C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad Top Holdings and 13F Report (2026)

About C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad

Investment Activity

C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad has $1.76 billion in total holdings as of March 31, 2026.
C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad owns shares of 403 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 16.40% of the portfolio was purchased this quarter.
About 9.92% of the portfolio was sold this quarter.
This quarter, C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad has purchased 377 new stocks and bought additional shares in 154 stocks.
C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad sold shares of 184 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $179,375,867
Dimensional U.S. Core Equity 2 ETF: $111,090,589
BLACKROCK ETF TRUST: $72,565,818
Vanguard FTSE Developed Markets ETF: $58,762,228
iShares U.S. Equity Factor Rotation Active ETF: $58,749,526

Largest New Holdings this Quarter

09290C764 - BLACKROCK ETF TRUST: $72,565,818 Holding
46429B267 - iShares U.S. Treasury Bond ETF: $18,519,751 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $4,529,631 Holding
78468R853 - SPDR Portfolio S&P 600 Small Cap ETF: $4,510,353 Holding
92189F536 - VanEck Long Muni ETF: $2,053,473 Holding

Largest Purchases this Quarter

BLACKROCK ETF TRUST: 2,256,891 shares (about $72.57M)
SPDR Portfolio S&P 500 ETF: 599,319 shares (about $45.87M)
iShares U.S. Treasury Bond ETF: 808,370 shares (about $18.52M)
BLACKROCK ETF TRUST: 281,299 shares (about $9.27M)
GLOBAL X FDS: 101,865 shares (about $7.22M)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF: 350,509 shares (about $24.45M)
iShares S&P 500 Value ETF: 67,627 shares (about $14.28M)
Invesco NASDAQ 100 ETF: 36,586 shares (about $8.69M)
iShares Gold Trust: 93,936 shares (about $8.28M)
SPDR Portfolio Developed World ex-US ETF: 139,539 shares (about $6.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$179,375,867	$45,871,880 â–²	34.4%	2,343,557	10.2%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$111,090,589	$1,256,344 â–²	1.1%	2,858,739	6.3%	ETF
BLACKROCK ETF TRUST	$72,565,818	$72,565,818 â–²	New Holding	2,256,891	4.1%	ISHARES INTL CTR
VEA Vanguard FTSE Developed Markets ETF	$58,762,228	$3,151,581 â–²	5.7%	917,014	3.3%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$58,749,526	$2,169,125 â–²	3.8%	1,009,789	3.3%	ETF
VUG Vanguard Growth ETF	$54,478,677	$5,498,754 â–²	11.2%	124,725	3.1%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$48,129,555	$4,073,547 â–¼	-7.8%	1,416,825	2.7%	ETF
VTV Vanguard Value ETF	$47,243,252	$3,650,305 â–²	8.4%	240,791	2.7%	ETF
DIMENSIONAL ETF TRUST	$34,464,892	$1,100,733 â–²	3.3%	478,148	2.0%	US CORE EQUITY 1
IVE iShares S&P 500 Value ETF	$33,006,906	$14,279,414 â–¼	-30.2%	156,320	1.9%	ETF
BLACKROCK ETF TRUST	$31,168,184	$9,268,799 â–²	42.3%	945,924	1.8%	ISHARES A I INNO
SPYG SPDR Portfolio S&P 500 Growth ETF	$30,757,136	$1,742,210 â–²	6.0%	314,137	1.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$29,584,793	$24,447,988 â–¼	-45.2%	424,155	1.7%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$27,492,012	$1,854,041 â–²	7.2%	143,329	1.6%	ETF
AAPL Apple	$26,587,161	$1,194,849 â–¼	-4.3%	104,760	1.5%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$26,242,462	$4,191,690 â–²	19.0%	546,149	1.5%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$25,015,753	$4,120,974 â–²	19.7%	494,090	1.4%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$24,906,740	$1,462,505 â–²	6.2%	103,782	1.4%	ETF
BTHM BlackRock Future U.S. Themes ETF	$22,813,596	$2,238,649 â–²	10.9%	629,862	1.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$19,000,941	$1,585,502 â–²	9.1%	351,544	1.1%	ETF
GLOBAL X FDS	$18,982,165	$7,216,124 â–²	61.3%	267,958	1.1%	DEFENSE TECH ETF
GOVT iShares U.S. Treasury Bond ETF	$18,519,751	$18,519,751 â–²	New Holding	808,370	1.1%	ETF
VOO Vanguard S&P 500 ETF	$18,463,321	$181,657 â–²	1.0%	30,898	1.1%	ETF
DFIC Dimensional International Core Equity 2 ETF	$17,577,560	$2,707,424 â–¼	-13.3%	494,724	1.0%	ETF
MBB iShares MBS ETF	$16,627,542	$2,555,578 â–²	18.2%	175,119	0.9%	ETF
QQQ Invesco QQQ	$15,567,473	$965,031 â–¼	-5.8%	26,972	0.9%	Finance
BSV Vanguard Short-Term Bond ETF	$14,512,179	$1,864,038 â–²	14.7%	185,081	0.8%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$14,207,290	$614,827 â–²	4.5%	296,727	0.8%	ETF
MSFT Microsoft	$13,339,833	$393,861 â–²	3.0%	36,037	0.8%	Computer and Technology
BINC iShares Flexible Income Active ETF	$12,585,476	$2,241,088 â–¼	-15.1%	242,355	0.7%	ETF
VB Vanguard Small-Cap ETF	$12,550,343	$713,728 â–²	6.0%	47,917	0.7%	ETF
IVV iShares Core S&P 500 ETF	$11,982,662	$2,751,361 â–²	29.8%	18,344	0.7%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$11,506,338	$1,135,616 â–²	11.0%	114,241	0.7%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$10,403,571	$6,369,944 â–¼	-38.0%	227,899	0.6%	ETF
NVDA NVIDIA	$10,272,948	$244,681 â–²	2.4%	58,905	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$9,313,515	$401,560 â–¼	-4.1%	19,436	0.5%	Finance
DFCF Dimensional Core Fixed Income ETF	$9,272,850	$703,511 â–²	8.2%	219,632	0.5%	ETF
DIMENSIONAL ETF TRUST	$9,030,832	$782,405 â–²	9.5%	172,178	0.5%	DIMENSIONAL INTE
CGDV Capital Group Dividend Value ETF	$8,739,873	$45,943 â–²	0.5%	205,451	0.5%	ETF
IAU iShares Gold Trust	$8,349,369	$8,281,398 â–¼	-49.8%	94,707	0.5%	Finance
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$7,732,645	$818,076 â–¼	-9.6%	223,810	0.4%	ETF
DIMENSIONAL ETF TRUST	$7,634,152	$658,280 â–²	9.4%	141,021	0.4%	GLOBAL CR ETF
BIV Vanguard Intermediate-Term Bond ETF	$7,608,376	$1,506,008 â–²	24.7%	98,580	0.4%	ETF
BALT Innovator Defined Wealth Shield ETF	$7,468,336	$2,193,392 â–²	41.6%	223,169	0.4%	ETF
QQQM Invesco NASDAQ 100 ETF	$7,145,626	$8,693,465 â–¼	-54.9%	30,072	0.4%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$7,080,105	$794,300 â–²	12.6%	150,801	0.4%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$6,861,330	$342,086 â–¼	-4.7%	61,937	0.4%	Manufacturing
BLV Vanguard Long-Term Bond ETF	$6,747,457	$961,751 â–²	16.6%	98,102	0.4%	ETF
UJUL Innovator U.S. Equity Ultra Buffer ETF - July	$6,715,456	$387,374 â–²	6.1%	175,352	0.4%	ETF
DFUS Dimensional U.S. Equity ETF	$6,547,637	$195,783 â–¼	-2.9%	92,337	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$6,329,550	$445,468 â–¼	-6.6%	9,733	0.4%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$6,296,134	$33,815 â–²	0.5%	68,705	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$6,181,836	$105,228 â–²	1.7%	19,269	0.4%	ETF
UJAN Innovator U.S. Equity Ultra Buffer ETF - January	$6,044,497	$324,649 â–²	5.7%	142,190	0.3%	ETF
BLACKROCK ETF TRUST II	$5,894,674	$1,246,423 â–²	26.8%	122,857	0.3%	ISHARES HIGH YIE
UAPR Innovator U.S. Equity Ultra Buffer ETF - April	$5,849,894	$389,328 â–²	7.1%	175,304	0.3%	ETF
UAUG Innovator U.S. Equity Ultra Buffer ETF - August	$5,801,538	$329,429 â–²	6.0%	147,456	0.3%	ETF
UDEC Innovator U.S. Equity Ultra Buffer ETF - December	$5,791,005	$296,621 â–²	5.4%	149,099	0.3%	ETF
UMAR Innovator U.S. Equity Ultra Buffer ETF - March	$5,779,348	$318,834 â–²	5.8%	145,429	0.3%	ETF
UMAY Innovator U.S. Equity Ultra Buffer ETF - May	$5,776,540	$339,714 â–²	6.2%	156,897	0.3%	ETF
UJUN Innovator U.S. Equity Ultra Buffer ETF - June	$5,757,540	$331,358 â–²	6.1%	154,608	0.3%	ETF
USEP Innovator U.S. Equity Ultra Buffer ETF - September	$5,738,239	$325,827 â–²	6.0%	148,393	0.3%	ETF
UOCT Innovator U.S. Equity Ultra Buffer ETF - October	$5,735,159	$379,761 â–²	7.1%	149,978	0.3%	ETF
UFEB Innovator U.S. Equity Ultra Buffer ETF - February	$5,732,242	$233,482 â–²	4.2%	157,913	0.3%	ETF
UNOV Innovator U.S. Equity Ultra Buffer ETF - November	$5,701,034	$333,079 â–²	6.2%	152,967	0.3%	Manufacturing
AMZN Amazon.com	$5,578,043	$110,174 â–¼	-1.9%	26,783	0.3%	Retail/Wholesale
AVDE Avantis International Equity ETF	$5,415,928	$86,282 â–²	1.6%	63,837	0.3%	ETF
VANGUARD MUN BD FDS	$5,270,649	$1,548,774 â–²	41.6%	52,738	0.3%	INTERMEDIATE TRM
XLK Technology Select Sector SPDR Fund	$4,979,470	$922,454 â–²	22.7%	37,468	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$4,896,254	$1,681,403 â–¼	-25.6%	33,060	0.3%	Financial Services
ABBV AbbVie	$4,880,266	$460,427 â–²	10.4%	22,439	0.3%	Medical
INNOVATOR ETFS TRUST	$4,638,988	$2,012,065 â–¼	-30.3%	142,914	0.3%	U S EQ 10 BUFFER
FBCG Fidelity Blue Chip Growth ETF	$4,533,233	$6,566 â–¼	-0.1%	90,448	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,529,631	$4,529,631 â–²	New Holding	76,488	0.3%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$4,510,353	$4,510,353 â–²	New Holding	93,343	0.3%	ETF
XOM ExxonMobil	$4,508,875	$570,735 â–²	14.5%	26,576	0.3%	Energy
GLD SPDR Gold Shares	$4,374,554	$1,484,001 â–¼	-25.3%	10,167	0.2%	Finance
GOOG Alphabet	$4,174,842	$1,191,009 â–²	39.9%	14,554	0.2%	Computer and Technology
RY Royal Bank Of Canada	$4,050,001		0.0%	25,034	0.2%	Finance
MEAR iShares Short Maturity Municipal Bond Active ETF	$3,918,026	$584,953 â–²	17.5%	77,831	0.2%	ETF
HD Home Depot	$3,811,141	$58,213 â–¼	-1.5%	11,588	0.2%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$3,776,086	$120,849 â–²	3.3%	53,806	0.2%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$3,775,857	$2,665,506 â–²	240.1%	75,007	0.2%	Finance
IYW iShares U.S. Technology ETF	$3,590,862	$2,199,364 â–¼	-38.0%	19,793	0.2%	Manufacturing
SPAB SPDR Portfolio Aggregate Bond ETF	$3,487,112	$1,538,173 â–¼	-30.6%	136,109	0.2%	ETF
COST Costco Wholesale	$3,463,424	$903,719 â–²	35.3%	3,476	0.2%	Retail/Wholesale
EFV iShares MSCI EAFE Value ETF	$3,449,061	$718,065 â–¼	-17.2%	46,390	0.2%	ETF
SOXX iShares Semiconductor ETF	$3,399,800	$3,930,608 â–¼	-53.6%	10,344	0.2%	ETF
GOOGL Alphabet	$3,388,883	$370,088 â–¼	-9.8%	11,785	0.2%	Computer and Technology
DFNM Dimensional National Municipal Bond ETF	$3,355,549	$554,936 â–²	19.8%	70,009	0.2%	ETF
CLOA iShares AAA CLO Active ETF	$3,193,897	$773,684 â–²	32.0%	61,617	0.2%	ETF
XLV Health Care Select Sector SPDR Fund	$3,139,265	$1,257,201 â–²	66.8%	21,412	0.2%	ETF
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF	$3,016,316	$432,186 â–²	16.7%	33,891	0.2%	ETF
FNDF Schwab Fundamental International Equity ETF	$2,969,341	$667,411 â–²	29.0%	60,685	0.2%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$2,942,828	$2,393,747 â–²	436.0%	39,800	0.2%	ETF
CAT Caterpillar	$2,901,628	$102,010 â–¼	-3.4%	4,096	0.2%	Industrials
XLE Energy Select Sector SPDR Fund	$2,892,108	$1,904,283 â–²	192.8%	47,210	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$2,859,027	$532,625 â–¼	-15.7%	25,277	0.2%	ETF
JNJ Johnson & Johnson	$2,800,850	$106,089 â–¼	-3.6%	11,458	0.2%	Medical
MUB iShares National Muni Bond ETF	$2,671,552	$940,584 â–²	54.3%	25,168	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad Top Holdings and 13F Report (2026)

About C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad Top Holdings and 13F Report (2026)

About C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofC2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Ad

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools