Latest imported 13F data

Prosperity Consulting Group, LLC

โ€ขCIK: 1910398โ€ขFiling: Q4 2025

**Prosperity Consulting Group, LLC** manages $2.2B across a diversified portfolio of 503 positions. The firm maintains significant exposure to broad market indices, notably holding $295.7M in IVV and $95.6M in EFA. Key concentrated positions include $73.2M in AAPL and $73.3M in JEPI, alongside substantial allocations to sector-specific ETFs such as NDQ ($77.0M) and IWY ($55.6M). This structure suggests a tactical approach balancing core market exposure with targeted sector and income generation plays.

Total AUM
$2.2B
QoQ Performance
+9.6%
Positions
339
Top 10 Concentration
41.9%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IVV13.3%
EFA4.3%
NDQ3.5%
JEPI3.3%
AAPL3.3%
IWY2.5%
QUAL2.4%
MGV2.3%

๐Ÿ“ˆ Biggest Buys

IVV
ISHARES TR
+16.4%
13.3% of portfolio
XLK
SELECT SECTOR SPDR TR
+96.6%
1.6% of portfolio
EFA
ISHARES TR
+23.0%
4.3% of portfolio
NDQ
INVESCO QQQ TR
+22.3%
3.5% of portfolio
MGV
VANGUARD WORLD FD
+24.2%
2.3% of portfolio

๐Ÿ“‰ Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-13.9%
0.9% of portfolio
VTWO
VANGUARD SCOTTSDALE FDS
-44.5%
0.1% of portfolio
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-26.5%
0.3% of portfolio
CIT
CINTAS CORP
-36.5%
0.1% of portfolio
HD
HOME DEPOT INC
-13.6%
0.3% of portfolio

Sector Breakdown

Other63.0%
ETF16.4%
Technology11.3%
Consumer2.8%
Financial2.3%
Healthcare1.9%
Energy0.7%
Consumer Staples0.6%

๐Ÿšช Exited Positionssold since Q3 2025

MO
ALTRIA GROUP INC
SOLD
$2.4M
UL
UNILEVER PLC
SOLD
$2.3M
SCHA
SCHWAB STRATEGIC TR
SOLD
$2.2M
VTWG
VANGUARD SCOTTSDALE FDS
SOLD
$2.0M
TT
TRANE TECHNOLOGIES PLC
SOLD
$1.9M
+290 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘103 increased
โ†“92 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022