§ 13F · FUND PROFILE
Prosperity Consulting Group, LLC.
AUM · $2.6B (13F)Positions · 636Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$76M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 432K | $324M | 12.3% | −2% |
| 2 | EFA | ISHARES TR | 1.15M | $120M | 4.5% | +3% |
| 3 | QQQ | INVESCO QQQ TR | 126K | $93M | 3.5% | ±0% |
| 4 | AAPL | APPLE INC | 286K | $83M | 3.1% | +5% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.40M | $79M | 3.0% | +2% |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 238K | $72M | 2.7% | +8% |
| 7 | IWY | ISHARES TR | 247K | $72M | 2.7% | −16% |
| 8 | MGV | VANGUARD WORLD FD | 386K | $63M | 2.4% | +4% |
| 9 | XLK | SELECT SECTOR SPDR TR | 253K | $48M | 1.8% | −3% |
| 10 | EFV | ISHARES TR | 626K | $48M | 1.8% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Consulting Group, LLC is a Other fund managing $2.6 billion in assets. The fund runs a broad portfolio of 636 positions.
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