Top 50 C2p Capital Advisory Group LLC D B A Prosperity Capital Ad Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.57% | 3.07M | $275.4M | +7.66%(+218.21K) | $65.76(+37.21%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 4.69% | 2.62M | $95.2M | +8.95%(+215.13K) | $32.14(+10.49%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.94% | 886.8K | $79.9M | +1.84%(+15.99K) | $56.21(+58.02%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.72% | 1.09M | $75.5M | +4.37%(+45.66K) | $51.05(+35.08%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.63% | 1.04M | $73.7M | +3.16%(+31.98K) | $50.97(+36.09%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.03% | 500.0K | $61.5M | +19.04%(+79.97K) | $93.31(+30.04%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.03% | 284.3K | $61.4M | +3.96%(+10.82K) | $162.29(+36.92%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.42% | 1.33M | $49.1M | -2.74%(-37.38K) | $21.85(+66.80%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 2.27% | 975.2K | $46.0M | +3.84%(+36.02K) | $31.71(+33.26%) | 2026-09-30 | |
| IVE | ISHARES TR | 2.25% | 200.0K | $45.7M | +14.73%(+25.69K) | $202.80(+15.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.38% | +70.14% | โ | โ | +85.75% |
| Top 20 Holdings Unweighted | +17.70% | +63.05% | โ | โ | +75.89% |
C2p Capital Advisory Group LLC D B A Prosperity Capital Ad reports $2.03B in US-listed equity holdings across 417 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (13.6%), CORO (4.7%) and VUG (3.9%). The top 20 holdings account for 56.3% of reported assets. Its disclosed equity book has returned +70.14% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from C2p Capital Advisory Group LLC D B A Prosperity Capital Adโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965756). View C2p Capital Advisory Group LLC D B A Prosperity Capital Adโs 13F filings on SEC