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Prosperity Bancshares 13F Portfolio

Portfolio Manager
Prosperity Bancshares INC
Performance
+7.24% (2026 Q2)
AUM (13F)
$153.08M
# of Holdings
450
Performance Rank
N/A
Allocation (Top 20)
57.45%
Latest filing
Q2 2026

Prosperity Bancshares INC Holdings Map

Top 50 Prosperity Bancshares INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAX
DIMENSIONAL ETF TRUST
8.73%362.8K$13.4M
+20.49%(+61.71K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 232.9K shares2026-Q1: 301.1K shares2026-Q2: 362.8K shares
$32.78(+16.28%)
2026-06-30
IDEQ
LAZARD ACTIVE ETF TR
7.06%308.3K$10.8M
+29.81%(+70.78K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 145.0K shares2026-Q1: 237.5K shares2026-Q2: 308.3K shares
$30.67(+17.36%)
2026-06-30
JCPB
J P MORGAN EXCHANGE TRADED F
3.72%121.4K$5.7M
+34.59%(+31.21K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 66.0K shares2026-Q1: 90.2K shares2026-Q2: 121.4K shares
$47.27(-2.01%)
2026-06-30
VGLT
VANGUARD SCOTTSDALE FDS
3.63%100.7K$5.6M
+11.10%(+10.06K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.9K shares2026-Q1: 90.6K shares2026-Q2: 100.7K shares
$55.66(-4.74%)
2026-06-30
AAPL
APPLE INC
3.56%18.8K$5.4M
+7.20%(+1.26K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.0K shares2026-Q1: 17.6K shares2026-Q2: 18.8K shares
$263.55(+15.83%)
2026-06-30
NVDA
NVIDIA CORPORATION
3.43%26.3K$5.3M
+20.32%(+4.43K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.3K shares2026-Q1: 21.8K shares2026-Q2: 26.3K shares
$185.76(+21.29%)
2026-06-30
BRK.A
BERKSHIRE HATHAWAY INC DEL
2.94%6$4.5M
-14.29%(-1)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7 shares2026-Q1: 7 shares2026-Q2: 6 shares
$754500.00(+0.99%)
2026-06-30
VXUS
VANGUARD STAR FDS
2.78%49.8K$4.3M
+0.92%(+453)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 46.5K shares2026-Q1: 49.4K shares2026-Q2: 49.8K shares
$74.61(+17.58%)
2026-06-30
VCRB
VANGUARD MALVERN FDS
2.7%53.6K$4.1M
+13.82%(+6.50K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.6K shares2026-Q1: 47.1K shares2026-Q2: 53.6K shares
$77.85(-2.13%)
2026-06-30
VNQ
VANGUARD INDEX FDS
2.15%34.2K$3.3M
+18.07%(+5.23K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.5K shares2026-Q1: 28.9K shares2026-Q2: 34.2K shares
$90.11(+9.40%)
2026-06-30

About Prosperity Bancshares INCโ€™s portfolio

Prosperity Bancshares INC reports $153.08M in US-listed equity holdings across 450 positions in its most recent 13F filing. Its largest disclosed positions are DFAX (8.7%), IDEQ (7.1%) and JCPB (3.7%). The top 20 holdings account for 57.45% of reported assets. Its disclosed equity book has returned +5.87% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
DFAX โ€” 10.9% ($13.37M)IDEQ โ€” 8.8% ($10.81M)JCPB โ€” 4.7% ($5.70M)VGLT โ€” 4.5% ($5.56M)AAPL โ€” 4.4% ($5.45M)NVDA โ€” 4.3% ($5.25M)BRK.A โ€” 3.7% ($4.49M)VXUS โ€” 3.5% ($4.26M)VCRB โ€” 3.4% ($4.14M)VNQ โ€” 2.7% ($3.29M)Other โ€” 49.1% ($60.11M)
51%in top 10
  • DFAX10.9%
  • IDEQ8.8%
  • JCPB4.7%
  • VGLT4.5%
  • AAPL4.4%
  • NVDA4.3%
  • BRK.A3.7%
  • VXUS3.5%
  • VCRB3.4%
  • VNQ2.7%
  • Other49.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
39
IDEQLAZARD ACTIVE ETF TR+29.8%
DFAXDIMENSIONAL ETF TRUST+20.5%
JCPBJ P MORGAN EXCHANGE TRADED F+34.6%
NVDANVIDIA CORPORATION+20.3%
+35 more
Trimmed
9
BRK.ABERKSHIRE HATHAWAY INC DEL-14.3%
IJRISHARES TR-13.9%
BRK.BBERKSHIRE HATHAWAY INC DEL-9.0%
CSCOCISCO SYS INC-8.6%
+5 more

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Source filings

Holdings on this page are parsed from Prosperity Bancshares INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1068851). View Prosperity Bancshares INCโ€™s 13F filings on SEC

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