C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
โขCIK: 1965756โขFiling: Q4 2025
**C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors** manages $1.7B across a diversified portfolio of 377 positions. The strategy exhibits a notable tilt toward growth and sector representation, evidenced by top holdings including SPYM at $139.9M and DFAC at $111.9M. Significant allocations are also maintained in broad market and international indices, such as VUG ($54.7M) and VEA ($54.2M). This positioning suggests a focus on capturing momentum and global equity upside.
Total AUM
$1.7B
QoQ Performance
N/A
Positions
186
Top 10 Concentration
40.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
DFAC
SPYM8.4%
DFAC6.7%
DYNF3.5%
VUG3.3%
VEA3.2%
IEMG3.1%
DFAX3.0%
IVE2.8%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other89.5%
Technology4.8%
ETF2.2%
Consumer1.2%
Healthcare1.0%
Energy0.2%
Industrial0.2%
Financial0.2%
Changes from Q3 2023
NEW200 new positions
Historical Filings
Q4 2025Q3 2023Q2 2023Q1 2023Q4 2022