13F Insight
DOSSIER · 13F-HR · Q1 2026

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

C2P Advisory , d.b.a. Prosperity's asset manager based in Boston, MA — $1.8B in tracked AUM across 403 positions as of Q1 2026.

CA
C2P Advisory , d.b.a. Prosperity·Boston, MA·Asset Manager
CIK 0001965756 · last filed Mar 31, 2026
Total AUM
$1.8B
▼ 8.6%
vs prior
Holdings
403
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$179M2.3M10.2%
02
DFAC
DIMENSIONAL ETF TRUST
$111M2.9M6.3%
03
CORO
BLACKROCK ETF TRUST
$73M2.3M4.1%
04
VEA
VANGUARD TAX-MANAGED FDS
$59M917K3.3%
05
DYNF
BLACKROCK ETF TRUST
$59M1.0M3.3%
06
VUG
VANGUARD INDEX FDS
$54M125K3.1%
07
DFAX
DIMENSIONAL ETF TRUST
$48M1.4M2.7%
08
VTV
VANGUARD INDEX FDS
$47M241K2.7%
09
DCOR
DIMENSIONAL ETF TRUST
$34M478K2.0%
10
IVE
ISHARES TR
$33M156K1.9%

Filing history

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