account_balance

Investment manager · 13F filer · SEC CIK 2012519

Prospect Financial Services LLC

Reported value$209Mas of Sep 30, 2026
Positions115 6 new, 6 sold out
Top 10 weight44.1%VCLT alone is 6%
FiledNov 1344 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
VCLT Vanguard Scottsdale FDS 6.3% Added +29%
VOO Vanguard Index FDS 5.3% Added +7%
SLG Sl Green Realty Corp 5.2% Trimmed −9%GOOG Alphabet Inc. 5.2% Trimmed −4%
QQQ Invesco QQQ Tr 4.6% Added +3%
VCIT Vanguard Scottsdale FDS 4.3% Added +32%
BA Boeing Co 3.7% HeldNVDA NVIDIA Corp 3.6% Trimmed −5%GOOGL Alphabet Inc. 3.1% Trimmed −3%
VTV Vanguard Index FDS 2.9% Added +5%
AAPL Apple Inc. 2.8% HeldPLTR Palantir Technologies Inc. 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • BND $372K
  • VOT $329K
  • SCMB $293K
  • AVUV $244K
arrow_upwardAdded
  • SPCX +127%
  • SPYV +53%
  • DGRO +52%
  • VBK +48%
arrow_downwardTrimmed
remove_circleSold out

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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