Prosperity Advisers, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$120.3M
Q ending 2026-03-31
Prior quarter
$121.1M
Q ending 2025-12-31
Change
-0.7% QoQ
Positions
39
reported holdings
Largest positions
All 39 reported positions, 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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $32.8M | 511K |
| Vanguard Index Fds | VTI | Shares | $16.9M | 53K |
| Vanguard Index Fds | VTV | Shares | $16.2M | 82K |
| Vanguard Index Fds | VUG | Shares | $14.0M | 32K |
| Vanguard Index Fds | VB | Shares | $8.3M | 32K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.4M | 136K |
| Vanguard Index Fds | VOO | Shares | $3.1M | 5K |
| Spdr Series Trust | SPTI | Shares | $2.3M | 81K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.2M | 27K |
| Vanguard Scottsdale Fds | VCSH | Shares | $2.0M | 25K |
| Ishares Tr | SHV | Shares | $1.6M | 15K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Automatic Data Processing In | ADP | Shares | $1.1M | 5K |
| Vanguard Malvern Fds | VTIP | Shares | $1.0M | 20K |
| Apple Inc | AAPL | Shares | $1.0M | 4K |
| Tesla Inc | TSLA | Shares | $922K | 2K |
| Amazon Com Inc | AMZN | Shares | $777K | 4K |
| Alphabet Inc | GOOG | Shares | $608K | 2K |
| Microsoft Corp | MSFT | Shares | $544K | 1K |
| Spdr Gold Tr | GLD | Shares | $500K | 1K |
| Vanguard Specialized Funds | VIG | Shares | $480K | 2K |
| Consolidated Edison Inc | ED | Shares | $449K | 4K |
| Dimensional Etf Trust | DFAI | Shares | $421K | 11K |
| Vanguard Index Fds | VO | Shares | $383K | 1K |
| Public Svc Enterprise Group | PEG | Shares | $350K | 4K |
| Home Depot Inc | HD | Shares | $322K | 978 |
| Dimensional Etf Trust | DFLV | Shares | $321K | 9K |
| Meta Platforms Inc | META | Shares | $310K | 542 |
| Vanguard World Fd | VGT | Shares | $299K | 429 |
| Johnson & Johnson | JNJ | Shares | $290K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $289K | 500 |
| Broadridge Finl Solutions In | BR | Shares | $281K | 2K |
| Alphabet Inc | GOOGL | Shares | $278K | 966 |
| Boeing Co | BA | Shares | $273K | 1K |
| Wsfs Finl Corp | WSFS | Shares | $269K | 4K |
| Ishares Tr | IVV | Shares | $237K | 363 |
| Jpmorgan Chase & Co | JPM | Shares | $227K | 770 |
| Dimensional Etf Trust | DFUS | Shares | $213K | 3K |
| Micron Technology Inc | MU | Shares | $206K | 610 |
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.