Prosperity Consulting Group, LLC

Est. AUM

$2.24B

13F long equity only

Positions

517

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$288.8M	442,174	12.89%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$108.1M	1,113,071	4.82%	SOLE
3	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$77.7M	1,370,824	3.47%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$72.7M	126,020	3.25%	SOLE
5	ISHARES TR	RUS TP200 GR ETF	$72.7M	292,068	3.24%	SOLE
6	APPLE INC	COM	$69.0M	272,015	3.08%	SOLE
7	VANGUARD WORLD FD	MEGA CAP VAL ETF	$54.1M	373,096	2.41%	SOLE
8	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$52.4M	220,323	2.34%	SOLE
9	ISHARES TR	MSCI USA QLT FCT	$50.8M	265,068	2.27%	SOLE
10	ISHARES TR	ULTRA SHORT DUR	$45.2M	893,574	2.02%	SOLE
11	ISHARES TR	EAFE VALUE ETF	$43.1M	579,503	1.92%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$37.2M	374,806	1.66%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$35.5M	54,654	1.59%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$34.7M	261,395	1.55%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$32.8M	114,341	1.47%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$30.8M	912,623	1.38%	SOLE
17	NVIDIA CORPORATION	COM	$28.6M	164,073	1.28%	SOLE
18	MICROSOFT CORP	COM	$26.3M	70,977	1.17%	SOLE
19	ALPHABET INC	CAP STK CL A	$21.2M	73,689	0.95%	SOLE
20	AMAZON COM INC	COM	$20.5M	98,328	0.91%	SOLE
21	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$20.0M	650,312	0.89%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$18.7M	38,939	0.83%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$17.3M	153,137	0.77%	SOLE
24	ISHARES TR	RUS MDCP VAL ETF	$16.5M	113,106	0.74%	SOLE
25	ISHARES TR	ISHS 5-10YR INVT	$16.3M	306,562	0.73%	SOLE
26	BROADCOM INC	COM	$15.9M	51,343	0.71%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$14.2M	97,411	0.63%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET COM	$13.5M	121,596	0.60%	SOLE
29	JPMORGAN CHASE & CO	COM	$13.4M	45,590	0.60%	SOLE
30	ALPHABET INC	CAP STK CL C	$13.2M	46,173	0.59%	SOLE
31	COSTCO WHOLESALE CORPORATION	COM	$12.4M	12,490	0.56%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET HEA	$11.4M	78,096	0.51%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET FIN	$11.2M	227,474	0.50%	SOLE
34	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$11.2M	220,751	0.50%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	SHS	$10.8M	229,511	0.48%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET CON	$10.8M	98,990	0.48%	SOLE
37	ISHARES TR	EAFE GRWTH ETF	$10.6M	95,037	0.47%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$10.4M	114,778	0.46%	SOLE
39	ISHARES TR	RUS MD CP GR ETF	$10.3M	80,728	0.46%	SOLE
40	FIDELITY COVINGTON TRUST	ENHANCED MID	$10.3M	286,522	0.46%	SOLE
41	EXXON MOBIL CORP	COM	$10.2M	60,191	0.46%	SOLE
42	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$10.0M	60,323	0.45%	SOLE
43	ISHARES TR	CORE DIV GRWTH	$9.9M	141,364	0.44%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$9.9M	23,152	0.44%	SOLE
45	ELI LILLY & CO	COM	$9.7M	10,508	0.43%	SOLE
46	ISHARES INC	CORE MSCI EMKT	$9.6M	137,441	0.43%	SOLE
47	PIMCO ETF TR	INTER MUN BD ACT	$9.4M	180,745	0.42%	SOLE
48	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.2M	144,166	0.41%	SOLE
49	WALMART INC	COM	$8.5M	68,471	0.38%	SOLE
50	VISA INC	COM CL A	$8.2M	27,006	0.36%	SOLE

1–50 of 517

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