Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prosperitas Financial LLC (CIK 2001016) reported $312.3M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($15.0M, 4.81%), GOOGL ($14.7M, 4.71%), AAPL ($14.7M, 4.69%), VTV ($14.2M, 4.55%), VOO ($13.6M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $15.0M | 4.81% | 443,562 | Added |
| 2 | GOOGL | ALPHABET INC | $14.7M | 4.71% | 41,137 | Added |
| 3 | AAPL | APPLE INC | $14.7M | 4.69% | 50,656 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $14.2M | 4.55% | 65,251 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $13.6M | 4.36% | 19,816 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $12.1M | 3.87% | 60,433 | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $11.8M | 3.79% | 408,888 | Trimmed |
| 8 | SCHD | SCHWAB STRATEGIC TR | $11.6M | 3.70% | 364,240 | Added |
| 9 | FIX | COMFORT SYS USA INC | $11.4M | 3.66% | 5,761 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $11.4M | 3.66% | 15,517 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $11.2M | 3.60% | 139,557 | Added |
| 12 | AMZN | AMAZON COM INC | $10.7M | 3.41% | 44,696 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $9.8M | 3.15% | 194,337 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $9.1M | 2.92% | 24,414 | Added |
| 15 | VRT | VERTIV HOLDINGS CO | $8.9M | 2.84% | 26,475 | Added |
| 16 | META | META PLATFORMS INC | $7.8M | 2.49% | 13,802 | Added |
| 17 | BLMN | BLOOMIN BRANDS INC | $6.3M | 2.01% | 688,054 | New |
| 18 | LLY | ELI LILLY & CO | $5.7M | 1.81% | 4,718 | Added |
| 19 | CVX | CHEVRON CORPORATION | $5.6M | 1.80% | 33,842 | Added |
| 20 | ABBV | ABBVIE INC | $5.6M | 1.80% | 22,314 | Added |
| 21 | PM | PHILIP MORRIS INTL INC | $5.6M | 1.78% | 30,745 | Added |
| 22 | MO | ALTRIA GROUP INC | $5.5M | 1.77% | 76,848 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $5.5M | 1.76% | 16,838 | Added |
| 24 | NFLX | NETFLIX INC. | $5.2M | 1.65% | 72,264 | Added |
| 25 | SFM | SPROUTS FMRS MKT INC | $5.0M | 1.61% | 59,534 | Added |
Source: SEC Form 13F filings · as of 2026-06-30