Prospera Financial Services Inc

Est. AUM

$6.16B

13F long equity, this entity only

Positions

1,399

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$217.9M	858322	3.54%	SOLE
2	NVIDIA CORPORATION	COM	$195.4M	1120171	3.17%	SOLE
3	MICROSOFT CORP	COM	$108.2M	292123	1.76%	SOLE
4	AMAZON COM INC	COM	$94.5M	453861	1.54%	SOLE
5	ALPHABET INC	CAP STK CL A	$82.3M	286101	1.34%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$80.8M	139784	1.31%	SOLE
7	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$80.0M	1171062	1.30%	SOLE
8	EXXON MOBIL CORP	COM	$70.2M	413557	1.14%	SOLE
9	JPMORGAN CHASE & CO	COM	$68.3M	232028	1.11%	SOLE
10	HONEYWELL INTL INC	COM	$68.2M	301881	1.11%	SOLE
11	ALPHABET INC	CAP STK CL C	$67.8M	236351	1.10%	SOLE
12	CATERPILLAR INC	COM	$67.6M	95444	1.10%	SOLE
13	BROADCOM INC	COM	$67.5M	218121	1.10%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$67.1M	140042	1.09%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$60.6M	93093	0.98%	SOLE
16	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$57.9M	1440378	0.94%	SOLE
17	WALMART INC	COM	$53.6M	431179	0.87%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$52.3M	80037	0.85%	SOLE
19	META PLATFORMS INC	CL A	$49.8M	86934	0.81%	SOLE
20	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$49.7M	1169051	0.81%	SOLE
21	NETFLIX INC.	COM	$46.5M	483439	0.76%	SOLE
22	SPDR GOLD TR	GOLD SHS	$44.5M	103335	0.72%	SOLE
23	ELI LILLY & CO	COM	$44.0M	47840	0.72%	SOLE
24	JOHNSON & JOHNSON	COM	$42.6M	174333	0.69%	SOLE
25	ISHARES TR	RUS 1000 VAL ETF	$38.6M	180495	0.63%	SOLE
26	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$38.2M	631578	0.62%	SOLE
27	PROCTER & GAMBLE CO	COM	$36.0M	248922	0.58%	SOLE
28	ENTERPRISE PRODS PARTNERS L	COM	$35.6M	941495	0.58%	SOLE
29	MICRON TECHNOLOGY INC	COM	$34.9M	103159	0.57%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$34.1M	56962	0.55%	SOLE
31	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$33.6M	852512	0.55%	SOLE
32	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$32.7M	1342573	0.53%	SOLE
33	VANGUARD INDEX FDS	GROWTH ETF	$31.1M	71245	0.51%	SOLE
34	CHEVRON CORPORATION	COM	$30.8M	148911	0.50%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$29.2M	199342	0.47%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	SHS	$29.0M	616506	0.47%	SOLE
37	VISA INC	COM CL A	$28.8M	95344	0.47%	SOLE
38	BLACKSTONE INC	COM	$28.6M	248639	0.46%	SOLE
39	STRATEGY SHS	DAY HAGAN SMART	$28.3M	606601	0.46%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$26.9M	137167	0.44%	SOLE
41	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$26.9M	1516744	0.44%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$26.7M	536683	0.43%	SOLE
43	COSTCO WHOLESALE CORPORATION	COM	$26.2M	26316	0.43%	SOLE
44	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$26.1M	459668	0.42%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$26.0M	1239210	0.42%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$25.7M	759862	0.42%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$25.6M	79694	0.42%	SOLE
48	ANALOG DEVICES INC	COM	$24.7M	77539	0.40%	SOLE
49	VANECK ETF TRUST	GOLD MINERS ETF	$24.6M	268390	0.40%	SOLE
50	APPLIED MATLS INC	COM	$24.6M	71953	0.40%	SOLE

1–50 of 1,399

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.