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Prospera Capital Management, Llc

Portfolio Manager
Prospera Capital Management, LLC
Performance
-2.59% (2026 Q1)
AUM (13F)
$199.29M
# of Holdings
45
Performance Rank
Allocation (Top 20)
94.46%

Prospera Capital Management, Llc Holdings Map

Top 45 Prospera Capital Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
39.02%242.4K$77.8M
+1.75%(+4.18K)
2025-Q1: 224.1K shares2025-Q2: 233.1K shares2025-Q3: 253.6K shares2025-Q4: 238.2K shares2026-Q1: 242.4K shares
$289.47(+23.33%)
2026-03-31
VXUS
VANGUARD STAR FDS
13.67%353.4K$27.2M
+1.52%(+5.29K)
2025-Q1: 341.4K shares2025-Q2: 350.6K shares2025-Q3: 365.3K shares2025-Q4: 348.1K shares2026-Q1: 353.4K shares
$62.46(+33.54%)
2026-03-31
BND
VANGUARD BD INDEX FDS
9.02%244.7K$18.0M
+6.44%(+14.79K)
2025-Q1: 182.6K shares2025-Q2: 198.1K shares2025-Q3: 206.4K shares2025-Q4: 229.9K shares2026-Q1: 244.7K shares
$73.55(-0.43%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
7.78%323.2K$15.5M
+2.01%(+6.36K)
2025-Q1: 280.6K shares2025-Q2: 297.9K shares2025-Q3: 320.1K shares2025-Q4: 316.8K shares2026-Q1: 323.2K shares
$49.55(-3.35%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.49%21.7K$12.9M
+1.58%(+336)
2025-Q1: 20.7K shares2025-Q2: 22.7K shares2025-Q3: 22.3K shares2025-Q4: 21.3K shares2026-Q1: 21.7K shares
$534.94(+24.37%)
2026-03-31
VXF
VANGUARD INDEX FDS
3.55%34.4K$7.1M
+3.10%(+1.03K)
2025-Q1: 30.7K shares2025-Q2: 32.4K shares2025-Q3: 33.8K shares2025-Q4: 33.4K shares2026-Q1: 34.4K shares
$187.00(+22.61%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
2.19%58.2K$4.4M
+1.00%(+574)
2025-Q1: 51.0K shares2025-Q2: 53.1K shares2025-Q3: 100.2K shares2025-Q4: 57.6K shares2026-Q1: 58.2K shares
$64.66(+25.68%)
2026-03-31
VUG
VANGUARD INDEX FDS
2.07%9.4K$4.1M
-1.89%(-182)
2025-Q1: 10.0K shares2025-Q2: 10.3K shares2025-Q3: 10.0K shares2025-Q4: 9.6K shares2026-Q1: 9.4K shares
$65.18(+29.35%)
2026-03-31
VTV
VANGUARD INDEX FDS
1.79%18.2K$3.6M
+5.40%(+933)
2025-Q1: 16.9K shares2025-Q2: 17.8K shares2025-Q3: 17.6K shares2025-Q4: 17.3K shares2026-Q1: 18.2K shares
$173.07(+19.33%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.69%19.3K$3.4M
+0.18%(+35)
2025-Q1: 20.6K shares2025-Q2: 20.8K shares2025-Q3: 20.8K shares2025-Q4: 19.3K shares2026-Q1: 19.3K shares
$128.01(+53.50%)
2026-03-31

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