Skip to main content

Prosperity Advisers, LLC

SEC CIK
0002042930
Latest filing
Jul 29, 2026

The latest 13F from Prosperity Advisers, LLC covers Q2 2026 (filed Jul 29, 2026): 44 long positions worth $138.1M. The top 10 holdings make up 86.8% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 26.7%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$1.55M
Added
20
Est. +$2.81M
Reduced
15
Est. −$1.20M
Sold out
1
Est. −$289.9K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Ftse Developed Markets ETF921943858
    26.7%$36.9M
  2. Vanguard Morningstar Total Stock Market ETF922908769
    13.6%$18.8M
  3. Vanguard Morningstar Value ETF922908744
    13.4%$18.5M
  4. Vanguard Morningstar Growth ETF922908736
    12.2%$16.9M
  5. Vanguard Morningstar Small-Cap ETF922908751
    7.1%$9.87M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Value ETF922908744
    +$523.9KAdded
  2. Vanguard Ftse Developed Markets ETF921943858
    +$494.6KAdded
  3. Dimensional ETF Trust25434V799
    +$406.1KNew
  4. Vanguard Morningstar Growth ETF922908736
    +$379.6KAddedConverted for a 6-for-1 split
  5. Vanguard Ftse Emerging Markets ETF922042858
    +$323.2KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Growth ETF922908736
    +0.63 pp11.6% → 12.2%
  2. Dimensional ETF Trust25434V799
    +0.29 pp0.0% → 0.3%
  3. Vanguard Morningstar Small-Cap ETF922908751
    +0.21 pp6.9% → 7.1%
  4. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.18 pp0.0% → 0.2%History
  5. WDCWestern Digital Corp
    +0.18 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −$665.0KReduced
  2. JNJJohnson & Johnson
    −$289.9KSold outHistory
  3. MUMicron Technology Inc
    −$110.8KReducedHistory
  4. ADPAutomatic Data Processing Inc
    −$85.1KReducedHistory
  5. TSLATesla, Inc.
    −$57.6KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −0.41 pp14.0% → 13.6%
  2. JNJJohnson & Johnson
    −0.24 pp0.2% → 0.0%History
  3. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −0.18 pp1.4% → 1.2%
  4. GLDSPDR Gold Trust
    −0.14 pp0.4% → 0.3%History
  5. ADPAutomatic Data Processing Inc
    −0.10 pp0.9% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$138.1M
+$17.8M (+14.8%) vs. prior quarter
Positions
44
+5 vs. prior quarter
Top 10 concentration
86.8%
Top 10 as share of value
Turnover
1.2%
Q2 2026, one quarter
Average holding period
3.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $138.1M (Q2 2026)

Q4 2025: $121.1MQ1 2026: $120.3MQ2 2026: $138.1M
Q4 2025Q2 2026
13F filings of Prosperity Advisers, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 202644$138.1MVanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026Apr 24, 202639$120.3MVanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q4 2025SEC
Q4 2025Jan 23, 202640$121.1MVanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETF–SEC