Prosperity Advisers, LLC

CIK 0002042930 · HORSHAM, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Prosperity Advisers, LLC reported 44 positions worth $138.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VEA (26.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$138.1M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.8%
Est. Net Flow (Q)
2026 Q2
10 / 44 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$36.9M26.73%518,133
2VTIVANGUARD INDEX FDSSH$18.8M13.62%50,841
3VTVVANGUARD INDEX FDSSH$18.5M13.39%84,852
4VUGVANGUARD INDEX FDSSH$16.9M12.24%196,317
5VBVANGUARD INDEX FDSSH$9.9M7.15%32,560
6VWOVANGUARD INTL EQUITY INDEX FSH$8.5M6.12%141,646
7VOOVANGUARD INDEX FDSSH$3.6M2.57%5,177
8SPTISPDR SERIES TRUSTSH$2.4M1.77%86,226
9VCITVANGUARD SCOTTSDALE FDSSH$2.2M1.62%27,132
10VCSHVANGUARD SCOTTSDALE FDSSH$2.2M1.56%27,279

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

Frequently Asked Questions

What stocks does Prosperity Advisers, LLC hold as of Q2 2026?

Prosperity Advisers, LLC reported 44 positions worth $138.1M in its Q2 2026 13F filing. Largest positions: VEA (26.7%), VTI (13.6%), VTV (13.4%), VUG (12.2%) and VB (7.1%).

What did Prosperity Advisers, LLC buy in Q2 2026?

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

What did Prosperity Advisers, LLC 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.