Prosperitas Financial LLC
•CIK: 2001016•Filing: Q4 2025
**Prosperitas Financial LLC** manages $251M across a diversified portfolio of 77 positions. The strategy exhibits a significant tilt toward large-cap growth and technology leaders, evidenced by top holdings including SCHG ($14.1M) and GOOGL ($14.1M). Further concentration is visible in AAPL ($13.8M), VTV ($13.2M), and VOO ($12.3M), suggesting a core focus on established market leaders and sector representation. This allocation profile signals a conviction in high-quality, established equity names.
Total AUM
$250.7M
+ $653.3K in options
QoQ Performance
+4.0%
Positions
60
+ 1 option
Top 10 Concentration
48.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
GOOGL
AAPL
VTV
SCHG5.6%
GOOGL5.6%
AAPL5.5%
VTV5.2%
VOO4.9%
NVDA4.6%
NDQ4.3%
SCHD4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.5%
Technology23.7%
Consumer6.3%
ETF5.5%
Financial4.0%
Healthcare3.8%
Communication2.2%
Industrial2.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑46 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023