account_balance
Investment manager · 13F filer · SEC CIK 1910398
Prosperity Consulting Group, LLC
Reported value$2.64Bas of Jun 30, 2026
Positions629 125 new, 15 sold out
Top 10 weight37.9%IVV alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.3%Trimmed −2%
EFAiShares Tr
4.5%Added +3%
QQQInvesco QQQ Tr
3.5%
AAPLApple Inc.
3.1%Added +5%
JEPIJ P Morgan Exchange Traded F
3.0%Added +2%
QQQMInvesco Exch Traded Fd Tr II
2.7%Added +8%
IWYiShares Tr
2.7%Trimmed −16%
MGVVanguard World Fd
2.4%Added +4%
XLKSelect Sector SPDR Tr
1.8%−3%
EFViShares Tr
1.8%
SPYSPDR S&P 500 ETF Trust
1.6%
DYNFBlackRock ETF Trust
1.5%Added +5847%
IVViShares Tr
12.3%Trimmed −2%
EFAiShares Tr
4.5%
QQQInvesco QQQ Tr
3.5%
AAPLApple Inc.
3.1%
JEPIJ P Morgan Exchange Traded F
3.0%+2%
QQQMInvesco Exch Traded Fd Tr II
2.7%+8%
IWYiShares Tr
2.7%
MGVVanguard World Fd
2.4%
XLK1.8%
EFV1.8%
SPY1.6%DYNF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.3% Trimmed −2%
EFA iShares Tr 4.5% Added +3%
QQQ Invesco QQQ Tr 3.5% Held
AAPL Apple Inc. 3.1% Added +5%JEPI J P Morgan Exchange Traded F 3.0% Added +2%
QQQM Invesco Exch Traded Fd Tr II 2.7% Added +8%
IWY iShares Tr 2.7% Trimmed −16%
MGV Vanguard World Fd 2.4% Added +4%
XLK Select Sector SPDR Tr 1.8% Trimmed −3%
EFV iShares Tr 1.8% Added +8%
SPY SPDR S&P 500 ETF Trust 1.6% HeldDYNF BlackRock ETF Trust 1.5% Added +5847%
What changed
Biggest moves since Mar 31, 2026
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