Prospera Financial Services Inc

CIK 0001541625 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Prospera Financial Services Inc reported 1,468 positions worth $6.89B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: AAPL (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.89B
2026 Q2
Positions
1,468
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.1%
Est. Net Flow (Q)
2026 Q2
10 / 1468 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$244.2M3.55%843,779
2NVDANVIDIA CORPORATIONSH$233.2M3.39%1,165,618
3MSFTMICROSOFT CORPSH$110.6M1.61%296,327
4AMZNAMAZON COM INCSH$108.3M1.57%454,422
5CATCATERPILLAR INCSH$103.9M1.51%97,568
6GOOGLALPHABET INCSH$97.4M1.41%272,534
7QQQINVESCO QQQ TRSH$97.2M1.41%131,820
8RDVYFIRST TR EXCHANGE TRADED FDSH$89.6M1.30%1,105,561
9GOOGALPHABET INCSH$85.2M1.24%241,030
10AVGOBROADCOM INCSH$78.3M1.14%207,114

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

Frequently Asked Questions

What stocks does Prospera Financial Services Inc hold as of Q2 2026?

Prospera Financial Services Inc reported 1468 positions worth $6.89B in its Q2 2026 13F filing. Largest positions: AAPL (3.5%), NVDA (3.4%), MSFT (1.6%), AMZN (1.6%) and CAT (1.5%).

What did Prospera Financial Services Inc buy in Q2 2026?

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

What did Prospera Financial Services Inc 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.