13F Insight
DOSSIER · 13F-HR · Q2 2026

Prosperity Consulting Group, LLC

$2.6B in tracked AUM across 636 positions as of Q2 2026.

PC
CIK 0001910398 · last filed Jun 30, 2026
Total AUM
$2.6B
as of Q2 2026
Holdings
636
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Prosperity Consulting Group, LLC 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
IVV
ISHARES TR
$324M432K12.3%02
EFA
ISHARES TR
$120M1.2M4.5%03
QQQ
INVESCO QQQ TR
$93M126K3.5%04
AAPL
APPLE INC
$83M287K3.1%05
JEPI
J P MORGAN EXCHANGE TRADED F
$79M1.4M3.0%06
QQQM
INVESCO EXCH TRADED FD TR II
$72M238K2.7%07
IWY
ISHARES TR
$72M247K2.7%08
MGV
VANGUARD WORLD FD
$63M386K2.4%09
XLK
SELECT SECTOR SPDR TR
$48M253K1.8%10
EFV
ISHARES TR
$48M626K1.8%

Filing history

2026Q2Jun 30
$2.6B▲ 17.6%
636 positionsView →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 positionsLocked
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