Prosperity Consulting Group
$2.6B 13F equity value
645 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prosperity Consulting Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 432,475 | $324M | 12.3% |
| EFA | ISHARES TR | 1,151,840 | $120M | 4.5% |
| QQQ | INVESCO QQQ TR | 126,343 | $93M | 3.5% |
| AAPL | APPLE INC | 285,583 | $83M | 3.1% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1,401,148 | $79M | 3.0% |
| QQQM | INVESCO EXCH TRADED FD TR II | 237,933 | $72M | 2.7% |
| IWY | ISHARES TR | 246,540 | $72M | 2.7% |
| MGV | VANGUARD WORLD FD | 386,443 | $63M | 2.4% |
| XLK | SELECT SECTOR SPDR TR | 253,075 | $48M | 1.8% |
| EFV | ISHARES TR | 626,287 | $48M | 1.8% |
Track Prosperity Consulting Group's 13F portfolio: $2.6B in reported holdings, 645 positions. Top holdings and quarterly changes on SentiSense.
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