CIK 2012519
Prospect Financial Services LLC
Institutional 13F holdings & portfolio
Holdings
104
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 104
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 873 | $500K+ | SH |
| PFFD | GLOBAL X FDS | 31K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 10K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13K | $500K+ | SH |
| ARKK | ARK ETF TR | 7K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 19K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 986 | $100K–$500K | SH |
| EMQQ | EXCHANGE TRADED CONCEPTS TRU | 12K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 27K | $100K–$500K | SH |
| ARKG | ARK ETF TR | 17K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 3K | $100K–$500K | SH |
| INDA | ISHARES TR | 8K | $100K–$500K | SH |
| BP | BP PLC | 13K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $100K–$500K | SH |
| EPI | WISDOMTREE TR | 9K | $100K–$500K | SH |
| IWF | ISHARES TR | 774 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 5K | $100K–$500K | SH |
| JIVE | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| DGRO | ISHARES TR | 5K | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| T | AT&T INC | 12K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 996 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| ALAI | THE ALGER ETF TRUST | 8K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 475 | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 307 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 821 | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 976 | $100K–$500K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| V | VISA INC | 672 | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 673 | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 12K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 544 | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 517 | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 1K | $100K–$500K | SH |