DOSSIER · 13F-HR · Q3 2026

Prospera Financial Services Inc

$7.7B in tracked AUM across 1,511 positions as of Q3 2026.

PF

CIK 0001541625 · last filed Sep 30, 2026

Total AUM

$7.7B

as of Q3 2026

Holdings

1,511

+43 QoQ

positions

Whale Score

56

56

tracked

Activity

1622

+187 new, −144 sold

changes this Q

AI Analysis · Q3 2026

Prospera Financial Services Inc filed its latest 13F-HR for Q3 2026. 1622 position changes this quarter — 187 new, 144 exited, 800 added, 491 trimmed.

Quarter at a glance — Q3 2026

1622 material changes this filing.

XOMEXXONMOBIL HOLDINGS CORP

MSFTMICROSOFT CORP

XOMEXXON MOBIL CORP

NVDANVIDIA CORPORATION

CATCATERPILLAR INC

SPCXSPACE EXPLORATION TECHN CORP

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

$337M977K4.4%02

NVIDIA CORPORATION

$285M1.4M3.7%03

$180M345K2.3%04

$132M550K1.7%05

FIRST TR EXCHANGE TRADED FD

JPMORGAN CHASE & CO

STATE STR SPDR S&P 500 ETF T

Filing history

1,511 positionsView →2026Q2Jun 30

1,468 positionsView →2026Q1Mar 31

1,417 positionsView →2025Q4Dec 31

1,359 positionsView →2025Q3Sep 30

1,352 positionsLocked 2025Q2Jun 30

1,313 positionsLocked 2025Q1Mar 31

1,167 positionsLocked 2024Q4Dec 31

1,133 positionsLocked 2024Q3Sep 30

1,116 positionsLocked 2024Q2Jun 30

1,134 positionsLocked 2024Q1Mar 31

1,091 positionsLocked 2023Q4Dec 31

1,051 positionsLocked

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