Institutions / Prosperitas Financial LLC
Prosperitas Financial LLC
CIK 2001016 · Institution · as of Dec 31, 2025
Portfolio value
$256.58M
Positions
77
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $14.13M | 5.5% |
| Alphabet Inc. | $14.06M | 5.5% |
| Apple Inc. | $13.77M | 5.4% |
| Vanguard Index Fds | $13.18M | 5.1% |
| Vanguard Index Fds | $12.28M | 4.8% |
| NVIDIA Corp | $11.67M | 4.5% |
| Invesco Qqq Tr | $10.76M | 4.2% |
| Schwab Strategic Tr | $10.65M | 4.1% |
| Amazon.com Inc | $10.33M | 4.0% |
| Microsoft Corp | $10.22M | 4.0% |
| Vanguard Index Fds | $9.89M | 3.9% |
| Schwab Strategic Tr | $8.77M | 3.4% |
| Meta Platforms Inc | $7.93M | 3.1% |
| Warner Bros. Discovery, Inc. | $6.26M | 2.4% |
| Comfort Systems USA Inc | $5.85M | 2.3% |
| Netflix Inc | $5.43M | 2.1% |
| JPMorgan Chase & Co | $4.81M | 1.9% |
| ELI LILLY & Co | $4.75M | 1.9% |
| Chevron Corp | $4.62M | 1.8% |
| Philip Morris International Inc. | $4.31M | 1.7% |
| Vertiv Holdings Co | $4.28M | 1.7% |
| AbbVie Inc. | $4.25M | 1.7% |
| Lincoln National Corp | $4.10M | 1.6% |
| Mastercard Inc | $4.06M | 1.6% |
| Altria Group, Inc. | $3.85M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.