Institutions / Prosperity Advisers, LLC
Prosperity Advisers, LLC
CIK 2042930 · Institution · as of Dec 31, 2025
Portfolio value
$121.14M
Positions
40
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $30.79M | 25.4% |
| Vanguard Index Fds | $18.28M | 15.1% |
| Vanguard Index Fds | $15.56M | 12.8% |
| Vanguard Index Fds | $15.38M | 12.7% |
| Vanguard Index Fds | $8.03M | 6.6% |
| Vanguard Intl Equity Index F | $6.82M | 5.6% |
| Vanguard Index Fds | $3.39M | 2.8% |
| SPDR Series Trust | $2.31M | 1.9% |
| Vanguard Scottsdale Fds | $2.19M | 1.8% |
| Vanguard Scottsdale Fds | $1.99M | 1.6% |
| iShares Tr | $1.67M | 1.4% |
| Automatic Data Processing Inc | $1.34M | 1.1% |
| NVIDIA Corp | $1.20M | 1.0% |
| Tesla Inc | $1.15M | 0.9% |
| Apple Inc. | $1.12M | 0.9% |
| Vanguard Malvern Fds | $1.03M | 0.9% |
| Amazon.com Inc | $840.2K | 0.7% |
| Microsoft Corp | $688.3K | 0.6% |
| Alphabet Inc. | $665.1K | 0.5% |
| Vanguard Specialized Funds | $490.8K | 0.4% |
| Vanguard Index Fds | $461.7K | 0.4% |
| Consolidated Edison Inc | $456.1K | 0.4% |
| SPDR Gold Tr | $400.7K | 0.3% |
| Broadridge Financial Solutions Inc | $385.1K | 0.3% |
| Public Service Enterprise Group Inc | $347.3K | 0.3% |
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.