13F Insight
DOSSIER · 13F-HR · Q3 2026

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

$2.0B in tracked AUM across 417 positions as of Q3 2026.

CC
CIK 0001965756 · last filed Sep 30, 2026
Total AUM
$2.0B
as of Q3 2026
Holdings
417
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$275M3.1M13.6%02
CORO
BLACKROCK ETF TRUST
$95M2.6M4.7%03
VUG
VANGUARD INDEX FDS
$80M887K3.9%04
DYNF
BLACKROCK ETF TRUST
$75M1.1M3.7%05
VEA
VANGUARD TAX-MANAGED FDS
$74M1.0M3.6%06
SPYG
SPDR SERIES TRUST
$62M500K3.0%07
VTV
VANGUARD INDEX FDS
$61M284K3.0%08
DFAX
DIMENSIONAL ETF TRUST
$49M1.3M2.4%09
BAI
BLACKROCK ETF TRUST
$46M975K2.3%10
IVE
ISHARES TR
$46M200K2.2%

Filing history

2026Q3Sep 30
$2.0B▲ 0.2%
417 positionsView →2026Q2Jun 30
$2.0B▲ 15.3%
424 positionsView →2026Q1Mar 31
$1.8B▲ 5.1%
403 positionsView →2025Q4Dec 31
$1.7B▲ 43.1%
377 positionsView →2025Q3Sep 30
$1.2B▲ 9.2%
214 positionsLocked2025Q2Jun 30
$1.1B▼ 15.5%
269 positionsLocked2025Q1Mar 31
$1.3B▲ 2.8%
349 positionsLocked2024Q4Dec 31
$1.2B▲ 4.8%
337 positionsLocked2024Q3Sep 30
$1.2B▲ 29.9%
336 positionsLocked2024Q2Jun 30
$905M▲ 7.1%
309 positionsLocked2024Q1Mar 31
$845M▼ 8.3%
323 positionsLocked2023Q4Dec 31
$922M▲ 21.9%
377 positionsLocked
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