account_balance
Investment manager · 13F filer · SEC CIK 2001016
Prosperitas Financial LLC
Reported value$331Mas of Sep 30, 2026
Positions107 15 new, 11 sold out
Top 10 weight41.5%AAPL alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%
SCHGSchwab Strategic Tr
4.8%
GOOGLAlphabet Inc.
4.4%Added +4%
NVDANVIDIA Corp
4.4%Added +5%
VTVVanguard Index FDS
4.1%Trimmed −3%
VOOVanguard Index FDS
4.1%
MSFTMicrosoft Corp
4.0%Added +7%
AMZNAmazon.com Inc
3.6%Added +6%
SCHDSchwab Strategic Tr
3.5%
METAMeta Platforms, Inc.
3.3%Added +8%
VOVanguard Index FDS
3.3%
SCHBSchwab Strategic Tr
3.2%Trimmed −13%
AAPLApple Inc.
5.2%
SCHGSchwab Strategic Tr
4.8%
GOOGLAlphabet Inc.
4.4%
NVDANVIDIA Corp
4.4%+5%
VTVVanguard Index FDS
4.1%−3%
VOOVanguard Index FDS
4.1%
MSFTMicrosoft Corp
4.0%
AMZNAmazon.com Inc
3.6%
SCHDSchwab Strategic Tr
3.5%
METAMeta Platforms, Inc.
3.3%
VOVanguard Index FDS
3.3%
SCHBSchwab Strategic Tr
3.2%
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
AAPL Apple Inc. 5.2% Held
SCHG Schwab Strategic Tr 4.8% Held
GOOGL Alphabet Inc. 4.4% Added +4%NVDA NVIDIA Corp 4.4% Added +5%VTV Vanguard Index FDS 4.1% Trimmed −3%
VOO Vanguard Index FDS 4.1% Held
MSFT Microsoft Corp 4.0% Added +7%AMZN Amazon.com Inc 3.6% Added +6%SCHD Schwab Strategic Tr 3.5% Held
META Meta Platforms, Inc. 3.3% Added +8%VO Vanguard Index FDS 3.3% Held
SCHB Schwab Strategic Tr 3.2% Trimmed −13%
What changed
Biggest moves since Jun 30, 2026
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