§ 13F · FUND PROFILE
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2602.1T (13F)Positions · 650Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.74M | $139.9T | 8.4% | +9% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.83M | $111.9T | 6.7% | −30% |
| 3 | DYNF | BLACKROCK ETF TRUST | 973K | $59.1T | 3.5% | +22% |
| 4 | VUG | VANGUARD INDEX FDS | 112K | $54.7T | 3.3% | +3% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 868K | $54.2T | 3.2% | +4% |
| 6 | IEMG | ISHARES INC | 775K | $52.1T | 3.1% | +62% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 1.54M | $50.3T | 3.0% | −16% |
| 8 | IVE | ISHARES TR | 224K | $47.5T | 2.8% | +97% |
| 9 | VTV | VANGUARD INDEX FDS | 222K | $42.4T | 2.5% | +3% |
| 10 | XLG | INVESCO EXCHANGE TRADED FD T | 668K | $39.6T | 2.4% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE C2P SIGNAL
AC read
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors is a Other fund managing $2602099.8 trillion in assets. The fund runs a broad portfolio of 650 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed