 |
|
|
As of 09/30/2025, below is a summary of the C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors top holdings by largest position size, as per the latest 13f filing made by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors.
In the C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors in that top holding, then the share count change between reporting periods, and finally the C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
 DIMENSIONAL ETF TRUST (DFAC) |
4,025,732 |
+87,140 |
$155,272 | | DFAC | 4,025,732 | +87,140 | $155,272 | | SPDR SERIES TRUST (SPLG) |
1,605,031 |
+76,183 |
$125,738 | | SPLG | 1,605,031 | +76,183 | $125,738 | | DIMENSIONAL ETF TRUST (DCOR) |
904,883 |
+50,682 |
$65,097 | | DCOR | 904,883 | +50,682 | $65,097 | | DIMENSIONAL ETF TRUST (DFAX) |
1,839,453 |
-15,847 |
$57,722 | | DFAX | 1,839,453 | -15,847 | $57,722 | | VANGUARD INDEX FDS (VUG) |
108,814 |
+11,475 |
$52,188 | | VUG | 108,814 | +11,475 | $52,188 | | VANGUARD TAX MANAGED FDS (VEA) |
831,601 |
+95,574 |
$49,830 | | VEA | 831,601 | +95,574 | $49,830 | | BLACKROCK ETF TRUST (DYNF) |
794,480 |
+155,746 |
$47,033 | | DYNF | 794,480 | +155,746 | $47,033 | | ISHARES TR (QUAL) |
222,853 |
-5,991 |
$43,345 | | QUAL | 222,853 | -5,991 | $43,345 | | VANGUARD INDEX FDS (VTV) |
215,634 |
+20,746 |
$40,214 | | VTV | 215,634 | +20,746 | $40,214 | | DIMENSIONAL ETF TRUST (DFIC) |
1,147,403 |
+49,323 |
$37,623 | | DFIC | 1,147,403 | +49,323 | $37,623 | | ISHARES INC (IEMG) |
479,511 |
+48,519 |
$31,609 | | IEMG | 479,511 | +48,519 | $31,609 | | INVESCO EXCHANGE TRADED FD T (XLG) |
543,511 |
+290,477 |
$31,263 | | XLG | 543,511 | +290,477 | $31,263 | | INNOVATOR ETFS TRUST (BALT) |
858,514 |
+34,886 |
$28,176 | | BALT | 858,514 | +34,886 | $28,176 | | APPLE INC |
98,563 |
+14,809 |
$25,097 | | AAPL | 98,563 | +14,809 | $25,097 | | SPDR SERIES TRUST (SPYG) |
237,673 |
+11,580 |
$24,839 | | SPYG | 237,673 | +11,580 | $24,839 | | SPDR SERIES TRUST (BIL) |
257,323 |
+48,951 |
$23,609 | | BIL | 257,323 | +48,951 | $23,609 | | ISHARES TR (IVE) |
113,889 |
+11,781 |
$23,519 | | IVE | 113,889 | +11,781 | $23,519 | | VANGUARD CHARLOTTE FDS (BNDX) |
381,763 |
+8,682 |
$18,882 | | BNDX | 381,763 | +8,682 | $18,882 | | BLACKROCK ETF TRUST (BAI) |
529,670 |
+324,951 |
$18,094 | | BAI | 529,670 | +324,951 | $18,094 | | INVESCO QQQ TR |
30,024 |
+1,790 |
$18,025 | | QQQ | 30,024 | +1,790 | $18,025 | | BLACKROCK ETF TRUST (THRO) |
466,433 |
+42,160 |
$17,659 | | THRO | 466,433 | +42,160 | $17,659 | | MICROSOFT CORP |
34,053 |
+1,655 |
$17,638 | | MSFT | 34,053 | +1,655 | $17,638 | | VANGUARD INTL EQUITY INDEX F (VWO) |
312,977 |
+28,951 |
$16,957 | | VWO | 312,977 | +28,951 | $16,957 | | DIMENSIONAL ETF TRUST (DFEM) |
494,668 |
+23,903 |
$15,864 | | DFEM | 494,668 | +23,903 | $15,864 | | DIMENSIONAL ETF TRUST (DFSD) |
323,233 |
+20,067 |
$15,577 | | DFSD | 323,233 | +20,067 | $15,577 | | SPDR INDEX SHS FDS (SPDW) |
346,225 |
+14,090 |
$14,815 | | SPDW | 346,225 | +14,090 | $14,815 | | ISHARES TR (MTUM) |
54,508 |
+634 |
$13,979 | | MTUM | 54,508 | +634 | $13,979 | | VANGUARD INDEX FDS (VB) |
48,929 |
+10,026 |
$12,442 | | VB | 48,929 | +10,026 | $12,442 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$12,376 | | BRK.B | 23,118 | +2,034 | $11,622 | | BRK.A | 1 | UNCH | $754 | | ISHARES TR (TLH) |
115,536 |
+13,468 |
$11,899 | | TLH | 115,536 | +13,468 | $11,899 | | VANGUARD BD INDEX FDS (BSV) |
148,186 |
+14,309 |
$11,693 | | BSV | 148,186 | +14,309 | $11,693 | | NVIDIA CORPORATION |
62,075 |
+3,500 |
$11,582 | | NVDA | 62,075 | +3,500 | $11,582 | | INVESCO EXCH TRADED FD TR II (QQQM) |
45,726 |
-33,067 |
$11,300 | | QQQM | 45,726 | -33,067 | $11,300 | | ISHARES GOLD TR (IAU) |
154,853 |
+49,463 |
$11,269 | | IAU | 154,853 | +49,463 | $11,269 | | INNOVATOR ETFS TRUST (UJUL) |
270,179 |
+11,760 |
$10,296 | | UJUL | 270,179 | +11,760 | $10,296 | | BLACKROCK ETF TRUST II (BINC) |
191,869 |
+21,721 |
$10,215 | | BINC | 191,869 | +21,721 | $10,215 | | DIMENSIONAL ETF TRUST (DFUS) |
138,967 |
-2,587 |
$10,067 | | DFUS | 138,967 | -2,587 | $10,067 | | ISHARES TR (MBB) |
104,656 |
+13,067 |
$9,958 | | MBB | 104,656 | +13,067 | $9,958 | | VANGUARD INDEX FDS (VOO) |
15,620 |
-13,398 |
$9,565 | | VOO | 15,620 | -13,398 | $9,565 | | DIMENSIONAL ETF TRUST (DFCF) |
217,634 |
+9,485 |
$9,306 | | DFCF | 217,634 | +9,485 | $9,306 | | GLOBAL X FDS |
130,495 |
+130,495 |
$9,166 | | SHLD | 130,495 | +130,495 | $9,166 | | DIMENSIONAL ETF TRUST (DFGX) |
166,900 |
+6,827 |
$9,006 | | DFGX | 166,900 | +6,827 | $9,006 | | INNOVATOR ETFS TRUST (UJAN) |
205,424 |
+11,494 |
$8,654 | | UJAN | 205,424 | +11,494 | $8,654 | | CAPITAL GROUP DIVIDEND VALUE |
202,189 |
+96,557 |
$8,498 | | CGDV | 202,189 | +96,557 | $8,498 | | INNOVATOR ETFS TRUST (UOCT) |
216,375 |
+12,996 |
$8,315 | | UOCT | 216,375 | +12,996 | $8,315 | | DIMENSIONAL ETF TRUST (DGCB) |
148,135 |
+4,832 |
$8,214 | | DGCB | 148,135 | +4,832 | $8,214 | | INNOVATOR ETFS TRUST (UAPR) |
251,545 |
+13,050 |
$8,085 | | UAPR | 251,545 | +13,050 | $8,085 | | VANGUARD INDEX FDS (VTI) |
21,369 |
-14,224 |
$7,013 | | VTI | 21,369 | -14,224 | $7,013 | | ISHARES TR (SOXX) |
25,543 |
+8,185 |
$6,925 | | SOXX | 25,543 | +8,185 | $6,925 | | ABBVIE INC |
28,932 |
-427 |
$6,699 | | ABBV | 28,932 | -427 | $6,699 |
See Full List: All Stocks Held By C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
|
|
