Prosperity Advisers, LLC: 13F holdings
CIK 20429302026Q2
| Positions | 44 |
|---|
| Reported value | $138.1m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 44 (+5 vs prior quarter) |
|---|
| Reported value | $138.1m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 518,133 | $36.9m | 26.7% |
| VTI VANGUARD INDEX FDS | 50,841 | $18.8m | 13.6% |
| VTV VANGUARD INDEX FDS | 84,852 | $18.5m | 13.4% |
| VUG VANGUARD INDEX FDS | 196,317 | $16.9m | 12.2% |
| VB VANGUARD INDEX FDS | 32,560 | $9.9m | 7.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 141,646 | $8.5m | 6.1% |
| VOO VANGUARD INDEX FDS | 5,177 | $3.6m | 2.6% |
| SPTI SPDR SERIES TRUST | 86,226 | $2.4m | 1.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 27,132 | $2.2m | 1.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 27,279 | $2.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042930")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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