Top 44 Prosperity Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 26.73% | 518.1K | $36.9M | +1.36%(+6.94K) | $61.34(+18.98%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 13.62% | 50.8K | $18.8M | -3.41%(-1.80K) | $331.72(+15.17%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 13.39% | 84.9K | $18.5M | +2.92%(+2.40K) | $189.27(+19.30%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 12.24% | 196.3K | $16.9M | +2.30%(+4.41K) | $80.52(+10.62%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 7.15% | 32.6K | $9.9M | +2.16%(+687) | $256.67(+19.37%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.12% | 141.6K | $8.5M | +3.97%(+5.41K) | $54.05(+11.77%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.57% | 5.2K | $3.6M | -0.80%(-42) | $619.76(+14.73%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 1.77% | 86.2K | $2.4M | +6.90%(+5.56K) | $28.85(-2.60%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.62% | 27.1K | $2.2M | +2.07%(+549) | $83.89(-3.16%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.56% | 27.3K | $2.2M | +7.76%(+1.97K) | $79.77(-1.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +10.01% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +2.71% |
Prosperity Advisers, LLC reports $138.11M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are VEA (26.7%), VTI (13.6%) and VTV (13.4%). The top 20 holdings account for 94.22% of reported assets. Its disclosed equity book has returned +10.01% cumulatively over 2 quarters. 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 Prosperity Advisers, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042930). View Prosperity Advisers, LLCโs 13F filings on SEC