C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad

Est. AUM

$1.75B

13F long equity, this entity only

Positions

399

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$179.4M	2343557	10.23%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$111.1M	2858739	6.33%	SOLE
3	BLACKROCK ETF TRUST	ISHARES INTL CTR	$72.6M	2256891	4.14%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$58.8M	917014	3.35%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$58.8M	1009789	3.35%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$54.5M	124725	3.11%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$48.1M	1416825	2.74%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$47.2M	240791	2.69%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$34.5M	478148	1.97%	SOLE
10	ISHARES TR	S&P 500 VAL ETF	$33.0M	156320	1.88%	SOLE
11	BLACKROCK ETF TRUST	ISHARES A I INNO	$31.2M	945924	1.78%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$30.8M	314137	1.75%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$29.6M	424155	1.69%	SOLE
14	ISHARES TR	MSCI USA QLT FCT	$27.5M	143329	1.57%	SOLE
15	APPLE INC	COM	$26.6M	104760	1.52%	SOLE
16	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$26.2M	546149	1.50%	SOLE
17	ISHARES TR	TRS FLT RT BD	$25.0M	494090	1.43%	SOLE
18	ISHARES TR	MSCI USA MMENTM	$24.9M	103782	1.42%	SOLE
19	BLACKROCK ETF TRUST	ISHARES US THEMA	$22.8M	629862	1.30%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$19.0M	351544	1.08%	SOLE
21	GLOBAL X FDS	DEFENSE TECH ETF	$19.0M	267958	1.08%	SOLE
22	ISHARES TR	US TREAS BD ETF	$18.5M	808370	1.06%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.5M	30898	1.05%	SOLE
24	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$17.6M	494724	1.00%	SOLE
25	ISHARES TR	MBS ETF	$16.6M	175119	0.95%	SOLE
26	INVESCO QQQ TR	UNIT SER 1	$15.6M	26972	0.89%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$14.5M	185081	0.83%	SOLE
28	DIMENSIONAL ETF TRUST	SHORT DURATION F	$14.2M	296727	0.81%	SOLE
29	MICROSOFT CORP	COM	$13.3M	36037	0.76%	SOLE
30	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$12.6M	242355	0.72%	SOLE
31	VANGUARD INDEX FDS	SMALL CP ETF	$12.6M	47917	0.72%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$12.0M	18344	0.68%	SOLE
33	ISHARES TR	10-20 YR TRS ETF	$11.5M	114241	0.66%	SOLE
34	SPDR INDEX SHS FDS	STATE STREET SPD	$10.4M	227899	0.59%	SOLE
35	NVIDIA CORPORATION	COM	$10.3M	58905	0.59%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.3M	19436	0.53%	SOLE
37	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.3M	219632	0.53%	SOLE
38	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$9.0M	172178	0.51%	SOLE
39	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$8.7M	205451	0.50%	SOLE
40	ISHARES GOLD TR	ISHARES NEW	$8.3M	94707	0.48%	SOLE
41	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$7.7M	223810	0.44%	SOLE
42	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$7.6M	141021	0.44%	SOLE
43	VANGUARD BD INDEX FDS	INTERMED TERM	$7.6M	98580	0.43%	SOLE
44	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$7.5M	223169	0.43%	SOLE
45	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.1M	30072	0.41%	SOLE
46	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$7.1M	150801	0.40%	SOLE
47	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$6.9M	61937	0.39%	SOLE
48	VANGUARD BD INDEX FDS	LONG TERM BOND	$6.7M	98102	0.38%	SOLE
49	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$6.7M	175352	0.38%	SOLE
50	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$6.5M	92337	0.37%	SOLE

1–50 of 399

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