Prosperity Advisers, LLC

Est. AUM

$120.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.8M	511191	27.22%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$16.9M	52638	14.03%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$16.2M	82448	13.44%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$14.0M	31985	11.61%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$8.3M	31873	6.94%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.4M	136232	6.12%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	5219	2.59%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	80662	1.92%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.2M	26583	1.83%	SOLE
10	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.0M	25314	1.67%	SOLE
11	ISHARES TR	TRUST ISHARE 0-1	$1.6M	14904	1.37%	SOLE
12	NVIDIA CORPORATION	COM	$1.2M	6836	0.99%	SOLE
13	AUTOMATIC DATA PROCESSING IN	COM	$1.1M	5185	0.88%	SOLE
14	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	20482	0.85%	SOLE
15	APPLE INC	COM	$1.0M	4021	0.85%	SOLE
16	TESLA INC	COM	$922K	2481	0.77%	SOLE
17	AMAZON COM INC	COM	$777K	3731	0.65%	SOLE
18	ALPHABET INC	CAP STK CL C	$608K	2120	0.51%	SOLE
19	MICROSOFT CORP	COM	$544K	1469	0.45%	SOLE
20	SPDR GOLD TR	GOLD SHS	$500K	1161	0.42%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$480K	2233	0.40%	SOLE
22	CONSOLIDATED EDISON INC	COM	$449K	3968	0.37%	SOLE
23	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$421K	10801	0.35%	SOLE
24	VANGUARD INDEX FDS	MID CAP ETF	$383K	1335	0.32%	SOLE
25	PUBLIC SVC ENTERPRISE GROUP	COM	$350K	4325	0.29%	SOLE
26	HOME DEPOT INC	COM	$322K	978	0.27%	SOLE
27	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$321K	8985	0.27%	SOLE
28	META PLATFORMS INC	CL A	$310K	542	0.26%	SOLE
29	VANGUARD WORLD FD	INF TECH ETF	$299K	429	0.25%	SOLE
30	JOHNSON & JOHNSON	COM	$290K	1186	0.24%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$289K	500	0.24%	SOLE
32	BROADRIDGE FINL SOLUTIONS IN	COM	$281K	1718	0.23%	SOLE
33	ALPHABET INC	CAP STK CL A	$278K	966	0.23%	SOLE
34	BOEING CO	COM	$273K	1373	0.23%	SOLE
35	WSFS FINL CORP	COM	$269K	4112	0.22%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$237K	363	0.20%	SOLE
37	JPMORGAN CHASE & CO	COM	$227K	770	0.19%	SOLE
38	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$213K	3003	0.18%	SOLE
39	MICRON TECHNOLOGY INC	COM	$206K	610	0.17%	SOLE

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