Prosperity Consulting Group, LLC
โขCIK: 1910398โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other63.0%
ETF16.4%
Technology11.3%
Consumer2.8%
Financial2.3%
Healthcare1.9%
Energy0.7%
Consumer Staples0.6%
๐ช Exited Positionssold since Q3 2025
+290 more exited positions
Changes from Q3 2025
NEW4 new positions
โ103 increased
โ92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022