C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors: 13F holdings
CIK 19657562026Q2
| Positions | 424 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 2,850,502 | $250.5m | 12.4% |
| DIMENSIONAL ETF TRUST | 2,739,886 | $121.5m | 6.0% |
| BLACKROCK ETF TRUST | 2,402,506 | $87.9m | 4.3% |
| VUG VANGUARD INDEX FDS | 870,799 | $75.0m | 3.7% |
| VEA VANGUARD TAX-MANAGED FDS | 1,011,182 | $72.0m | 3.6% |
| DYNF BLACKROCK ETF TRUST | 1,043,867 | $71.0m | 3.5% |
| VTV VANGUARD INDEX FDS | 273,505 | $59.6m | 2.9% |
| DFAX DIMENSIONAL ETF TRUST | 1,362,389 | $50.2m | 2.5% |
| SPYG SPDR SERIES TRUST | 419,977 | $50.0m | 2.5% |
| BAI BLACKROCK ETF TRUST | 939,162 | $49.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965756")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.