account_balance

Investment manager · 13F filer · SEC CIK 1965756

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad

Reported value$2.03Bas of Sep 30, 2026
Positions417 33 new, 40 sold out
Top 10 weight42.5%SPYM alone is 14%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYM SPDR Series Trust 13.6% Added +8%
CORO BlackRock ETF Trust 4.7% Added +9%
VUG Vanguard Index FDS 3.9% Held
DYNF BlackRock ETF Trust 3.7% Added +4%
VEA Vanguard Tax-Managed FDS 3.6% Added +3%
SPYG SPDR Series Trust 3.0% Added +19%
VTV Vanguard Index FDS 3.0% Added +4%
DFAX Dimensional ETF Trust 2.4% Trimmed −3%
BAI BlackRock ETF Trust 2.3% Added +4%
IVE iShares Tr 2.2% Added +15%
SPDW SPDR Index SHS FDS 2.2% Added +295%
DCOR Dfa Invt Dimensions Group In 2.0% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • SH $10.1M
  • XLP $4.92M
  • XOM $4.36M
  • MBBA $2.51M
arrow_upwardAdded
  • TFLO +842%
  • SPAB +355%
  • SPDW +295%
  • VTI +49%
arrow_downwardTrimmed
  • IAU −33%
  • QQQ −11%
  • IYW −10%
  • IVV −8%
remove_circleSold out
  • DFAC $122M
  • RSP $8.49M
  • ZALT $3.18M
  • EDGF $1.17M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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