Prosperity Consulting Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.25B
Q ending 2026-03-31
Prior quarter
$2.22B
Q ending 2025-12-31
Change
+1.1% QoQ · +73.8% YoY
Positions
524
reported holdings
Largest positions
Top 100 of 524 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.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $288.8M | 442K |
| Ishares Tr | EFA | Shares | $108.1M | 1.1M |
| J P Morgan Exchange Traded F | JEPI | Shares | $77.7M | 1.4M |
| Invesco Qqq Tr | QQQ | Shares | $72.7M | 126K |
| Ishares Tr | IWY | Shares | $72.7M | 292K |
| Apple Inc | AAPL | Shares | $69.0M | 272K |
| Vanguard World Fd | MGV | Shares | $54.1M | 373K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $52.4M | 220K |
| Ishares Tr | QUAL | Shares | $50.8M | 265K |
| Ishares Tr | ICSH | Shares | $45.2M | 894K |
| Ishares Tr | EFV | Shares | $43.1M | 580K |
| Ishares Tr | AGG | Shares | $37.2M | 375K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $35.5M | 55K |
| Select Sector Spdr Tr | XLK | Shares | $34.7M | 261K |
| Vanguard Index Fds | VO | Shares | $32.8M | 114K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $30.8M | 913K |
| Nvidia Corporation | NVDA | Shares | $28.6M | 164K |
| Microsoft Corp | MSFT | Shares | $26.3M | 71K |
| Alphabet Inc | GOOGL | Shares | $21.2M | 74K |
| Amazon Com Inc | AMZN | Shares | $20.5M | 98K |
| Schwab Strategic Tr | SCHD | Shares | $20.0M | 650K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $18.7M | 39K |
| Ishares Tr | IVW | Shares | $17.3M | 153K |
| Ishares Tr | IWS | Shares | $16.5M | 113K |
| Ishares Tr | IGIB | Shares | $16.3M | 307K |
| Broadcom Inc | AVGO | Shares | $15.9M | 51K |
| Spdr Series Trust | SDY | Shares | $14.2M | 97K |
| Select Sector Spdr Tr | XLC | Shares | $13.5M | 122K |
| Jpmorgan Chase & Co | JPM | Shares | $13.4M | 46K |
| Alphabet Inc | GOOG | Shares | $13.2M | 46K |
| Costco Wholesale Corporation | COST | Shares | $12.4M | 12K |
| Select Sector Spdr Tr | XLV | Shares | $11.4M | 78K |
| Select Sector Spdr Tr | XLF | Shares | $11.2M | 227K |
| J P Morgan Exchange Traded F | JPST | Shares | $11.2M | 221K |
| First Tr Exchange-Traded Fd | FVD | Shares | $10.8M | 230K |
| Select Sector Spdr Tr | XLY | Shares | $10.8M | 99K |
| Ishares Tr | EFG | Shares | $10.6M | 95K |
| Ishares Tr | IEFA | Shares | $10.4M | 115K |
| Ishares Tr | IWP | Shares | $10.3M | 81K |
| Fidelity Covington Trust | FMDE | Shares | $10.3M | 287K |
| Exxon Mobil Corp | XOM | Shares | $10.2M | 60K |
| Invesco Exchange Traded Fd T | PPA | Shares | $10.0M | 60K |
| Ishares Tr | DGRO | Shares | $9.9M | 141K |
| Ishares Tr | IWF | Shares | $9.9M | 23K |
| Eli Lilly & Co | LLY | Shares | $9.7M | 11K |
| Ishares Inc | IEMG | Shares | $9.6M | 137K |
| Pimco Etf Tr | MUNI | Shares | $9.4M | 181K |
| Vanguard Tax-Managed Fds | VEA | Shares | $9.2M | 144K |
| Walmart Inc | WMT | Shares | $8.5M | 68K |
| Visa Inc | V | Shares | $8.2M | 27K |
| Meta Platforms Inc | META | Shares | $8.1M | 14K |
| Wisdomtree Tr | DGRW | Shares | $8.1M | 92K |
| Spdr Gold Tr | GLD | Shares | $7.6M | 18K |
| First Tr Exchange-Traded Fd | FDL | Shares | $7.4M | 146K |
| Ishares Tr | AOA | Shares | $7.3M | 83K |
| Invesco Exchange Traded Fd T | PRF | Shares | $7.1M | 149K |
| Vanguard Scottsdale Fds | VTHR | Shares | $7.0M | 24K |
| Vanguard Specialized Funds | VIG | Shares | $6.9M | 32K |
| Taiwan Semiconductor Manufac | TSM | Shares | $6.7M | 20K |
| Pacer Fds Tr | COWZ | Shares | $6.5M | 104K |
| Ishares Tr | MUB | Shares | $6.5M | 61K |
| J P Morgan Exchange Traded F | JMST | Shares | $6.5M | 127K |
| Ishares Inc | EZU | Shares | $6.5M | 103K |
| Eaton Vance Tax-Managed Glob | XEXGX | Shares | $6.4M | 742K |
| Wisdomtree Tr | DGS | Shares | $6.2M | 103K |
| Home Depot Inc | HD | Shares | $6.2M | 19K |
| Vanguard Bd Index Fds | BSV | Shares | $6.1M | 78K |
| Select Sector Spdr Tr | XLI | Shares | $6.1M | 38K |
| Ishares Tr | IWD | Shares | $5.9M | 27K |
| Fidelity Merrimack Str Tr | FBND | Shares | $5.9M | 129K |
| International Business Machs | IBM | Shares | $5.7M | 24K |
| Coca Cola Co | KO | Shares | $5.7M | 75K |
| Bank New York Mellon Corp | BNY | Shares | $5.7M | 48K |
| Abbvie Inc | ABBV | Shares | $5.7M | 26K |
| Ishares Tr | IWR | Shares | $5.7M | 59K |
| Wisdomtree Tr | DES | Shares | $5.5M | 153K |
| Mcdonalds Corp | MCD | Shares | $5.4M | 17K |
| Ishares Tr | IWM | Shares | $5.4M | 22K |
| Oneok Inc New | OKE | Shares | $5.3M | 59K |
| Ishares Tr | AOR | Shares | $5.2M | 81K |
| Cisco Sys Inc | CSCO | Shares | $5.2M | 67K |
| Johnson & Johnson | JNJ | Shares | $5.0M | 21K |
| Select Sector Spdr Tr | XLU | Shares | $4.7M | 103K |
| Ishares Tr | IVE | Shares | $4.7M | 22K |
| Vanguard Index Fds | VOT | Shares | $4.6M | 18K |
| Tesla Inc | TSLA | Shares | $4.6M | 12K |
| Spdr Series Trust | BILS | Shares | $4.4M | 45K |
| Verizon Communications Inc | VZ | Shares | $4.3M | 86K |
| Snap On Inc | SNA | Shares | $4.3M | 12K |
| Vanguard Bd Index Fds | BND | Shares | $4.2M | 57K |
| Valero Energy Corp | VLO | Shares | $4.1M | 17K |
| Bank America Corp | BAC | Shares | $4.0M | 83K |
| Ishares Inc | EWC | Shares | $3.9M | 72K |
| Qualcomm Inc | QCOM | Shares | $3.9M | 30K |
| Vanguard Index Fds | VTV | Shares | $3.9M | 20K |
| Gilead Sciences Inc | GILD | Shares | $3.9M | 28K |
| Spdr Series Trust | BIL | Shares | $3.8M | 42K |
| Ishares Inc | EWJ | Shares | $3.7M | 44K |
| Ishares Tr | IDEV | Shares | $3.7M | 44K |
| Ishares Tr | IJH | Shares | $3.6M | 54K |
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.