Prospera Capital Management, LLC Top Holdings and 13F Report (2025) About Prospera Capital Management, LLCInvestment ActivityProspera Capital Management, LLC has $180.65 million in total holdings as of June 30, 2025.Prospera Capital Management, LLC owns shares of 43 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About 0.18% of the portfolio was sold this quarter.This quarter, Prospera Capital Management, LLC has purchased 37 new stocks and bought additional shares in 26 stocks.Prospera Capital Management, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $71,067,399Vanguard Total International Stock ETF $24,220,030Vanguard Total International Bond ETF $14,720,060Vanguard Total Bond Market ETF $14,553,836Vanguard S&P 500 ETF $12,939,524 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $1,144,638 Holding922907696 - VANGUARD MUN BD FDS $707,283 Holding02079K107 - Alphabet $420,769 Holding149123101 - Caterpillar $213,314 Holding808513105 - Charles Schwab $212,758 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 9,077 shares (about $2.77M)Vanguard S&P 500 ETF 2,014 shares (about $1.15M)Vanguard Tax-Exempt Bond ETF 23,348 shares (about $1.14M)Vanguard Total Bond Market ETF 15,540 shares (about $1.14M)Vanguard Total International Bond ETF 17,285 shares (about $854.23K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 2,770 shares (about $252.35K)Schwab US Dividend Equity ETF 2,670 shares (about $70.76K)Vanguard Small-Cap ETF 30 shares (about $7.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProspera Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$71,067,399$2,767,058 ▲4.1%233,12839.3%ETFVXUSVanguard Total International Stock ETF$24,220,030$632,864 ▲2.7%350,55813.4%ETFBNDXVanguard Total International Bond ETF$14,720,060$854,229 ▲6.2%297,8558.1%ETFBNDVanguard Total Bond Market ETF$14,553,836$1,141,570 ▲8.5%198,1198.1%ETFVOOVanguard S&P 500 ETF$12,939,524$1,147,521 ▲9.7%22,7107.2%ETFVXFVanguard Extended Market ETF$6,239,408$314,890 ▲5.3%32,3773.5%ETFVUGVanguard Growth ETF$4,514,490$144,397 ▲3.3%10,2862.5%ETFVEUVanguard FTSE All-World ex-US ETF$3,567,476$142,169 ▲4.2%53,0722.0%ETFNVDANVIDIA$3,280,027$29,862 ▲0.9%20,7601.8%Computer and TechnologyVTVVanguard Value ETF$3,162,854$151,941 ▲5.0%17,7981.8%ETFVEAVanguard FTSE Developed Markets ETF$2,890,467$64,763 ▲2.3%50,7011.6%ETFQQQInvesco QQQ$2,697,130$276,119 ▲11.4%4,8841.5%FinanceAAPLApple$1,365,544$67,908 ▲5.2%6,6560.8%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,144,638$1,144,638 ▲New Holding23,3480.6%ETFTYTri Continental$929,0630.0%29,3450.5%FinanceMSFTMicrosoft$917,064$83,550 ▲10.0%1,8440.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$884,412$84,640 ▲10.6%4,5140.5%ETFVIGVanguard Dividend Appreciation ETF$876,7580.0%4,2660.5%ETFPALANTIR TECHNOLOGIES INC$774,298$6,407 ▲0.8%5,6800.4%CL AVANGUARD MUN BD FDS$707,283$707,283 ▲New Holding9,3420.4%SHORT TAX EXEMPTJPMJPMorgan Chase & Co.$702,206$22,035 ▲3.2%2,4220.4%FinanceBIVVanguard Intermediate-Term Bond ETF$681,115$28,598 ▲4.4%8,8360.4%ETFSCHFSchwab International Equity ETF$667,5540.0%30,2060.4%ETFAVUVAvantis U.S. Small Cap Value ETF$665,030$252,347 ▼-27.5%7,3000.4%ETFVOVanguard Mid-Cap ETF$591,4070.0%2,1050.3%ETFAMZNAmazon.com$574,802$298,371 ▲107.9%2,6200.3%Retail/WholesaleVBVanguard Small-Cap ETF$484,620$7,134 ▼-1.5%2,0380.3%ETFOXYOccidental Petroleum$441,4660.0%10,4490.2%EnergySCHDSchwab US Dividend Equity ETF$437,250$70,755 ▼-13.9%16,5000.2%ETFGOOGAlphabet$420,769$420,769 ▲New Holding2,3720.2%Computer and TechnologyCVXChevron$387,357$5,728 ▲1.5%2,7050.2%EnergyIWFiShares Russell 1000 Growth ETF$327,8250.0%7720.2%ETFBNBrookfield$313,8270.0%5,0740.2%FinanceBSVVanguard Short-Term Bond ETF$281,478$1,804 ▲0.6%3,5880.2%ETFWMTWalmart$277,024$9,387 ▲3.5%2,8330.2%Retail/WholesaleXOMExxon Mobil$274,119$12,504 ▲4.8%2,5430.2%EnergyVOEVanguard Mid-Cap Value ETF$269,6080.0%1,6310.1%ETFVWOVanguard FTSE Emerging Markets ETF$267,522$19,239 ▲7.7%5,4090.1%ETFGRMNGarmin$265,928$835 ▲0.3%1,2740.1%Computer and TechnologyNEENextEra Energy$233,509$4,720 ▲2.1%3,3640.1%UtilitiesCATCaterpillar$213,314$213,314 ▲New Holding5490.1%IndustrialsSCHWCharles Schwab$212,758$212,758 ▲New Holding2,3320.1%FinanceVOTVanguard Mid-Cap Growth ETF$205,813$205,813 ▲New Holding7230.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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