Prosperity Advisers, LLC
•CIK: 2042930•Filing: Q4 2025
**Prosperity Advisers, LLC** manages $121M across a diversified portfolio of 40 positions. The strategy exhibits a notable tilt toward broad U.S. and international equity exposure, evidenced by the top holdings including VEA ($30.8M) and VTI ($18.3M). Significant allocations are also directed toward sector and style factors, with VTV ($15.6M) and VUG ($15.4M) representing core components. This structure suggests a systematic approach to capturing global market beta while maintaining tactical factor exposure.
Total AUM
$121.1M
QoQ Performance
N/A
Positions
30
Top 10 Concentration
86.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VTI
VTV
VUG
VB
VWO
VEA25.4%
VTI15.1%
VTV12.8%
VUG12.7%
VB6.6%
VWO5.6%
VOO2.8%
SPTI1.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.0%
Technology3.5%
ETF3.2%
Consumer1.9%
Utilities0.7%
Industrial0.2%
Financial0.2%
Healthcare0.2%