Prosperity Consulting Group, LLC
Prosperity Consulting Group, LLC reported 636 positions worth $2.64B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $323.9M | 12.25% | 432,475 | — | — | |
| ▸ 2 | EFA | SH | $119.7M | 4.53% | 1,151,840 | — | — | |
| ▸ 3 | QQQ | SH | $93.0M | 3.52% | 126,343 | — | — | |
| ▸ 4 | AAPL | SH | $82.6M | 3.13% | 285,583 | — | — | |
| ▸ 5 | JEPI | SH | $79.1M | 2.99% | 1,401,148 | — | — | |
| ▸ 6 | QQQM | SH | $72.1M | 2.73% | 237,933 | — | — | |
| ▸ 7 | IWY | SH | $71.6M | 2.71% | 246,540 | — | — | |
| ▸ 8 | MGV | SH | $63.2M | 2.39% | 386,443 | — | — | |
| ▸ 9 | XLK | SH | $48.2M | 1.82% | 253,075 | — | — | |
| ▸ 10 | EFV | SH | $47.9M | 1.81% | 626,287 | — | — |
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Frequently Asked Questions
What stocks does Prosperity Consulting Group, LLC hold as of Q2 2026?
Prosperity Consulting Group, LLC reported 636 positions worth $2.64B in its Q2 2026 13F filing. Largest positions: IVV (12.3%), EFA (4.5%), QQQ (3.5%), AAPL (3.1%) and JEPI (3.0%).
What did Prosperity Consulting Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Prosperity Consulting Group, 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.