C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CIK: 0001965756SEC EDGAR →

Portfolio Value

$1671.1T

Holdings

377

As of

Q4 2025

New Positions

377

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPYM SPDR SERIES TRUST	1,744,238	$139.9M	0.00%
2	DFAC DIMENSIONAL ETF TRUST	2,826,409	$111.9M	0.00%
3	DYNF BLACKROCK ETF TRUST	972,506	$59.1M	0.00%
4	VUG VANGUARD INDEX FDS	112,136	$54.7M	0.00%
5	VEA VANGUARD TAX-MANAGED FDS	867,832	$54.2M	0.00%
6	IEMG ISHARES INC	774,664	$52.1M	0.00%
7	DFAX DIMENSIONAL ETF TRUST	1,536,741	$50.3M	0.00%
8	IVE ISHARES TR	223,947	$47.5M	0.00%
9	VTV VANGUARD INDEX FDS	222,186	$42.4M	0.00%
10	XLG INVESCO EXCHANGE TRADED FD T	668,465	$39.6M	0.00%

Quarterly Changes

Top Buys

SPYMNEW

$139.9M

DFACNEW

$111.9M

DYNFNEW

$59.1M

VUGNEW

$54.7M

VEANEW

$54.2M

Top Sells

No sells this quarter

New Positions (377)

SPYM

$139.9M · 1.7M shares

DFAC

$111.9M · 2.8M shares

$59.1M · 973K shares

$54.7M · 112K shares

$54.2M · 868K shares

$52.1M · 775K shares

$50.3M · 1.5M shares

$47.5M · 224K shares

$42.4M · 222K shares

$39.6M · 668K shares

$34.1M · 463K shares

$31.6M · 296K shares

$29.8M · 109K shares

$26.5M · 134K shares

$24.5M · 98K shares

$22.2M · 459K shares

$22.1M · 665K shares

$21.9M · 568K shares

$20.8M · 413K shares

$19.7M · 571K shares

$19.2M · 31K shares

$17.6M · 29K shares

$17.3M · 322K shares

$16.9M · 35K shares

$16.9M · 67K shares

$16.3M · 367K shares

$15.3M · 189K shares

$15.1M · 286K shares

$14.1M · 148K shares

$13.6M · 284K shares

$12.7M · 161K shares

$11.7M · 45K shares

$10.8M · 166K shares

$10.7M · 58K shares

$10.5M · 103K shares

$10.2M · 20K shares

$9.7M · 14K shares

$8.9M · 204K shares

$8.6M · 203K shares

$8.3M · 157K shares

$8.2M · 247K shares

$7.1M · 10K shares

$7.1M · 95K shares

$7.0M · 129K shares

$6.7M · 22K shares

$6.7M · 205K shares

$6.6M · 120K shares

$6.4M · 165K shares

$6.4M · 65K shares

$6.4M · 44K shares

$6.4M · 32K shares

$6.3M · 19K shares

$6.3M · 27K shares

$6.3M · 134K shares

$6.2M · 68K shares

$6.2M · 79K shares

$5.8M · 84K shares

$5.8M · 135K shares

$5.6M · 141K shares

$5.6M · 151K shares

$5.6M · 139K shares

$5.5M · 140K shares

$5.5M · 137K shares

$5.5M · 144K shares

$5.5M · 140K shares

$5.5M · 146K shares

$5.4M · 148K shares

$5.4M · 14K shares

$5.4M · 164K shares

$5.3M · 158K shares

$5.2M · 63K shares

$5.0M · 196K shares

$5.0M · 91K shares

$4.9M · 5K shares

$4.7M · 97K shares

$4.6M · 20K shares

$4.4M · 31K shares

$4.3M · 25K shares

GOOGL

$4.1M · 13K shares

$4.0M · 12K shares

$4.0M · 56K shares

$3.8M · 37K shares

$3.7M · 30K shares

$3.6M · 52K shares

$3.6M · 10K shares

$3.5M · 5K shares

$3.3M · 66K shares

$3.3M · 10K shares

$3.0M · 10K shares

$3.0M · 62K shares

$2.9M · 20K shares

$2.8M · 58K shares

$2.8M · 23K shares

$2.7M · 30K shares

$2.7M · 6K shares

$2.6M · 53K shares

$2.6M · 9K shares

$2.6M · 29K shares

$2.6M · 15K shares

$2.5M · 20K shares

$2.5M · 12K shares

$2.4M · 4K shares

$2.4M · 47K shares

$2.3M · 6K shares

$2.3M · 49K shares

$2.2M · 7K shares

$2.2M · 3K shares

$2.2M · 24K shares

$2.2M · 46K shares

$2.2M · 20K shares

$2.1M · 42K shares

$2.1M · 47K shares

$2.1M · 6K shares

$2.0M · 34K shares

$2.0M · 63K shares

$2.0M · 13K shares

$2.0M · 3K shares

$1.9M · 19K shares

$1.9M · 13K shares

$1.9M · 23K shares

$1.9M · 41K shares

$1.9M · 64K shares

$1.9M · 6K shares

$1.9M · 20K shares

$1.9M · 29K shares

$1.8M · 17K shares

$1.7M · 16K shares

$1.7M · 65K shares

$1.7M · 4K shares

$1.7M · 28K shares

$1.7M · 30K shares

$1.7M · 17K shares

$1.6M · 48K shares

$1.6M · 16K shares

$1.6M · 13K shares

$1.5M · 3K shares

$1.5M · 7K shares

$1.5M · 18K shares

$1.5M · 22K shares

$1.4M · 10K shares

$1.4M · 2K shares

$1.4M · 14K shares

$1.4M · 16K shares

$1.4M · 34K shares

$1.4M · 6K shares

$1.4M · 16K shares

$1.4M · 35K shares

$1.4M · 31K shares

$1.4M · 9K shares

$1.3M · 4K shares

$1.3M · 4K shares

$1.3M · 50K shares

$1.3M · 6K shares

$1.3M · 4K shares

$1.3M · 30K shares

$1.2M · 43K shares

$1.2M · 45K shares

$1.2M · 1K shares

$1.2M · 3K shares

$1.1M · 16K shares

$1.1M · 22K shares

$1.1M · 2K shares

$1.1M · 7K shares

$1.1M · 15K shares

$1.0M · 47K shares

$1.0M · 5K shares

$1.0M · 16K shares

$1.0M · 12K shares

$999K · 30K shares

$991K · 9K shares

$986K · 16K shares

$983K · 23K shares

$981K · 30K shares

$978K · 7K shares

$964K · 11K shares

$958K · 39K shares

$946K · 36K shares

$932K · 6K shares

$911K · 12K shares

$908K · 38K shares

$895K · 35K shares

$892K · 19K shares

$892K · 3K shares

$862K · 15K shares

$857K · 9K shares

$851K · 2K shares

$830K · 7K shares

$823K · 3K shares

$807K · 3K shares

$805K · 5K shares

$794K · 23K shares

$785K · 10K shares

$785K · 10K shares

$771K · 4K shares

$769K · 7K shares

$765K · 28K shares

$759K · 7K shares

$757K · 5K shares

$746K · 14K shares

$745K · 30K shares

$729K · 6K shares

$720K · 16K shares

$719K · 4K shares

$718K · 4K shares

$718K · 15K shares

$715K · 6K shares

$714K · 16K shares

$712K · 5K shares

$707K · 4K shares

$695K · 16K shares

$684K · 2K shares

RTX

$677K · 4K shares

$675K · 12K shares

$675K · 14K shares

$669K · 3K shares

$665K · 13K shares

$662K · 4K shares

$657K · 23K shares

$656K · 2K shares

$651K · 3K shares

$644K · 4K shares

$634K · 27K shares

$628K · 24K shares

$622K · 2K shares

$621K · 6K shares

$606K · 8K shares

$601K · 2K shares

$598K · 11K shares

$598K · 1K shares

$585K · 2K shares

$581K · 12K shares

$581K · 5K shares

$580K · 3K shares

$576K · 5K shares

$575K · 10K shares

$575K · 20K shares

$572K · 2K shares

$568K · 3K shares

$565K · 2K shares

$562K · 7K shares

$562K · 10K shares

$541K · 25K shares

$534K · 8K shares

$517K · 39K shares

$512K · 11K shares

$501K · 7K shares

$496K · 11K shares

$494K · 1K shares

$493K · 17K shares

$492K · 5K shares

$487K · 6K shares

$487K · 242 shares

$486K · 7K shares

$482K · 2K shares

$479K · 9K shares

$478K · 2K shares

$469K · 8K shares

$467K · 16K shares

$465K · 24K shares

$456K · 1K shares

$455K · 3K shares

$453K · 5K shares

$449K · 7K shares

$441K · 11K shares

$433K · 5K shares

$433K · 9K shares

$433K · 2K shares

$433K · 3K shares

$432K · 6K shares

$432K · 3K shares

$430K · 4K shares

$427K · 5K shares

$425K · 6K shares

$422K · 2K shares

$418K · 19K shares

$418K · 885 shares

$415K · 8K shares

$413K · 4K shares

$410K · 2K shares

$410K · 5K shares

$408K · 9K shares

$404K · 8K shares

$403K · 2K shares

$402K · 9K shares

$396K · 13K shares

$396K · 5K shares

$394K · 9K shares

$393K · 2K shares

$387K · 14K shares

$385K · 6K shares

$381K · 8K shares

$374K · 2K shares

$372K · 2K shares

$371K · 23K shares

$370K · 10K shares

$367K · 2K shares

$366K · 5K shares

$365K · 3K shares

$364K · 1K shares

$356K · 11K shares

$356K · 3K shares

$353K · 10K shares

$352K · 944 shares

$345K · 8K shares

$339K · 7K shares

$336K · 3K shares

$327K · 3K shares

$325K · 8K shares

$323K · 10K shares

$322K · 3K shares

$322K · 12K shares

$321K · 3K shares

$320K · 1K shares

$317K · 12K shares

$316K · 557 shares

$316K · 5K shares

$314K · 5K shares

$312K · 2K shares

$311K · 6K shares

$310K · 4K shares

$309K · 6K shares

$306K · 7K shares

$305K · 3K shares

$302K · 897 shares

VYMI

$298K · 3K shares

$296K · 4K shares

IGF

$291K · 5K shares

GEV

$285K · 436 shares

IWS

$278K · 2K shares

$277K · 1K shares

$274K · 3K shares

$270K · 7K shares

$270K · 9K shares

$267K · 6K shares

$265K · 8K shares

$265K · 6K shares

$263K · 12K shares

$262K · 8K shares

$256K · 3K shares

$252K · 2K shares

$252K · 2K shares

$251K · 2K shares

$247K · 16K shares

$245K · 5K shares

$242K · 2K shares

$240K · 13K shares

$239K · 7K shares

$237K · 2K shares

NZF

$234K · 19K shares

$232K · 816 shares

$232K · 2K shares

$231K · 5K shares

$231K · 4K shares

$231K · 5K shares

$229K · 2K shares

$229K · 3K shares

$225K · 2K shares

$225K · 4K shares

$224K · 2K shares

$223K · 3K shares

$223K · 5K shares

$222K · 2K shares

$217K · 1K shares

$216K · 3K shares

$214K · 1K shares

$212K · 607 shares

$203K · 3K shares

$200K · 4K shares

$189K · 14K shares

$177K · 10K shares

$174K · 16K shares

$156K · 29K shares

$87K · 12K shares

$84K · 11K shares

$68K · 12K shares

$27K · 12K shares

$11K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	240	$1.4B	85.3%
Technology	24	$78.9M	4.7%
Unknown	28	$78.1M	4.7%
Healthcare	16	$21.7M	1.3%
Consumer Cyclical	7	$17.4M	1.0%
Communication Services	6	$14.5M	0.9%
Industrials	21	$12.1M	0.7%
Consumer Defensive	8	$8.0M	0.5%
Energy	9	$6.8M	0.4%
Utilities	10	$4.5M	0.3%
Basic Materials	5	$2.2M	0.1%
Real Estate	3	$649K	0.0%