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 51–100 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 68K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 25K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 24K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 33K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 60K | $1M+ | SH |
| HD | HOME DEPOT INC | 21K | $1M+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 729K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 136K | $1M+ | SH |
| GLD | SPDR GOLD TR | 17K | $1M+ | SH |
| AOA | ISHARES TR | 75K | $1M+ | SH |
| MUB | ISHARES TR | 62K | $1M+ | SH |
| IEMG | ISHARES INC | 96K | $1M+ | SH |
| COWZ | PACER FDS TR | 107K | $1M+ | SH |
| DGS | WISDOMTREE TR | 112K | $1M+ | SH |
| ABBV | ABBVIE INC | 27K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 39K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 134K | $1M+ | SH |
| IWR | ISHARES TR | 60K | $1M+ | SH |
| MCD | MCDONALDS CORP | 19K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 73K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 19K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 48K | $1M+ | SH |
| TSLA | TESLA INC | 12K | $1M+ | SH |
| DES | WISDOMTREE TR | 165K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 55K | $1M+ | SH |
| KO | COCA COLA CO | 78K | $1M+ | SH |
| IWM | ISHARES TR | 22K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 116K | $1M+ | SH |
| QCOM | QUALCOMM INC | 31K | $1M+ | SH |
| CSCO | CISCO SYS INC | 67K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| AOR | ISHARES TR | 76K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 82K | $1M+ | SH |
| SAP | SAP SE | 19K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 37K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 106K | $1M+ | SH |
| OKE | ONEOK INC NEW | 61K | $1M+ | SH |
| MRK | MERCK & CO INC | 42K | $1M+ | SH |
| SNA | SNAP ON INC | 12K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 55K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 25K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| IWD | ISHARES TR | 19K | $1M+ | SH |
| EPI | WISDOMTREE TR | 85K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 95K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 208K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 25K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 11K | $1M+ | SH |