Prosperity Advisers, LLC Top Holdings and 13F Report (2026) About Prosperity Advisers, LLCInvestment ActivityProsperity Advisers, LLC has $138.11 million in total holdings as of June 30, 2026.Prosperity Advisers, LLC owns shares of 44 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 13.58% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Prosperity Advisers, LLC has purchased 39 new stocks and bought additional shares in 22 stocks.Prosperity Advisers, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $36,917,007Vanguard Total Stock Market ETF $18,813,358Vanguard Value ETF $18,491,828Vanguard Growth ETF $16,910,775Vanguard Small-Cap ETF $9,869,462 Largest New Holdings this Quarter 25434V799 - Dimensional International Core Equity 2 ETF $406,097 Holding874039100 - Taiwan Semiconductor Manufacturing $250,739 Holding958102105 - Western Digital $242,714 Holding78462F103 - SPDR S&P 500 ETF Trust $220,994 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $215,445 Holding Largest Purchases this Quarter Vanguard Growth ETF 164,332 shares (about $14.16M)Vanguard Value ETF 2,404 shares (about $523.90K)Vanguard FTSE Developed Markets ETF 6,942 shares (about $494.62K)Dimensional International Core Equity 2 ETF 10,899 shares (about $406.10K)Vanguard Information Technology ETF 2,845 shares (about $340.04K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,797 shares (about $664.97K)Micron Technology 96 shares (about $110.81K)Automatic Data Processing 377 shares (about $85.08K)Tesla 137 shares (about $57.62K)SPDR Gold Shares 143 shares (about $52.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProsperity Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$36,917,007$494,618 â–²1.4%518,13326.7%ETFVTIVanguard Total Stock Market ETF$18,813,358$664,967 â–¼-3.4%50,84113.6%ETFVTVVanguard Value ETF$18,491,828$523,905 â–²2.9%84,85213.4%ETFVUGVanguard Growth ETF$16,910,775$14,155,582 â–²513.8%196,31712.2%ETFVBVanguard Small-Cap ETF$9,869,462$208,241 â–²2.2%32,5607.1%ETFVWOVanguard FTSE Emerging Markets ETF$8,454,862$323,162 â–²4.0%141,6466.1%ETFVOOVanguard S&P 500 ETF$3,555,615$28,846 â–¼-0.8%5,1772.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$2,447,965$157,963 â–²6.9%86,2261.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,242,440$45,374 â–²2.1%27,1321.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,155,845$155,293 â–²7.8%27,2791.6%ETFSHViShares Short Treasury Bond ETF$1,643,553$1,104 â–¼-0.1%14,8941.2%ETFNVDANVIDIA$1,410,454$42,620 â–²3.1%7,0491.0%TechnologyAAPLApple$1,195,589$32,118 â–²2.8%4,1320.9%TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,130,344$101,516 â–²9.9%22,5030.8%ETFADPAutomatic Data Processing$1,084,997$85,076 â–¼-7.3%4,8080.8%IndustrialsTSLATesla$985,886$57,622 â–¼-5.5%2,3440.7%Consumer DiscretionaryAMZNAmazon.com$867,558$21,689 â–¼-2.4%3,6400.6%Consumer DiscretionaryGOOGAlphabet$774,419$25,437 â–²3.4%2,1920.6%Communication ServicesMSFTMicrosoft$600,473$52,588 â–²9.6%1,6100.4%TechnologyMUMicron Technology$593,305$110,812 â–¼-15.7%5140.4%TechnologyVIGVanguard Dividend Appreciation ETF$526,716$1,656 â–¼-0.3%2,2260.4%ETFDFLVDimensional US Large Cap Value ETF$501,448$146,180 â–²41.1%12,6820.4%ETFEDConsolidated Edison$446,613$7,633 â–²1.7%4,0370.3%UtilitiesDFAIDimensional International Core Equity Market ETF$426,021$19,511 â–¼-4.4%10,3280.3%ETFDFICDimensional International Core Equity 2 ETF$406,097$406,097 â–²New Holding10,8990.3%ETFVGTVanguard Information Technology ETF$391,310$340,036 â–²663.2%3,2740.3%ETFMETAMeta Platforms$384,792$79,437 â–²26.0%6830.3%Communication ServicesVOVanguard Mid-Cap ETF$383,513$275,952 â–²256.6%4,7600.3%ETFGLDSPDR Gold Shares$375,011$52,678 â–¼-12.3%1,0180.3%ETFHDHome Depot$365,376$20,455 â–²5.9%1,0360.3%Consumer DiscretionaryPEGPublic Service Enterprise Group$352,559$1,542 â–²0.4%4,3440.3%UtilitiesGOOGLAlphabet$352,367$7,147 â–²2.1%9860.3%Communication ServicesQQQInvesco QQQ$331,746$36,861 â–¼-10.0%4500.2%ETFWSFSWSFS Financial$315,5140.0%4,1120.2%FinanceBABoeing$304,573$7,360 â–²2.5%1,4070.2%IndustrialsIVViShares Core S&P 500 ETF$271,8470.0%3630.2%ETFTSMTaiwan Semiconductor Manufacturing$250,739$250,739 â–²New Holding5240.2%TechnologyJPMJPMorgan Chase & Co.$244,516$7,529 â–¼-3.0%7470.2%FinanceWDCWestern Digital$242,714$242,714 â–²New Holding3800.2%TechnologyBRBroadridge Financial Solutions$236,9700.0%1,7180.2%IndustrialsSPYSPDR S&P 500 ETF Trust$220,994$220,994 â–²New Holding2950.2%ETFDFAEDimensional Emerging Core Equity Market ETF$215,445$215,445 â–²New Holding5,3580.2%ETFDFSVDimensional US Small Cap Value ETF$210,764$210,764 â–²New Holding5,4330.2%ETFDFUSDimensional U.S. Equity ETF$202,733$43,349 â–¼-17.6%2,4740.1%ETFJNJJohnson & Johnson$0$289,906 â–¼-100.0%00.0%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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