Prospera Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Prospera Capital Management, LLC reported 63 stock positions worth $319.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.3% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.9%) and Vanguard S&P 500 ETF (VOO, 8.2%). Compared with Q1 2026, it opened 21 new positions, sold out of 3 and added to 30. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +215%) and the biggest sale an exit from Exxon Mobil (XOM).

Most Recent 13F
Q2 2026
Location
GILBERT, AZ
CIK
0002082673
Portfolio Value
$319.8M (Q2 2026)
SEC Filing
0002082673-26-000004 ↗ filed Jul 27, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $136.9M Q4 2024 Q1 2025: $155.1M Q1 2025 Q2 2025: $180.6M Q2 2025 Q3 2025: $206.8M Q3 2025 Q4 2025: $198.2M Q4 2025 Q1 2026: $199.3M Q1 2026 Q2 2026: $319.8M $319.8M Q2 2026

Holdings 63 stocks · $319.8M
VTI VG Morningstar TS MKT ETF-US 36.27% 311,472 $116.0M Add +28.5%
VXUS Vanguard Total Intl Stock 14.91% 553,628 $47.7M Add +56.6%
VOO Vanguard S&P 500 ETF 8.21% 38,034 $26.3M Add +75.6%
BND Vanguard Total Bond Market 7.04% 308,037 $22.5M Add +25.9%
BNDX Vanguard Total Intl Bond ETF 6.89% 456,925 $22.0M Add +41.4%
VEU Vanguard Ftse All-World Ex-U 4.83% 183,325 $15.5M Add +214.9%
VXF Vanguard Extended Market ETF 3.77% 49,210 $12.0M Add +43.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.00% 73,847 $6.4M Add +30.6%
VTV Vanguard Mrngstr Val ETF-Aui 1.63% 23,745 $5.2M Add +30.5%
VEA Vanguard Ftse Developed ETF 1.55% 68,948 $5.0M Add +32.9%
NVDA Nvidia Corp. 1.19% 19,443 $3.8M Add +0.5%
QQQ Invesco QQQ Trust Series 1 1.10% 4,884 $3.5M No change
ESGV Vanguard ESG US Stock ETF 0.88% 21,260 $2.8M New
VSGX Vanguard ESG Intl Stock ETF 0.83% 32,087 $2.6M New
AAPL Apple Inc. 0.68% 6,975 $2.2M Add +2.9%
VCIT Vanguard Int-Term Corporate 0.66% 25,787 $2.1M Add +106.3%
VCSH Vanguard S/T Corp. Bond ETF 0.54% 21,826 $1.7M Add +111.3%
GOOG Alphabet Inc. Class C 0.39% 3,376 $1.2M Add +5.0%
SCHF Schwab Intl Equity ETF 0.38% 43,552 $1.2M Add +44.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.37% 23,348 $1.2M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.34% 4,454 $1.1M Add +0.8%
AVUV Avantis US Small Cap Value 0.30% 7,820 $968K Add +7.1%
AMZN Amazon.com Inc. 0.27% 3,529 $862K Add +19.9%
VIG Vanguard Dividend Apprec ETF 0.27% 3,556 $850K No change
VB Vanguard Most SM-Cap ETF-Usd 0.26% 2,794 $843K Add +37.1%
MSFT Microsoft Corp. 0.26% 2,166 $838K Add +0.1%
JPM JPMorgan Chase & Co. 0.26% 2,452 $828K No change
BIV Vanguard Intermediate-Term B 0.24% 10,184 $779K Add +11.8%
VSDM Vanguard Short Tax-Ex Bond 0.22% 9,342 $715K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.21% 8,422 $681K No change
TSM Taiwan Semiconductor-SP ADR 0.20% 1,418 $641K No change
IJR iShares Core S&P Small-Cap E 0.18% 3,876 $569K New
CVX Chevron Corp. 0.16% 2,979 $501K Add +6.8%
AVGO Broadcom Inc. 0.16% 1,335 $499K Add +23.0%
PLTR Palantir Technologies Inc. Class A 0.14% 3,381 $448K No change
VONE Vanguard Russell 1000 0.12% 1,084 $369K New
DFUS Dimensional US Eq MKT ETF 0.11% 4,336 $357K New
IVV iShares Core S&P 500 ETF 0.11% 453 $342K New
BSV Vanguard Short-Term Bond ETF 0.11% 4,358 $339K Add +25.4%
VWO Vanguard Ftse Emerging Marke 0.11% 5,634 $338K Add +0.2%
GVA Granite Construction Inc. 0.10% 2,234 $332K New
VCLT Vanguard Long-Term Corp. Bond 0.10% 4,423 $331K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.10% 1,631 $326K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 641 $325K Add +37.3%
WMT Walmart Inc. 0.10% 2,836 $315K No change
NEE Nextera Energy Inc. 0.09% 3,452 $302K Add +0.7%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.09% 1,085 $299K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.09% 163 $297K No change
SCZ iShares MSCI Eafe Small-Cap 0.08% 2,959 $251K New
SCHG Schwab US Large-Cap Growth 0.07% 6,946 $240K New
SCHD Schwab US DVD Equity ETF 0.07% 7,382 $238K New
JNJ Johnson & Johnson 0.07% 917 $238K Add +0.6%
SCHW Schwab (charles) Corp. 0.07% 2,358 $237K Add +0.3%
IAU iShares Gold Trust 0.07% 2,981 $233K No change
GOOGL Alphabet Inc. Class A 0.07% 620 $227K New
QCOM Qualcomm Inc. 0.07% 1,214 $226K New
AFL Aflac Inc. 0.07% 1,821 $219K New
VNQ Vanguard Real Estate ETF 0.07% 2,232 $217K New
IWM iShares Russell 2000 ETF 0.07% 724 $216K New
INTC Intel Corp. 0.07% 1,746 $213K New
SCHB Schwab US Broad Market ETF 0.07% 7,294 $212K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.06% 1,263 $207K New
VCEB Vanguard ESG US Corp. Bond 0.06% 3,275 $205K New

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Sold out 0.00% −0.25
MA Mastercard Inc. Class A Sold out 0.00% −0.13
META Meta Platforms Inc. Class A Sold out 0.00% −0.12

Portfolio Buys Q1 2026 → Q2 2026
VEU Vanguard Ftse All-World Ex-U Add +214.9% 4.83% +2.64
VOO Vanguard S&P 500 ETF Add +75.6% 8.21% +1.72
VXUS Vanguard Total Intl Stock Add +56.6% 14.91% +1.23
ESGV Vanguard ESG US Stock ETF New 0.88% +0.88
VSGX Vanguard ESG Intl Stock ETF New 0.83% +0.83
VXF Vanguard Extended Market ETF Add +43.0% 3.77% +0.21
IJR iShares Core S&P Small-Cap E New 0.18% +0.18
VCIT Vanguard Int-Term Corporate Add +106.3% 0.66% +0.15
VCSH Vanguard S/T Corp. Bond ETF Add +111.3% 0.54% +0.13
VONE Vanguard Russell 1000 New 0.12% +0.12
DFUS Dimensional US Eq MKT ETF New 0.11% +0.11
IVV iShares Core S&P 500 ETF New 0.11% +0.11
GVA Granite Construction Inc. New 0.10% +0.10
VCLT Vanguard Long-Term Corp. Bond New 0.10% +0.10
MGC Vngrd Mrngstr MG Cap ETF-Usd New 0.09% +0.09
SCZ iShares MSCI Eafe Small-Cap New 0.08% +0.08
SCHG Schwab US Large-Cap Growth New 0.07% +0.07
SCHD Schwab US DVD Equity ETF New 0.07% +0.07
GOOGL Alphabet Inc. Class A New 0.07% +0.07
QCOM Qualcomm Inc. New 0.07% +0.07
AFL Aflac Inc. New 0.07% +0.07
VNQ Vanguard Real Estate ETF New 0.07% +0.07
IWM iShares Russell 2000 ETF New 0.07% +0.07
INTC Intel Corp. New 0.07% +0.07
SCHB Schwab US Broad Market ETF New 0.07% +0.07
MGV Vngrd Mrgstr MG CP VL ETF-Ui New 0.06% +0.06
VCEB Vanguard ESG US Corp. Bond New 0.06% +0.06
SCHF Schwab Intl Equity ETF Add +44.2% 0.38% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +37.1% 0.26% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +37.3% 0.10% −0.01
AVGO Broadcom Inc. Add +23.0% 0.16% −0.01
BSV Vanguard Short-Term Bond ETF Add +25.4% 0.11% −0.03
SCHW Schwab (charles) Corp. Add +0.3% 0.07% −0.04
JNJ Johnson & Johnson Add +0.6% 0.07% −0.04
AMZN Amazon.com Inc. Add +19.9% 0.27% −0.04
VWO Vanguard Ftse Emerging Marke Add +0.2% 0.11% −0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +30.6% 2.00% −0.06
NEE Nextera Energy Inc. Add +0.7% 0.09% −0.07
GOOG Alphabet Inc. Class C Add +5.0% 0.39% −0.08
AVUV Avantis US Small Cap Value Add +7.1% 0.30% −0.10
BIV Vanguard Intermediate-Term B Add +11.8% 0.24% −0.11
VEA Vanguard Ftse Developed ETF Add +32.9% 1.55% −0.12
CVX Chevron Corp. Add +6.8% 0.16% −0.13
MSFT Microsoft Corp. Add +0.1% 0.26% −0.14
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.8% 0.34% −0.14
VTV Vanguard Mrngstr Val ETF-Aui Add +30.5% 1.63% −0.16
AAPL Apple Inc. Add +2.9% 0.68% −0.18
NVDA Nvidia Corp. Add +0.5% 1.19% −0.50
BNDX Vanguard Total Intl Bond ETF Add +41.4% 6.89% −0.89
BND Vanguard Total Bond Market Add +25.9% 7.04% −1.98

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 63$319.8MVTI, VXUS, VOO, BND, BNDX
Q1 2026 45$199.3MVTI, VXUS, BND, BNDX, VOO
Q4 2025 41$198.2MVTI, VXUS, BND, BNDX, VOO
Q3 2025 48$206.8MVTI, VXUS, BNDX, BND, VOO
Q2 2025Amended 43$180.6MVTI, VXUS, BNDX, BND, VOO
Q1 2025Amended 37$155.1MVTI, VXUS, BNDX, BND, VOO
Q4 2024Amended 15$136.9MVTI, VXUS, BNDX, BND, VOO