Institutional
Prosperity Advisers, LLC
CIK 0002042930
$138.1M
Reported AUM
44
Positions
Q2 2026
Period
2026-07-29
Filed
Editorial summary
Summary for Prosperity Advisers, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | 30.57% | 58.27% | $36.9M | 26.73% | — | HELD |
| 2 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $18.8M | 13.62% | — | HELD |
| 3 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $18.5M | 13.39% | — | HELD |
| 4 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | 14.10% | 69.36% | $16.9M | 12.24% | — | HELD |
| 5 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | 26.19% | 40.81% | $9.9M | 7.15% | — | HELD |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $58.76 | 0.97% | 20.53% | 30.20% | $8.5M | 6.12% | — | HELD |
| 7 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 20.72% | 76.33% | $3.6M | 2.57% | — | HELD |
| 8 | SPTI | SPDR SERIES TRUST | $28.08 | -0.21% | 1.03% | -1.05% | $2.4M | 1.77% | — | HELD |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | 2.35% | 3.75% | $2.2M | 1.62% | — | HELD |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $78.62 | -0.06% | 3.13% | 12.21% | $2.2M | 1.56% | — | HELD |
| 11 | SHV | ISHARES TR | $110.40 | 0.03% | 3.73% | 18.40% | $1.6M | 1.19% | — | HELD |
| 12 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $1.4M | 1.02% | — | HELD |
| 13 | AAPL | APPLE INC | $310.42 | -6.90% | 65.41% | 124.96% | $1.2M | 0.87% | — | HELD |
| 14 | VTIP | VANGUARD MALVERN FDS | $49.66 | 0.00% | 3.09% | 16.27% | $1.1M | 0.82% | — | HELD |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $266.46 | 0.98% | -9.73% | 40.87% | $1.1M | 0.79% | — | HELD |
| 16 | TSLA | TESLA INC | $311.11 | 0.73% | 2.06% | 25.94% | $986K | 0.71% | — | HELD |
| 17 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $868K | 0.63% | — | HELD |
| 18 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $774K | 0.56% | — | HELD |
| 19 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -13.24% | 55.41% | $600K | 0.43% | — | HELD |
| 20 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | 787.81% | 1193.85% | $593K | 0.43% | — | HELD |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $239.14 | -0.38% | 18.88% | 61.24% | $527K | 0.38% | — | HELD |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $40.68 | 0.32% | 34.19% | 65.58% | $501K | 0.36% | — | HELD |
| 23 | ED | CONSOLIDATED EDISON INC | $108.85 | -0.74% | 8.41% | 71.24% | $447K | 0.32% | — | HELD |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $42.10 | -0.64% | 27.52% | 62.16% | $426K | 0.31% | — | HELD |
| 25 | DFIC | DIMENSIONAL ETF TRUST | $38.09 | -0.57% | 27.56% | 83.52% | $406K | 0.29% | — | HELD |
| 26 | VGT | VANGUARD WORLD FD | $113.15 | -0.38% | 35.33% | 120.11% | $391K | 0.28% | — | HELD |
| 27 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $385K | 0.28% | — | HELD |
| 28 | VO | VANGUARD INDEX FDS | $80.94 | -0.06% | 16.07% | 40.55% | $384K | 0.28% | — | HELD |
| 29 | GLD | SPDR GOLD TR | $371.53 | -1.49% | 22.01% | 122.26% | $375K | 0.27% | — | HELD |
| 30 | HD | HOME DEPOT INC | $331.99 | -0.41% | -8.42% | 15.74% | $365K | 0.26% | — | HELD |
| 31 | PEG | PUBLIC SVC ENTERPRISE GROUP | $76.68 | -1.12% | — | — | $353K | 0.26% | — | HELD |
| 32 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $352K | 0.26% | — | HELD |
| 33 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | — | — | $332K | 0.24% | — | HELD |
| 34 | WSFS | WSFS FINL CORP | $80.20 | 0.48% | — | — | $316K | 0.23% | — | HELD |
| 35 | BA | BOEING CO | $216.14 | -2.15% | — | — | $305K | 0.22% | — | HELD |
| 36 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $272K | 0.20% | — | HELD |
| 37 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.31 | 0.25% | — | — | $251K | 0.18% | — | HELD |
| 38 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | — | — | $245K | 0.18% | — | HELD |
| 39 | WDC | WESTERN DIGITAL CORP | $544.84 | 2.21% | — | — | $243K | 0.18% | — | HELD |
| 40 | BR | BROADRIDGE FINL SOLUTIONS IN | $153.95 | -0.53% | — | — | $237K | 0.17% | — | HELD |
| 41 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | — | — | $221K | 0.16% | — | HELD |
| 42 | DFAE | DIMENSIONAL ETF TRUST | $37.52 | 0.46% | — | — | $215K | 0.16% | — | HELD |
| 43 | DFSV | DIMENSIONAL ETF TRUST | $39.66 | 0.00% | — | — | $211K | 0.15% | — | HELD |
| 44 | DFUS | DIMENSIONAL ETF TRUST | $81.59 | 0.69% | — | — | $203K | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0002042930-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.