DOSSIER · 13F-HR · Q2 2026

Prospera Financial Services Inc

$6.9B in tracked AUM across 1,468 positions as of Q2 2026.

PF
CIK 0001541625 · last filed Jun 30, 2026
Total AUM
$6.9B
as of Q2 2026
Holdings
1,468
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Prospera Financial Services Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$244M844K3.5%
02
NVDA
NVIDIA CORPORATION
$233M1.2M3.4%
03
MSFT
MICROSOFT CORP
$111M296K1.6%
04
AMZN
AMAZON COM INC
$108M454K1.6%
05
CAT
CATERPILLAR INC
$104M98K1.5%
06
GOOGL
ALPHABET INC
$97M273K1.4%
07
QQQ
INVESCO QQQ TR
$97M132K1.4%
08
RDVY
FIRST TR EXCHANGE TRADED FD
$90M1.1M1.3%
09
GOOG
ALPHABET INC
$85M241K1.2%
10
AVGO
BROADCOM INC
$78M207K1.1%

Filing history

2026Q2Jun 30
$6.9B 10.9%
1,468 positionsView →
2026Q1Mar 31
$6.2B 1.9%
1,417 positionsView →
2025Q4Dec 31
$6.1B 3.9%
1,359 positionsView →
2025Q3Sep 30
$5.9B 9.2%
1,352 positionsView →
2025Q2Jun 30
$5.4B 23.3%
1,313 positionsLocked
2025Q1Mar 31
$4.4B 1.4%
1,167 positionsLocked
2024Q4Dec 31
$4.3B 9.6%
1,133 positionsLocked
2024Q3Sep 30
$3.9B 8.9%
1,116 positionsLocked
2024Q2Jun 30
$3.6B 7.1%
1,134 positionsLocked
2024Q1Mar 31
$3.4B 11.1%
1,091 positionsLocked
2023Q4Dec 31
$3.0B 16.8%
1,051 positionsLocked
2023Q3Sep 30
$2.6B 1.0%
1,006 positionsLocked
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