C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Name: C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001965756 · WESTLAKE, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 424 positions worth $2.03B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SPYM (12.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$2.03B

2026 Q2

Positions

424

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

43.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 424 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPYM	SPDR SERIES TRUST	SH	$250.5M	12.37%	2,850,502	—	—
▸ 2	DFAC	DIMENSIONAL ETF TRUST	SH	$121.5M	6.00%	2,739,886	—	—
▸ 3	CORO	BLACKROCK ETF TRUST	SH	$87.9M	4.34%	2,402,506	—	—
▸ 4	VUG	VANGUARD INDEX FDS	SH	$75.0M	3.70%	870,799	—	—
▸ 5	VEA	VANGUARD TAX-MANAGED FDS	SH	$72.0M	3.56%	1,011,182	—	—
▸ 6	DYNF	BLACKROCK ETF TRUST	SH	$71.0M	3.51%	1,043,867	—	—
▸ 7	VTV	VANGUARD INDEX FDS	SH	$59.6M	2.94%	273,505	—	—
▸ 8	DFAX	DIMENSIONAL ETF TRUST	SH	$50.2M	2.48%	1,362,389	—	—
▸ 9	SPYG	SPDR SERIES TRUST	SH	$50.0M	2.47%	419,977	—	—
▸ 10	BAI	BLACKROCK ETF TRUST	SH	$49.5M	2.44%	939,162	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors hold as of Q2 2026?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 424 positions worth $2.03B in its Q2 2026 13F filing. Largest positions: SPYM (12.4%), DFAC (6.0%), CORO (4.3%), VUG (3.7%) and VEA (3.6%).

What did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.