StockDriftsStockDriftsTop 50 Prosperity Consulting Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.26% | 432.5K | $323.9M | -2.19%(-9.70K) | $601.51(+29.50%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.53% | 1.15M | $119.7M | +3.48%(+38.77K) | $92.45(+17.53%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.52% | 126.3K | $93.0M | +0.26%(+323) | $569.48(+28.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.13% | 285.6K | $82.6M | +4.99%(+13.57K) | $204.49(+49.34%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3% | 1.40M | $79.1M | +2.21%(+30.32K) | $57.61(+0.48%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.73% | 237.9K | $72.1M | +7.99%(+17.61K) | $206.77(+45.78%) | 2026-06-30 | |
| IWY | ISHARES TR | 2.71% | 246.5K | $71.6M | -15.59%(-45.53K) | $237.23(+23.54%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 2.39% | 386.4K | $63.2M | +3.58%(+13.35K) | $136.60(+23.28%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.83% | 253.1K | $48.2M | -3.18%(-8.32K) | $112.63(+69.34%) | 2026-06-30 | |
| EFV | ISHARES TR | 1.81% | 626.3K | $47.9M | +8.07%(+46.78K) | $62.82(+30.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.77% | +55.17% | — | — | +39.76% |
| Top 20 Holdings Unweighted | +15.95% | +55.91% | — | — | +39.52% |
Prosperity Consulting Group LLC reports $2.64B in US-listed equity holdings across 629 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.3%), EFA (4.5%) and QQQ (3.5%). The top 20 holdings account for 51.27% of reported assets. Its disclosed equity book has returned +55.17% 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 Prosperity Consulting Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910398). View Prosperity Consulting Group LLC’s 13F filings on SEC