Prosperity Advisers, LLC holds a concentrated book of 44 stocks worth $138.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2026 would be +6% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2042930/holdings"
Use Arkolith to show Prosperity Advisers, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Prosperity Advisers, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Prosperity Advisers, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 45 / 44 | $465.1B |
| JPMORGAN CHASE & CO | 45 / 44 | $423.7B |
| BANK OF AMERICA CORP /DE/ | 45 / 44 | $384.7B |
| WELLS FARGO & COMPANY/MN | 45 / 44 | $137.5B |
| ROYAL BANK OF CANADA | 45 / 44 | $133.4B |
| RAYMOND JAMES FINANCIAL INC | 45 / 44 | $83.9B |
| ENVESTNET ASSET MANAGEMENT INC | 45 / 44 | $83.8B |
| LPL Financial LLC | 45 / 44 | $77.6B |
Ranked by how many of Prosperity Advisers, LLC's top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
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. The performance line is a simulation of the disclosed long book, not an audited return.