Prosperity Advisers, LLC
- SEC CIK
- 0002042930
- Latest filing
- Jul 29, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only.
- Positions
- 40
- No filing for Q3 2025
- Portfolio value
- $121.1M
- No filing for Q3 2025
Prosperity Advisers, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 492,880 | $30.8M | 25.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,526 | $18.3M | 15.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 81,481 | $15.6M | 12.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,530 | $15.4M | 12.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 31,129 | $8.03M | 6.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 126,884 | $6.82M | 5.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,404 | $3.39M | 2.8% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 80,103 | $2.31M | 1.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,159 | $2.19M | 1.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 24,941 | $1.99M | 1.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 15,167 | $1.67M | 1.4% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 5,185 | $1.34M | 1.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 6,437 | $1.20M | 1.0% | – | – | History |
| TSLATesla, Inc. | Stock | 2,552 | $1.15M | 0.9% | – | – | History |
| AAPLApple Inc. | Stock | 4,106 | $1.12M | 0.9% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 20,888 | $1.03M | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,640 | $840.2K | 0.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,423 | $688.3K | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,120 | $665.1K | 0.5% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,233 | $490.8K | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,591 | $461.7K | 0.4% | – | – | – |
| EDConsolidated Edison Inc | Stock | 4,592 | $456.1K | 0.4% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,011 | $400.7K | 0.3% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,718 | $385.1K | 0.3% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 4,325 | $347.3K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 978 | $336.5K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 8,752 | $333.5K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 473 | $312.3K | 0.3% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 408 | $307.5K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 8,984 | $307.4K | 0.3% | – | – | – |
| BABoeing Co | Stock | 1,373 | $298.1K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 465 | $285.7K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 879 | $283.2K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 858 | $268.6K | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 847 | $258.1K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 363 | $248.6K | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,186 | $245.4K | 0.2% | – | – | History |
| WSFSWSFS Financial Corp | COM | 4,112 | $227.1K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,003 | $222.7K | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 313 | $213.9K | 0.2% | – | – | History |