C2P Capital Advisory Group, Llc D.B.A. Prosp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.76B
Q ending 2026-03-31
Prior quarter
$1.67B
Q ending 2025-12-31
Change
+5.1% QoQ · +38.8% YoY
Positions
403
reported holdings

Largest positions

Top 100 of 403 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Series TrustSPYMShares$179.4M2.3M
Dimensional Etf TrustDFACShares$111.1M2.9M
Blackrock Etf TrustCOROShares$72.6M2.3M
Vanguard Tax-Managed FdsVEAShares$58.8M917K
Blackrock Etf TrustDYNFShares$58.7M1.0M
Vanguard Index FdsVUGShares$54.5M125K
Dimensional Etf TrustDFAXShares$48.1M1.4M
Vanguard Index FdsVTVShares$47.2M241K
Dimensional Etf TrustDCORShares$34.5M478K
Ishares TrIVEShares$33.0M156K
Blackrock Etf TrustBAIShares$31.2M946K
Spdr Series TrustSPYGShares$30.8M314K
Ishares IncIEMGShares$29.6M424K
Ishares TrQUALShares$27.5M143K
Apple IncAAPLShares$26.6M105K
Vanguard Charlotte FdsBNDXShares$26.2M546K
Ishares TrTFLOShares$25.0M494K
Ishares TrMTUMShares$24.9M104K
Blackrock Etf TrustTHROShares$22.8M630K
Vanguard Intl Equity Index FVWOShares$19.0M352K
Global X FdsSHLDShares$19.0M268K
Ishares TrGOVTShares$18.5M808K
Vanguard Index FdsVOOShares$18.5M31K
Dimensional Etf TrustDFICShares$17.6M495K
Ishares TrMBBShares$16.6M175K
Invesco Qqq TrQQQShares$15.6M27K
Vanguard Bd Index FdsBSVShares$14.5M185K
Dimensional Etf TrustDFSDShares$14.2M297K
Microsoft CorpMSFTShares$13.3M36K
Blackrock Etf Trust IiBINCShares$12.6M242K
Vanguard Index FdsVBShares$12.6M48K
Ishares TrIVVShares$12.0M18K
Ishares TrTLHShares$11.5M114K
Spdr Index Shs FdsSPDWShares$10.4M228K
Nvidia CorporationNVDAShares$10.3M59K
Berkshire Hathaway Inc DelBRK/BShares$9.3M19K
Dimensional Etf TrustDFCFShares$9.3M220K
Dimensional Etf TrustDFGXShares$9.0M172K
Capital Group Dividend ValueCGDVShares$8.7M205K
Ishares Gold TrIAUShares$8.3M95K
Dimensional Etf TrustDFEMShares$7.7M224K
Dimensional Etf TrustDGCBShares$7.6M141K
Vanguard Bd Index FdsBIVShares$7.6M99K
Innovator Etfs TrustBALTShares$7.5M223K
Invesco Exch Traded Fd Tr IiQQQMShares$7.1M30K
Vanguard Scottsdale FdsVMBSShares$7.1M151K
First Tr Exchange Traded FdAIRRShares$6.9M62K
Vanguard Bd Index FdsBLVShares$6.7M98K
Innovator Etfs TrustUJULShares$6.7M175K
Dimensional Etf TrustDFUSShares$6.5M92K
State Str Spdr S&P 500 Etf TSPYShares$6.3M10K
Spdr Series TrustBILShares$6.3M69K
Vanguard Index FdsVTIShares$6.2M19K
Innovator Etfs TrustUJANShares$6.0M142K
Blackrock Etf Trust IiHIMUShares$5.9M123K
Innovator Etfs TrustUAPRShares$5.8M175K
Innovator Etfs TrustUAUGShares$5.8M147K
Innovator Etfs TrustUDECShares$5.8M149K
Innovator Etfs TrustUMARShares$5.8M145K
Innovator Etfs TrustUMAYShares$5.8M157K
Innovator Etfs TrustUJUNShares$5.8M155K
Innovator Etfs TrustUSEPShares$5.7M148K
Innovator Etfs TrustUOCTShares$5.7M150K
Innovator Etfs TrustUFEBShares$5.7M158K
Innovator Etfs TrustUNOVShares$5.7M153K
Amazon Com IncAMZNShares$5.6M27K
American Centy Etf TrAVDEShares$5.4M64K
Vanguard Mun Bd FdsVTEIShares$5.3M53K
Select Sector Spdr TrXLKShares$5.0M37K
Vanguard Whitehall FdsVYMShares$4.9M33K
Abbvie IncABBVShares$4.9M22K
Innovator Etfs TrustZALTShares$4.6M143K
Fidelity Covington TrustFBCGShares$4.5M90K
Spdr Series TrustSPMDShares$4.5M76K
Spdr Series TrustSPSMShares$4.5M93K
Exxon Mobil CorpXOMShares$4.5M27K
Spdr Gold TrGLDShares$4.4M10K
Alphabet IncGOOGShares$4.2M15K
Royal Bk CdaRYShares$4.1M25K
Ishares U S Etf TrMEARShares$3.9M78K
Home Depot IncHDShares$3.8M12K
Ishares TrDGROShares$3.8M54K
Wisdomtree TrUSFRShares$3.8M75K
Ishares TrIYWShares$3.6M20K
Spdr Series TrustSPABShares$3.5M136K
Costco Wholesale CorporationCOSTShares$3.5M3K
Ishares TrEFVShares$3.4M46K
Ishares TrSOXXShares$3.4M10K
Alphabet IncGOOGLShares$3.4M12K
Dimensional Etf TrustDFNMShares$3.4M70K
Blackrock Etf Trust IiCLOAShares$3.2M62K
Select Sector Spdr TrXLVShares$3.1M21K
Ishares TrSYSBShares$3.0M34K
Schwab Strategic TrFNDFShares$3.0M61K
Global X FdsMLPXShares$2.9M40K
Caterpillar IncCATShares$2.9M4K
Select Sector Spdr TrXLEShares$2.9M47K
Ishares TrIVWShares$2.9M25K
Johnson & JohnsonJNJShares$2.8M11K
Ishares TrMUBShares$2.7M25K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.