Data as of Q4 2025 (Dec 31, 2025)

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

โ€ขCIK: 1965756โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SPYM
SPDR SERIES TRUST
NEW
8.4% of portfolio
DFAC
DIMENSIONAL ETF TRUST
NEW
6.7% of portfolio
DYNF
BLACKROCK ETF TRUST
NEW
3.5% of portfolio
VUG
VANGUARD INDEX FDS
NEW
3.3% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
NEW
3.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other89.0%
Technology4.8%
ETF2.2%
Consumer1.2%
Healthcare1.0%
Financial0.8%
Industrial0.2%
Communication0.2%