C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13F Holdings · Q2 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 424 securities worth $2.03B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (12.37%), DFAC (6.00%), CORO (4.34%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $250.5M | 12.37% | 2.9M | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $121.5M | 6.00% | 2.7M | Trimmed |
| 3 | CORO | BLACKROCK ETF TRUST | $87.9M | 4.34% | 2.4M | Added |
| 4 | VUG | VANGUARD INDEX FDS | $75.0M | 3.70% | 870,799 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $72.0M | 3.56% | 1.0M | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $71.0M | 3.51% | 1.0M | Added |
| 7 | VTV | VANGUARD INDEX FDS | $59.6M | 2.94% | 273,505 | Added |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $50.2M | 2.48% | 1.4M | Trimmed |
| 9 | SPYG | SPDR SERIES TRUST | $50.0M | 2.47% | 419,977 | Added |
| 10 | BAI | BLACKROCK ETF TRUST | $49.5M | 2.44% | 939,162 | Trimmed |
| 11 | IVE | ISHARES TR | $39.6M | 1.95% | 174,363 | Added |
| 12 | DCOR | DIMENSIONAL ETF TRUST | $37.8M | 1.87% | 461,690 | Trimmed |
| 13 | AAPL | APPLE INC | $30.8M | 1.52% | 106,345 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $28.8M | 1.42% | 595,099 | Added |
| 15 | MTUM | ISHARES TR | $25.4M | 1.26% | 74,194 | Trimmed |
| 16 | IEMG | ISHARES INC | $24.7M | 1.22% | 297,950 | Trimmed |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $23.6M | 1.17% | 395,627 | Added |
| 18 | SHLD | GLOBAL X FDS | $21.3M | 1.05% | 355,947 | Added |
| 19 | GOVT | ISHARES TR | $20.8M | 1.03% | 912,153 | Added |
| 20 | DFIC | DIMENSIONAL ETF TRUST | $19.3M | 0.95% | 517,545 | Added |
| 21 | THRO | BLACKROCK ETF TRUST | $19.2M | 0.95% | 445,384 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $18.4M | 0.91% | 24,923 | Trimmed |
| 23 | MBB | ISHARES TR | $18.3M | 0.90% | 193,235 | Added |
| 24 | BSV | VANGUARD BD INDEX FDS | $16.7M | 0.82% | 213,928 | Added |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $16.1M | 0.80% | 338,127 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR