StockDriftsStockDriftsTop 50 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.37% | 2.85M | $250.5M | +21.63%(+506.94K) | $63.99(+42.60%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6% | 2.74M | $121.5M | -4.16%(-118.85K) | $28.07(+64.01%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 4.34% | 2.40M | $87.9M | +6.45%(+145.62K) | $31.75(+17.26%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.7% | 870.8K | $75.0M | +16.36%(+122.45K) | $55.62(+60.33%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.56% | 1.01M | $72.0M | +10.27%(+94.17K) | $50.33(+47.04%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.51% | 1.04M | $71.0M | +3.37%(+34.08K) | $50.28(+39.54%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.94% | 273.5K | $59.6M | +13.59%(+32.71K) | $160.12(+42.09%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.48% | 1.36M | $50.2M | -3.84%(-54.44K) | $21.85(+74.53%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.47% | 420.0K | $50.0M | +33.69%(+105.84K) | $88.03(+39.59%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.44% | 939.2K | $49.5M | -0.71%(-6.76K) | $31.01(+50.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.87% | +63.74% | — | — | +84.70% |
| Top 20 Holdings Unweighted | +16.41% | +57.76% | — | — | +75.85% |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reports $2.03B in US-listed equity holdings across 424 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.4%), DFAC (6.0%) and CORO (4.3%). The top 20 holdings account for 57.25% of reported assets. Its disclosed equity book has returned +63.74% on a three-year cumulative basis. Figures reflect the Q2 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 Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965756). View C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors’s 13F filings on SEC