§ 13F · FUND PROFILE
Prosperity Advisers, LLC.
AUM · $138M (13F)Positions · 44Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 518K | $37M | 26.7% | +1% |
| 2 | VTI | VANGUARD INDEX FDS | 51K | $19M | 13.6% | −3% |
| 3 | VTV | VANGUARD INDEX FDS | 85K | $18M | 13.4% | +3% |
| 4 | VUG | VANGUARD INDEX FDS | 196K | $17M | 12.2% | +514% |
| 5 | VB | VANGUARD INDEX FDS | 33K | $10M | 7.1% | +2% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 142K | $8M | 6.1% | +4% |
| 7 | VOO | VANGUARD INDEX FDS | 5K | $4M | 2.6% | −1% |
| 8 | SPTI | SPDR SERIES TRUST | 86K | $2M | 1.8% | +7% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 27K | $2M | 1.6% | +2% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 27K | $2M | 1.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Advisers, LLC is a Other fund managing $138 million in assets. The fund runs a portfolio of 44 positions.
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