Prosperity Advisers, LLC
CIK: 0002042930SEC EDGAR →
Portfolio Value
$121.1M
Holdings
40
As of
Q4 2025
New Positions
40
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 492,880 | $30.8M | 25.42% |
| 2 | VANGUARD INDEX FDS | 54,526 | $18.3M | 15.09% |
| 3 | VANGUARD INDEX FDS | 81,481 | $15.6M | 12.85% |
| 4 | VANGUARD INDEX FDS | 31,530 | $15.4M | 12.70% |
| 5 | VANGUARD INDEX FDS | 31,129 | $8.0M | 6.63% |
| 6 | VANGUARD INTL EQUITY INDEX F | 126,884 | $6.8M | 5.63% |
| 7 | VANGUARD INDEX FDS | 5,404 | $3.4M | 2.80% |
| 8 | SPDR SERIES TRUST | 80,103 | $2.3M | 1.91% |
| 9 | VANGUARD SCOTTSDALE FDS | 26,159 | $2.2M | 1.81% |
| 10 | VANGUARD SCOTTSDALE FDS | 24,941 | $2.0M | 1.64% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $110.5M | 91.3% |
| Technology | 5 | $3.6M | 3.0% |
| Consumer Cyclical | 3 | $2.3M | 1.9% |
| Industrials | 2 | $1.6M | 1.4% |
| Communication Services | 3 | $1.2M | 1.0% |
| Utilities | 2 | $803K | 0.7% |
| Unknown | 2 | $685K | 0.6% |
| Healthcare | 1 | $245K | 0.2% |