Prosperity Advisers, LLC holds a concentrated book of 44 reported positions worth $138.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Dimensional International Co and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Ftse Developed ETF at 27% of the reported non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
+2 sectors below the cut, under 0.5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Prosperity Advisers, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Shanda Asset Management Holdings Ltd | 5 / 44 | $2.1B |
| Innovator Capital Management, LLC | 7 / 44 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 44 | $4.4B |
| West Virginia University Foundation, Inc | 4 / 44 | $1.2B |
| Swiss Re Ltd | 16 / 44 | $1.0B |
| Prospect Hill Management, LLC | 7 / 44 | $235.7M |
| Hoffman, Alan N Investment Management | 8 / 44 | $154.1M |
| BlueSpruce Investments, LP | 6 / 44 | $588.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Prosperity Advisers, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $36.9M | 518.1K | 26.7% | ▲+1.4% Added · +7K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $18.8M | 50.8K | 13.6% | ▼−3.4% Reduced · −2K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $18.5M | 84.9K | 13.4% | ▲+2.9% Added · +2K sh | |
| 4 | Vanguard Index FDS GROWTH ETF | $16.9M | 196.3K | 12.2% | ▲+514% Added · +164K sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $9.9M | 32.6K | 7.1% | ▲+2.1% Added · +687 sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.5M | 141.6K | 6.1% | ▲+4.0% Added · +5K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $3.6M | 5.2K | 2.6% | ▼−0.8% Reduced · −42 sh | |
| 8 | SPDR Series Trust ST INTER ETF | $2.4M | 86.2K | 1.8% | ▲+6.9% Added · +6K sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $2.2M | 27.1K | 1.6% | ▲+2.1% Added · +549 sh | |
| 10 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.2M | 27.3K | 1.6% | ▲+7.8% Added · +2K sh | |
| 11 | Ishares TR TRUST ISHARE 0-1 | $1.6M | 14.9K | 1.2% | ▼−0.1% Reduced · −10 sh | |
| 12 | Nvidia Corporation COM | $1.4M | 7.0K | 1.0% | ▲+3.1% Added · +213 sh | |
| 13 | Apple Inc COM | $1.2M | 4.1K | 0.9% | ▲+2.8% Added · +111 sh | |
| 14 | Vanguard Malvern FDS STRM INFPROIDX | $1.1M | 22.5K | 0.8% | ▲+9.9% Added · +2K sh | |
| 15 | Automatic Data Processing In COM | $1.1M | 4.8K | 0.8% | ▼−7.3% Reduced · −377 sh | |
| 16 | Tesla Inc COM | $986K | 2.3K | 0.7% | ▼−5.5% Reduced · −137 sh | |
| 17 | Amazon Com Inc COM | $868K | 3.6K | 0.6% | ▼−2.4% Reduced · −91 sh | |
| 18 | Alphabet Inc CAP STK CL C | $774K | 2.2K | 0.6% | ▲+3.4% Added · +72 sh | |
| 19 | Microsoft Corp COM | $600K | 1.6K | 0.4% | ▲+9.6% Added · +141 sh | |
| 20 | Micron Technology Inc COM | $593K | 514 | 0.4% | ▼−16% Reduced · −96 sh | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $527K | 2.2K | 0.4% | ▼−0.3% Reduced · −7 sh | |
| 22 | Dimensional ETF Trust US LARG VALU ETF | $501K | 12.7K | 0.4% | ▲+41% Added · +4K sh | |
| 23 | Consolidated Edison Inc COM | $447K | 4.0K | 0.3% | ▲+1.7% Added · +69 sh | |
| 24 | Dimensional ETF Trust INTL CORE EQT MK | $426K | 10.3K | 0.3% | ▼−4.4% Reduced · −473 sh | |
| 25 | Dimensional ETF Trust INTL CORE EQUITY | $406K | 10.9K | 0.3% | ▲New New position | |
| 26 | Vanguard World FD INF TECH ETF | $391K | 3.3K | 0.3% | ▲+663% Added · +3K sh | |
| 27 | Meta Platforms Inc CL A | $385K | 683 | 0.3% | ▲+26% Added · +141 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $384K | 4.8K | 0.3% | ▲+257% Added · +3K sh | |
| 29 | SPDR Gold TR GOLD SHS | $375K | 1.0K | 0.3% | ▼−12% Reduced · −143 sh | |
| 30 | Home Depot Inc COM | $365K | 1.0K | 0.3% | ▲+5.9% Added · +58 sh | |
| 31 | Public SVC Enterprise Group COM | $353K | 4.3K | 0.3% | ▲+0.4% Added · +19 sh | |
| 32 | Alphabet Inc CAP STK CL A | $352K | 986 | 0.3% | ▲+2.1% Added · +20 sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $332K | 450 | 0.2% | ▼−10% Reduced · −50 sh | |
| 34 | WSFS Finl Corp COM | $316K | 4.1K | 0.2% | —Held | |
| 35 | Boeing Co COM | $305K | 1.4K | 0.2% | ▲+2.5% Added · +34 sh | |
| 36 | Ishares TR CORE S&P500 ETF | $272K | 363 | 0.2% | —Held | |
| 37 | Taiwan Semiconductor Manufac SPONSORED ADS | $251K | 524 | 0.2% | ▲New New position | |
| 38 | JPMorgan Chase & Co COM | $245K | 747 | 0.2% | ▼−3.0% Reduced · −23 sh | |
| 39 | Western Digital Corp COM | $243K | 380 | 0.2% | ▲New New position | |
| 40 | Broadridge Finl Solutions In COM | $237K | 1.7K | 0.2% | —Held | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $221K | 295 | 0.2% | ▲New New position | |
| 42 | Dimensional ETF Trust EMGR CRE EQT MNG | $215K | 5.4K | 0.2% | ▲New New position | |
| 43 | Dimensional ETF Trust US SMALL CAP ETF | $211K | 5.4K | 0.2% | ▲New New position | |
| 44 | Dimensional ETF Trust US EQUI MARK ETF | $203K | 2.5K | 0.1% | ▼−18% Reduced · −529 sh |
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Use Arkolith to show Prosperity Advisers, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.