Street Communication Services Select Sec | 13.5M | 0.6% | 121.6K | 111.40 | +1.4% |
| JPM JPMORGAN CHASE & CO | 13.4M | 0.6% | 45.6K | 351.58 | +20.3% |
| GOOG Alphabet Inc. | 13.2M | 0.6% | 46.2K | 341.75 | +70.7% |
| COST COSTCO WHOLESALE CORP /NEW | 12.4M | 0.6% | 12.5K | 947.74 | -4.7% |
| XLV State Street Health Care Select Sector SPDR ET | 11.4M | 0.5% | 78.1K | 174.62 | +27.0% |
| XLF State Street Financial Select Sector SPDR ETF | 11.2M | 0.5% | 227.5K | 57.48 | +8.7% |
| JPST JPMorgan Ultra-Short Income ETF | 11.2M | 0.5% | 220.8K | 50.53 | -0.3% |
| FVD First Trust VL Dividend | 10.8M | 0.5% | 229.5K | 50.70 | +9.5% |
| XLY State Street Consumer Discretionary Select Sec | 10.8M | 0.5% | 99.0K | 118.02 | +3.7% |
| EFG iShares MSCI EAFE Growth ETF | 10.6M | 0.5% | 95.0K | 125.70 | +12.3% |
| IEFA iShares Core MSCI EAFE ETF | 10.4M | 0.5% | 114.8K | 100.85 | +16.8% |
| IWP iShares Russell Midcap Growth ETF | 10.3M | 0.5% | 80.7K | 143.66 | +2.9% |
| FMDE Fidelity Enhanced Mid Cap Core ETF | 10.3M | 0.5% | 286.5K | 42.39 | +20.2% |
| XOM ExxonMobil Holdings Corp | 10.2M | 0.5% | 60.2K | 165.11 | +52.1% |
| PPA Invesco Aerospace & Defense ETF | 10.0M | 0.4% | 60.3K | 173.67 | +19.5% |
| DGRO iShares Core Dividend Growth ETF | 9.9M | 0.4% | 141.4K | 79.61 | +20.0% |
| IWF iShares Russell 1000 Growth Fund | 9.9M | 0.4% | 23.2K | 122.39 | +11.2% |
| LLY ELI LILLY & Co | 9.7M | 0.4% | 10.5K | 1,255.40 | +78.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 9.6M | 0.4% | 137.4K | 81.57 | +31.9% |
| MUNI PIMCO Intermediate Municipal Bond Active Excha | 9.4M | 0.4% | 180.7K | 51.72 | +0.8% |
| VEA Vanguard FTSE Developed Markets ETF | 9.2M | 0.4% | 144.2K | 73.42 | +24.7% |
| WMT Walmart Inc. | 8.5M | 0.4% | 68.5K | 103.70 | +1.1% |
| V VISA INC. | 8.2M | 0.4% | 27.0K | 371.04 | +7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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