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

Prosperity Consulting Group, LLC

$2.2B in tracked AUM across 524 positions as of Q1 2026.

PC
CIK 0001910398 · last filed Mar 31, 2026
Total AUM
$2.2B
as of Q1 2026
Holdings
524
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Prosperity Consulting Group, LLC 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
IVV
ISHARES TR
$289M442K12.8%02
EFA
ISHARES TR
$108M1.1M4.8%03
JEPI
J P MORGAN EXCHANGE TRADED F
$78M1.4M3.5%04
QQQ
INVESCO QQQ TR
$73M126K3.2%05
IWY
ISHARES TR
$73M292K3.2%06
AAPL
APPLE INC
$69M274K3.1%07
MGV
VANGUARD WORLD FD
$54M373K2.4%08
QQQM
INVESCO EXCH TRADED FD TR II
$52M220K2.3%09
QUAL
ISHARES TR
$51M265K2.3%10
ICSH
ISHARES TR
$45M894K2.0%

Filing history

2026Q1Mar 31
$2.2B▲ 1.1%
524 positionsView →2025Q4Dec 31
$2.2B▲ 9.6%
503 positionsView →2025Q3Sep 30
$2.0B▲ 48.0%
491 positionsView →2025Q2Jun 30
$1.4B▲ 5.9%
448 positionsLocked2025Q1Mar 31
$1.3B▼ 2.6%
459 positionsLocked2024Q4Dec 31
$1.3B▲ 3.7%
463 positionsLocked2024Q3Sep 30
$1.3B▲ 73.8%
458 positionsLocked2024Q2Jun 30
$737M▼ 7.6%
303 positionsLocked2024Q1Mar 31
$798M▲ 167.2%
352 positionsLocked2023Q4Dec 31
$299M▲ 37.2%
202 positionsLocked2023Q3Sep 30
$218M▲ 33.7%
147 positionsLocked2023Q2Jun 30
$163M▲ 2.9%
105 positionsLocked
Showing 12 of 18