CIK 1910398
Prosperity Consulting Group, LLC
Institutional 13F holdings & portfolio
Holdings
503
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 432K | $1M+ | SH |
| EFA | ISHARES TR | 996K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 125K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.3M | $1M+ | SH |
| AAPL | APPLE INC | 269K | $1M+ | SH |
| IWY | ISHARES TR | 201K | $1M+ | SH |
| QUAL | ISHARES TR | 264K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 369K | $1M+ | SH |
| EFV | ISHARES TR | 568K | $1M+ | SH |
| ICSH | ISHARES TR | 795K | $1M+ | SH |
| AGG | ISHARES TR | 381K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 254K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 53K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 74K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 112K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 124K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 161K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 860K | $1M+ | SH |
| GOOGL | ALPHABET INC | 73K | $1M+ | SH |
| AMZN | AMAZON COM INC | 98K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 39K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 711K | $1M+ | SH |
| IVW | ISHARES TR | 154K | $1M+ | SH |
| AVGO | BROADCOM INC | 50K | $1M+ | SH |
| IGIB | ISHARES TR | 312K | $1M+ | SH |
| IWS | ISHARES TR | 111K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 47K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 126K | $1M+ | SH |
| GOOG | ALPHABET INC | 47K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 98K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 241K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 256K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 106K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 81K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 234K | $1M+ | SH |
| LLY | ELI LILLY & CO | 10K | $1M+ | SH |
| IWP | ISHARES TR | 76K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 284K | $1M+ | SH |
| EFG | ISHARES TR | 88K | $1M+ | SH |
| V | VISA INC | 28K | $1M+ | SH |
| DGRO | ISHARES TR | 141K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| IEFA | ISHARES TR | 105K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 11K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 148K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 59K | $1M+ | SH |
| IWF | ISHARES TR | 19K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 97K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 157K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 170K | $1M+ | SH |