account_balance

Investment manager · 13F filer · SEC CIK 2042930

Prosperity Advisers, LLC

Reported value$144Mas of Sep 30, 2026
Positions46 4 new, 2 sold out
Top 10 weight85.9%VEA alone is 26%
FiledOct 2828 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
VEA Vanguard Tax-Managed FDS 26.3% Added +4%
VTV Vanguard Index FDS 13.4% Added +5%
VTI Vanguard Index FDS 13.0% Held
VUG Vanguard Index FDS 13.0% Added +5%
VB Vanguard Index FDS 6.7% Added +4%
VWO Vanguard Intl Equity Index F 6.3% Added +7%
VOO Vanguard Index FDS 2.5% Held
SPTI SPDR Series Trust 1.7% Added +4%
VCIT Vanguard Scottsdale FDS 1.5% Added +3%
VCSH Vanguard Scottsdale FDS 1.5% Added +4%
NVDA NVIDIA Corp 1.0% Trimmed −10%AAPL Apple Inc. 0.9% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • AVUS $606K
  • AVUV $416K
  • AVIV $286K
  • DFEM $213K
arrow_upwardAdded
  • MU +79%
  • DFIC +61%
  • DFLV +52%
  • DFAI +7%
arrow_downwardTrimmed
remove_circleSold out
  • WDC $243K
  • DFSV $211K

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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