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

Prospera Financial Services Inc

Prospera Financial Services's asset manager based in Greenwich, CT — $6.2B in tracked AUM across 1,417 positions as of Q1 2026.

PF
Prospera Financial Services·Greenwich, CT·Asset Manager
CIK 0001541625 · last filed Mar 31, 2026
Total AUM
$6.2B
▼ 7.9%
vs prior
Holdings
1,417
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Prospera Financial Services Inc 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
AAPL
APPLE INC
$218M858K3.5%
02
NVDA
NVIDIA CORPORATION
$195M1.1M3.1%
03
MSFT
MICROSOFT CORP
$108M292K1.7%
04
AMZN
AMAZON COM INC
$95M454K1.5%
05
GOOGL
ALPHABET INC
$82M286K1.3%
06
QQQ
INVESCO QQQ TR
$81M140K1.3%
07
RDVY
FIRST TR EXCHANGE TRADED FD
$80M1.2M1.3%
08
XOM
EXXON MOBIL CORP
$70M414K1.1%
09
JPM
JPMORGAN CHASE & CO
$68M232K1.1%
10
HON
HONEYWELL INTL INC
$68M302K1.1%

Filing history

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