Prosperity Consulting Group, LLC: 13F holdings
CIK 19103982026Q2
| Positions | 630 |
|---|---|
| Reported value | $2.6bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 432,475 | $323.9m | 12.3% |
| EFA ISHARES TR | 1,151,840 | $119.7m | 4.5% |
| QQQ INVESCO QQQ TR | 126,343 | $93.0m | 3.5% |
| AAPL APPLE INC | 285,583 | $82.6m | 3.1% |
| JEPI J P MORGAN EXCHANGE TRADED F | 1,401,148 | $79.1m | 3.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 237,933 | $72.1m | 2.7% |
| IWY ISHARES TR | 246,540 | $71.6m | 2.7% |
| MGV VANGUARD WORLD FD | 386,443 | $63.2m | 2.4% |
| XLK SELECT SECTOR SPDR TR | 253,075 | $48.2m | 1.8% |
| EFV ISHARES TR | 626,287 | $47.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910398")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.