DOSSIER · 13F-HR · Q2 2026
Prosperity Advisers, LLC
$138M in tracked AUM across 44 positions as of Q2 2026.
PA
CIK 0002042930 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Prosperity Advisers, LLC
1. Portfolio Overview
Prosperity Advisers, LLC manages a portfolio with a total value of approximately $121.14 million, distributed across 40 holdings. The portfolio structure indicates a "Core and Satellite" investment strategy, characterized by a heavy reliance on broad market ETFs for the core allocation, supplemented by individual stock positions to provide specific alpha or sector tilts.
The portfolio dem...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.