§ 13F · FUND PROFILE
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 412Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$133M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.34M | $179M | 10.2% | +34% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.86M | $111M | 6.3% | +1% |
| 3 | CORO | BLACKROCK ETF TRUST | 2.26M | $73M | 4.1% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 917K | $59M | 3.3% | +6% |
| 5 | DYNF | BLACKROCK ETF TRUST | 1.01M | $59M | 3.3% | +4% |
| 6 | VUG | VANGUARD INDEX FDS | 125K | $54M | 3.1% | +11% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 1.42M | $48M | 2.7% | −8% |
| 8 | VTV | VANGUARD INDEX FDS | 241K | $47M | 2.7% | +8% |
| 9 | DCOR | DIMENSIONAL ETF TRUST | 478K | $34M | 2.0% | +3% |
| 10 | IVE | ISHARES TR | 156K | $33M | 1.9% | −30% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 412 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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