Prosperity Advisers, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Prosperity Advisers, LLC held in its portfolio 40 assets valued at $121,139,918 (i.e. $121.14M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($30.79M), VANGUARD INDEX FDS ($18.28M), and VANGUARD INDEX FDS ($15.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prosperity Advisers, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 492880 | 30790233 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 54526 | 18281082 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 81481 | 15562052 | VALUE ETF |
| VANGUARD INDEX FDS | 31530 | 15382127 | GROWTH ETF |
| VANGUARD INDEX FDS | 31129 | 8029844 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 126884 | 6821289 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 5404 | 3389011 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 80103 | 2310159 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 26159 | 2190823 | INT-TERM CORP |
| VANGUARD SCOTTSDALE FDS | 24941 | 1988525 | SHRT TRM CORP BD |
| ISHARES TR | 15167 | 1670645 | TRUST ISHARE 0-1 |
| AUTOMATIC DATA PROCESSING IN | 5185 | 1342552 | COM |
| NVIDIA CORPORATION | 6437 | 1200506 | COM |
| TESLA INC | 2552 | 1147685 | COM |
| APPLE INC | 4106 | 1116380 | COM |
| VANGUARD MALVERN FDS | 20888 | 1033097 | STRM INFPROIDX |
| AMAZON COM INC | 3640 | 840185 | COM |
| MICROSOFT CORP | 1423 | 688326 | COM |
| ALPHABET INC | 2120 | 665131 | CAP STK CL C |
| VANGUARD SPECIALIZED FUNDS | 2233 | 490769 | DIV APP ETF |
| VANGUARD INDEX FDS | 1591 | 461740 | MID CAP ETF |
| CONSOLIDATED EDISON INC | 4592 | 456077 | COM |
| SPDR GOLD TR | 1011 | 400669 | GOLD SHS |
| BROADRIDGE FINL SOLUTIONS IN | 1718 | 385081 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 4325 | 347298 | COM |
| HOME DEPOT INC | 978 | 336530 | COM |
| DIMENSIONAL ETF TRUST | 8752 | 333543 | INTL CORE EQT MK |
| META PLATFORMS INC | 473 | 312271 | CL A |
| VANGUARD WORLD FD | 408 | 307542 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 8984 | 307350 | US LARGE CAP VAL |
| BOEING CO | 1373 | 298106 | COM |
| INVESCO QQQ TR | 465 | 285654 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 879 | 283231 | COM |
| ALPHABET INC | 858 | 268554 | CAP STK CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 847 | 258069 | SPONSORED ADS |
| ISHARES TR | 363 | 248633 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 1186 | 245443 | COM |
| WSFS FINL CORP | 4112 | 227147 | COM |
| DIMENSIONAL ETF TRUST | 3003 | 222700 | US EQUITY MARKET |
| SPDR S&P 500 ETF TR | 313 | 213859 | TR UNIT |
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