Prosperity Consulting Group, LLC
•CIK: 1910398•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.2%
ETF16.4%
Technology11.3%
Financial3.3%
Consumer2.8%
Healthcare1.9%
Energy0.6%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+290 more exited positions
Changes from Q3 2025
NEW4 new positions
↑103 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023