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C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Ad

Portfolio Manager
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad
Performance
-2.54% (2026 Q1)
AUM (13F)
$1.76B
# of Holdings
403
Performance Rank
Allocation (Top 20)
54.71%

C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Ad Holdings Map

Top 50 C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Ad Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
10.21%2.34M$179.4M
+34.36%(+599.32K)
2025-Q1: 1.55M shares2025-Q2: 1.53M shares2025-Q3: 1.61M shares2025-Q4: 1.74M shares2026-Q1: 2.34M shares
$60.29(+41.30%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
6.32%2.86M$111.1M
+1.14%(+32.33K)
2025-Q1: 4.02M shares2025-Q2: 3.94M shares2025-Q3: 4.03M shares2025-Q4: 2.83M shares2026-Q1: 2.86M shares
$28.07(+52.06%)
2026-03-31
CORO
BLACKROCK ETF TRUST
4.13%2.26M$72.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.26M shares
$31.61(+10.62%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.35%917.0K$58.8M
+5.67%(+49.18K)
2025-Q1: 712.0K shares2025-Q2: 736.0K shares2025-Q3: 831.6K shares2025-Q4: 867.8K shares2026-Q1: 917.0K shares
$48.66(+41.76%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
3.34%1.01M$58.7M
+3.83%(+37.28K)
2025-Q1: 602.5K shares2025-Q2: 638.7K shares2025-Q3: 794.5K shares2025-Q4: 972.5K shares2026-Q1: 1.01M shares
$49.88(+29.37%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.1%124.7K$54.5M
+11.23%(+12.59K)
2025-Q1: 100.8K shares2025-Q2: 97.3K shares2025-Q3: 108.8K shares2025-Q4: 112.1K shares2026-Q1: 124.7K shares
$51.95(+62.29%)
2026-03-31
DFAX
DIMENSIONAL ETF TRUST
2.74%1.42M$48.1M
-7.80%(-119.92K)
2025-Q1: 1.96M shares2025-Q2: 1.86M shares2025-Q3: 1.84M shares2025-Q4: 1.54M shares2026-Q1: 1.42M shares
$21.85(+68.31%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.69%240.8K$47.2M
+8.37%(+18.61K)
2025-Q1: 189.0K shares2025-Q2: 194.9K shares2025-Q3: 215.6K shares2025-Q4: 222.2K shares2026-Q1: 240.8K shares
$153.96(+34.14%)
2026-03-31
DCOR
DIMENSIONAL ETF TRUST
1.96%478.1K$34.5M
+3.30%(+15.27K)
2025-Q1: 822.2K shares2025-Q2: 854.2K shares2025-Q3: 904.9K shares2025-Q4: 462.9K shares2026-Q1: 478.1K shares
$62.77(+26.21%)
2026-03-31
IVE
ISHARES TR
1.88%156.3K$33.0M
-30.20%(-67.63K)
2025-Q1: 93.0K shares2025-Q2: 102.1K shares2025-Q3: 113.9K shares2025-Q4: 223.9K shares2026-Q1: 156.3K shares
$197.04(+13.58%)
2026-03-31

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