§ 13F · FUND PROFILE
Prospera Financial Services Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.9B (13F)Positions · 1352Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$113M 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 858K | $218M | 3.5% | +2% |
| 2 | NVDA | NVIDIA CORPORATION | 1.12M | $195M | 3.1% | −4% |
| 3 | MSFT | MICROSOFT CORP | 292K | $108M | 1.7% | +6% |
| 4 | AMZN | AMAZON COM INC | 454K | $95M | 1.5% | +7% |
| 5 | GOOGL | ALPHABET INC | 286K | $82M | 1.3% | ±0% |
| 6 | QQQ | INVESCO QQQ TR | 140K | $81M | 1.3% | −9% |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 1.17M | $80M | 1.3% | +5% |
| 8 | XOM | EXXON MOBIL CORP | 414K | $70M | 1.1% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO | 232K | $68M | 1.1% | −1% |
| 10 | HON | HONEYWELL INTL INC | 302K | $68M | 1.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERA SIGNAL
AC read
Prospera Financial Services Inc is a Other fund managing $5.9 billion in assets. The fund runs a massive portfolio of 1,352 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