Arkolith/Funds/C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad

CIK 1965756
Holdings as of Mar 31, 2026·disclosed Apr 9, 2026·~9-day 13F lag·13F-HR
Active Filer

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad holds a diversified book of 403 stocks worth $1.8B as of Q1 2026 (disclosed Apr 9, 2026, a ~45-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Dimensional World Ex US Core. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 10% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
154
existing
Trimmed
184
reduced
Sold out
13
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
4%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

403 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$179.4M2.34M
10.2%
+34%
Added · +599K sh
2Dimensional ETF Trust
US CORE EQUITY 2
$111.1M2.86M
6.3%
+1.1%
Added · +32K sh
3BlackRock ETF Trust
ISHARES INTL CTR
$72.6M2.26M
4.1%
New
New position
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$58.8M917.0K
3.3%
+5.7%
Added · +49K sh
5BlackRock ETF Trust
ISHARES US EQUIT
$58.7M1.01M
3.3%
+3.8%
Added · +37K sh
6Vanguard Index FDS
GROWTH ETF
$54.5M124.7K
3.1%
+11%
Added · +13K sh
7Dimensional ETF Trust
WORLD EX US CORE
$48.1M1.42M
2.7%
−7.8%
Reduced · −120K sh
8Vanguard Index FDS
VALUE ETF
$47.2M240.8K
2.7%
+8.4%
Added · +19K sh
9Dimensional ETF Trust
US CORE EQUITY 1
$34.5M478.1K
2.0%
+3.3%
Added · +15K sh
10Ishares TR
S&P 500 VAL ETF
$33.0M156.3K
1.9%
−30%
Reduced · −68K sh
11BlackRock ETF Trust
ISHARES A I INNO
$31.2M945.9K
1.8%
+42%
Added · +281K sh
12SPDR Series Trust
STATE STREET SPD
$30.8M314.1K
1.8%
+6.0%
Added · +18K sh
13Ishares Inc
CORE MSCI EMKT
$29.6M424.2K
1.7%
−45%
Reduced · −351K sh
14Ishares TR
MSCI USA QLT FCT
$27.5M143.3K
1.6%
+7.2%
Added · +10K sh
15Apple Inc
COM
$26.6M104.8K
1.5%
−4.3%
Reduced · −5K sh
16Vanguard Charlotte FDS
TOTAL INT BD ETF
$26.2M546.1K
1.5%
+19%
Added · +87K sh
17Ishares TR
TRS FLT RT BD
$25.0M494.1K
1.4%
+20%
Added · +81K sh
18Ishares TR
MSCI USA MMENTM
$24.9M103.8K
1.4%
+6.2%
Added · +6K sh
19BlackRock ETF Trust
ISHARES US THEMA
$22.8M629.9K
1.3%
+11%
Added · +62K sh
20Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$19.0M351.5K
1.1%
+9.1%
Added · +29K sh
21Global X FDS
DEFENSE TECH ETF
$19.0M268.0K
1.1%
+61%
Added · +102K sh
22Ishares TR
US TREAS BD ETF
$18.5M808.4K
1.1%
New
New position
23Vanguard Index FDS
S&P 500 ETF SHS
$18.5M30.9K
1.1%
+1.0%
Added · +304 sh
24Dimensional ETF Trust
INTL CORE EQUITY
$17.6M494.7K
1.0%
−13%
Reduced · −76K sh
25Ishares TR
MBS ETF
$16.6M175.1K
0.9%
+18%
Added · +27K sh
26Invesco QQQ TR
UNIT SER 1
$15.6M27.0K
0.9%
−5.8%
Reduced · −2K sh
27Vanguard BD Index FDS
SHORT TRM BOND
$14.5M185.1K
0.8%
+15%
Added · +24K sh
28Dimensional ETF Trust
SHORT DURATION F
$14.2M296.7K
0.8%
+4.5%
Added · +13K sh
29Microsoft Corp
COM
$13.3M36.0K
0.8%
+3.0%
Added · +1K sh
30BlackRock ETF Trust II
ISHARES FLEXIBLE
$12.6M242.4K
0.7%
−15%
Reduced · −43K sh
31Vanguard Index FDS
SMALL CP ETF
$12.6M47.9K
0.7%
+6.0%
Added · +3K sh
32Ishares TR
CORE S&P500 ETF
$12.0M18.3K
0.7%
+30%
Added · +4K sh
33Ishares TR
10-20 YR TRS ETF
$11.5M114.2K
0.7%
+11%
Added · +11K sh
34SPDR Index SHS FDS
STATE STREET SPD
$10.4M227.9K
0.6%
−38%
Reduced · −140K sh
35Nvidia Corporation
COM
$10.3M58.9K
0.6%
+2.4%
Added · +1K sh
36Berkshire Hathaway Inc Del
CL B NEW
$9.3M19.4K
0.5%
−4.1%
Reduced · −838 sh
37Dimensional ETF Trust
CORE FIXED INCOM
$9.3M219.6K
0.5%
+8.2%
Added · +17K sh
38Dimensional ETF Trust
DIMENSIONAL INTE
$9.0M172.2K
0.5%
+9.5%
Added · +15K sh
39Capital Group Dividend Value
SHS CREATION UNI
$8.7M205.5K
0.5%
+0.5%
Added · +1K sh
40Ishares Gold TR
ISHARES NEW
$8.3M94.7K
0.5%
−50%
Reduced · −94K sh
41Dimensional ETF Trust
EMERGING MKTS CO
$7.7M223.8K
0.4%
−9.6%
Reduced · −24K sh
42Dimensional ETF Trust
GLOBAL CR ETF
$7.6M141.0K
0.4%
+9.4%
Added · +12K sh
43Vanguard BD Index FDS
INTERMED TERM
$7.6M98.6K
0.4%
+25%
Added · +20K sh
44Innovator Etfs Trust
DEFINED WLT SHLD
$7.5M223.2K
0.4%
+42%
Added · +66K sh
45Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$7.1M30.1K
0.4%
−55%
Reduced · −37K sh
46Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$7.1M150.8K
0.4%
+13%
Added · +17K sh
47First TR Exchange Traded FD
RBA INDL ETF
$6.9M61.9K
0.4%
−4.7%
Reduced · −3K sh
48Vanguard BD Index FDS
LONG TERM BOND
$6.7M98.1K
0.4%
+17%
Added · +14K sh
49Innovator Etfs Trust
US EQT ULTRA BF
$6.7M175.4K
0.4%
+6.1%
Added · +10K sh
50Dimensional ETF Trust
US EQUITY MARKET
$6.5M92.3K
0.4%
−2.9%
Reduced · −3K sh
Showing 50 of 403 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 9, 2026403$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026377$1.7B13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025412$1.7B13F-HR
Q2 2025Jun 30, 2025Nov 3, 2025381$1.5B13F-HR/A
Q1 2025Mar 31, 2025May 12, 2025349$1.3B13F-HR
Q4 2024Dec 31, 2024Jan 31, 2025337$1.2B13F-HR/A
Q3 2024Sep 30, 2024Oct 8, 2024336$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024309$904.7M13F-HR
Q1 2024Mar 31, 2024May 3, 2024323$845.1M13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024377$921.8M13F-HR
Q3 2023Sep 30, 2023Nov 2, 2023346$756.0M13F-HR
Q2 2023Jun 30, 2023Jul 21, 2023344$715.0M13F-HR
Q1 2023Mar 31, 2023May 5, 2023312$647.0M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023191$324.8M13F-HR
Amended / restated
  • Q2 2025 · filed Aug 5, 202513F-HR · superseded
  • Q4 2024 · filed Jan 29, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.