Prospera Capital Management, LLC

Est. AUM

$199.3M

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 INDEX FDS	TOTAL STK MKT	$77.8M	242408	39.02%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$27.2M	353407	13.67%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.0M	244675	9.02%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$15.5M	323152	7.78%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.9M	21655	6.49%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$7.1M	34416	3.55%	SOLE
7	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.4M	58210	2.19%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$4.1M	9427	2.07%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$3.6M	18197	1.79%	SOLE
10	NVIDIA CORPORATION	COM	$3.4M	19345	1.69%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.3M	51873	1.67%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$2.8M	4884	1.41%	SOLE
13	APPLE INC	COM	$1.7M	6776	0.86%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	23348	0.58%	SOLE
15	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.0M	12500	0.52%	SOLE
16	VANGUARD INDEX FDS	SM CP VAL ETF	$961K	4421	0.48%	SOLE
17	ALPHABET INC	CAP STK CL C	$923K	3216	0.46%	SOLE
18	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$818K	10327	0.41%	SOLE
19	AMERICAN CENTY ETF TR	US SML CP VALU	$806K	7300	0.40%	SOLE
20	MICROSOFT CORP	COM	$802K	2165	0.40%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$765K	3556	0.38%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$748K	30206	0.38%	SOLE
23	JPMORGAN CHASE & CO	COM	$721K	2452	0.36%	SOLE
24	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$713K	9342	0.36%	SOLE
25	VANGUARD BD INDEX FDS	INTERMED TERM	$701K	9111	0.35%	SOLE
26	AMAZON COM INC	COM	$613K	2942	0.31%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$605K	2105	0.30%	SOLE
28	CHEVRON CORPORATION	COM	$577K	2788	0.29%	SOLE
29	VANGUARD INDEX FDS	SMALL CP ETF	$534K	2038	0.27%	SOLE
30	PALANTIR TECHNOLOGIES INC	CL A	$495K	3381	0.25%	SOLE
31	EXXON MOBIL CORP	COM	$488K	2879	0.24%	SOLE
32	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$479K	1418	0.24%	SOLE
33	WALMART INC	COM	$352K	2836	0.18%	SOLE
34	BROADCOM INC	COM	$336K	1085	0.17%	SOLE
35	NEXTERA ENERGY INC	COM	$319K	3429	0.16%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$304K	5624	0.15%	SOLE
37	VANGUARD INDEX FDS	MCAP VL IDXVIP	$301K	1631	0.15%	SOLE
38	VANGUARD BD INDEX FDS	SHORT TRM BOND	$272K	3474	0.14%	SOLE
39	ISHARES GOLD TR	ISHARES NEW	$263K	2981	0.13%	SOLE
40	MASTERCARD INCORPORATED	CL A	$257K	515	0.13%	SOLE
41	META PLATFORMS INC	CL A	$243K	424	0.12%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$224K	467	0.11%	SOLE
43	JOHNSON & JOHNSON	COM	$223K	912	0.11%	SOLE
44	SCHWAB CHARLES CORP	COM	$221K	2350	0.11%	SOLE
45	ASML HLDG NV	N Y REGISTRY SHS	$215K	163	0.11%	SOLE

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