Prosperity Consulting Group
$2.2B Assets Reported
538 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 442,174 | $289M | 12.9% |
| EFA | ISHARES TR | 1,113,071 | $108M | 4.8% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1,370,824 | $78M | 3.5% |
| QQQ | INVESCO QQQ TR | 126,020 | $73M | 3.2% |
| IWY | ISHARES TR | 292,068 | $73M | 3.2% |
| AAPL | APPLE INC | 273,815 | $69M | 3.1% |
| MGV | VANGUARD WORLD FD | 373,096 | $54M | 2.4% |
| QQQM | INVESCO EXCH TRADED FD TR II | 220,323 | $52M | 2.3% |
| QUAL | ISHARES TR | 265,068 | $51M | 2.3% |
| ICSH | ISHARES TR | 893,574 | $45M | 2.0% |
Track Prosperity Consulting Group's 13F portfolio: $2.2B in reported holdings, 538 positions. Top holdings, AUM, and quarterly changes on SentiSense.