Prospera Capital Management, LLC Top Holdings and 13F Report (2025) About Prospera Capital Management, LLCInvestment ActivityProspera Capital Management, LLC has $206.81 million in total holdings as of September 30, 2025.Prospera Capital Management, LLC owns shares of 48 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.31% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Prospera Capital Management, LLC has purchased 43 new stocks and bought additional shares in 18 stocks.Prospera Capital Management, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $83,223,803Vanguard Total International Stock ETF $26,838,476Vanguard Total International Bond ETF $15,801,322Vanguard Total Bond Market ETF $15,315,533Vanguard S&P 500 ETF $13,672,773 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $417,273 Holding874039100 - Taiwan Semiconductor Manufacturing $337,956 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $290,390 Holding464285204 - iShares Gold Trust $216,927 Holding084670702 - Berkshire Hathaway $203,107 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 20,472 shares (about $6.72M)Vanguard FTSE All-World ex-US ETF 47,095 shares (about $3.36M)Vanguard Total International Bond ETF 22,197 shares (about $1.10M)Vanguard Total International Stock ETF 14,790 shares (about $1.09M)Vanguard Total Bond Market ETF 8,281 shares (about $614.48K) Largest Sales this Quarter Vanguard S&P 500 ETF 383 shares (about $234.54K)Vanguard Growth ETF 261 shares (about $125.18K)Vanguard Value ETF 246 shares (about $45.88K)Occidental Petroleum 676 shares (about $31.94K)Vanguard Small-Cap Value ETF 93 shares (about $19.41K) 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$83,223,803$6,718,287 ▲8.8%253,60040.2%ETFVXUSVanguard Total International Stock ETF$26,838,476$1,086,474 ▲4.2%365,34813.0%ETFBNDXVanguard Total International Bond ETF$15,801,322$1,095,890 ▲7.5%320,0527.6%ETFBNDVanguard Total Bond Market ETF$15,315,533$614,476 ▲4.2%206,4007.4%ETFVOOVanguard S&P 500 ETF$13,672,773$234,544 ▼-1.7%22,3276.6%ETFVEUVanguard FTSE All-World ex-US ETF$7,148,942$3,361,181 ▲88.7%100,1673.5%ETFVXFVanguard Extended Market ETF$7,073,237$295,381 ▲4.4%33,7883.4%ETFVUGVanguard Growth ETF$4,808,308$125,184 ▼-2.5%10,0252.3%ETFNVDANVIDIA$3,873,3900.0%20,7601.9%Computer and TechnologyVTVVanguard Value ETF$3,273,253$45,876 ▼-1.4%17,5521.6%ETFVEAVanguard FTSE Developed Markets ETF$3,050,924$12,943 ▲0.4%50,9171.5%ETFQQQInvesco QQQ$2,932,2680.0%4,8841.4%FinanceAAPLApple$1,694,7830.0%6,6560.8%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,168,9150.0%23,3480.6%ETFPALANTIR TECHNOLOGIES INC$1,081,751$45,605 ▲4.4%5,9300.5%CL ATYTri Continental$997,7300.0%29,3450.5%FinanceMSFTMicrosoft$955,1660.0%1,8440.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$922,734$19,411 ▼-2.1%4,4210.4%ETFVIGVanguard Dividend Appreciation ETF$920,4750.0%4,2660.4%ETFJPMJPMorgan Chase & Co.$767,102$3,154 ▲0.4%2,4320.4%FinanceAVUVAvantis U.S. Small Cap Value ETF$726,5690.0%7,3000.4%ETFVANGUARD MUN BD FDS$716,5310.0%9,3420.3%SHORT TAX EXEMPTSCHFSchwab International Equity ETF$703,1970.0%30,2060.3%ETFBIVVanguard Intermediate-Term Bond ETF$694,763$7,082 ▲1.0%8,9270.3%ETFGOOGAlphabet$691,926$114,225 ▲19.8%2,8410.3%Computer and TechnologyAMZNAmazon.com$654,099$78,826 ▲13.7%2,9790.3%Retail/WholesaleVOVanguard Mid-Cap ETF$618,4370.0%2,1050.3%ETFVBVanguard Small-Cap ETF$518,2750.0%2,0380.3%ETFOXYOccidental Petroleum$461,770$31,941 ▼-6.5%9,7730.2%EnergyCVXChevron$421,957$1,864 ▲0.4%2,7170.2%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$417,273$417,273 ▲New Holding4,9670.2%ETFIWFiShares Russell 1000 Growth ETF$361,6660.0%7720.2%ETFBNBrookfield$347,9750.0%5,0740.2%FinanceTSMTaiwan Semiconductor Manufacturing$337,956$337,956 ▲New Holding1,2100.2%Computer and TechnologyGRMNGarmin$313,7070.0%1,2740.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$293,0520.0%5,4090.1%ETFWMTWalmart$292,140$206 ▲0.1%2,8350.1%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$290,390$290,390 ▲New Holding3,6370.1%ETFXOMExxon Mobil$288,982$2,255 ▲0.8%2,5630.1%EnergyVOEVanguard Mid-Cap Value ETF$284,7020.0%1,6310.1%ETFBSVVanguard Short-Term Bond ETF$284,078$1,888 ▲0.7%3,6120.1%ETFCATCaterpillar$262,1850.0%5490.1%IndustrialsNEENextEra Energy$255,742$1,812 ▲0.7%3,3880.1%UtilitiesSCHWCharles Schwab$223,165$573 ▲0.3%2,3380.1%FinanceIAUiShares Gold Trust$216,927$216,927 ▲New Holding2,9810.1%FinanceVOTVanguard Mid-Cap Growth ETF$212,2970.0%7230.1%ETFBRK.BBerkshire Hathaway$203,107$203,107 ▲New Holding4040.1%FinanceAFLAflac$200,192$200,192 ▲New Holding1,7920.1%FinanceSCHDSchwab US Dividend Equity ETF$0$437,250 ▼-100.0%00.0%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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