Prosperitas Financial LLC
All holdings · as of Dec 31, 2025
| 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% |
| Ameren Corp | $3.84M | 1.5% |
| AUTONATION, INC. | $3.72M | 1.5% |
| LOCKHEED MARTIN CORP | $3.72M | 1.4% |
| COSTCO WHOLESALE CORP /NEW | $3.63M | 1.4% |
| MOLSON COORS BEVERAGE CO | $3.58M | 1.4% |
| Sprouts Farmers Market, Inc. | $3.23M | 1.3% |
| OCCIDENTAL PETROLEUM CORP /DE | $3.00M | 1.2% |
| YETI Holdings, Inc. | $2.43M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $1.87M | 0.7% |
| Root, Inc. | $1.59M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.49M | 0.6% |
| CATERPILLAR INC | $1.41M | 0.5% |
| Tesla Inc | $1.39M | 0.5% |
| Alphabet Inc. | $1.22M | 0.5% |
| SPDR S&P 500 ETF TR | $1.17M | 0.5% |
| ISHARES TR | $1.08M | 0.4% |
| PROSHARES TR II | $1.06M | 0.4% |
| INDEPENDENCE REALTY TRUST, INC. | $1.02M | 0.4% |
| Green Dot Corporation | $998.6K | 0.4% |
| Warren E. Buffett | $914.3K | 0.4% |
| AMERICAN CENTY ETF TR | $702.5K | 0.3% |
| ISHARES TR | $509.2K | 0.2% |
| SPDR GOLD TR | $481.9K | 0.2% |
| Walmart Inc. | $432.2K | 0.2% |
| ISHARES TR | $415.1K | 0.2% |