Prosperity Advisers, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Prosperity Advisers, LLC reported 44 stock positions worth $138.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 26.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 13.6%) and Vanguard Mrngstr Val ETF-Aui (VTV, 13.4%). Compared with Q1 2026, it opened 6 new positions, sold out of 1, added to 20 and reduced 15. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HORSHAM, PA
- CIK
- 0002042930
- Portfolio Value
- $138.1M (Q2 2026)
- SEC Filing
- 0002042930-26-000006 ↗ filed Jul 29, 2026
Holdings Value
Holdings 44 stocks · $138.1M
| VEA Vanguard Ftse Developed ETF | 26.73% | 518,133 | $36.9M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 13.62% | 50,841 | $18.8M | Reduce -3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 13.39% | 84,852 | $18.5M | Add +2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.24% | 196,317 | $16.9M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.15% | 32,560 | $9.9M | Add +2.2% |
| VWO Vanguard Ftse Emerging Marke | 6.12% | 141,646 | $8.5M | Add +4.0% |
| VOO Vanguard S&P 500 ETF | 2.57% | 5,177 | $3.6M | Reduce -0.8% |
| SPTI SS SPDR P Int Term TSY ETF | 1.77% | 86,226 | $2.4M | Add +6.9% |
| VCIT Vanguard Int-Term Corporate | 1.62% | 27,132 | $2.2M | Add +2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.56% | 27,279 | $2.2M | Add +7.8% |
| SHV iShares 0-1 Year Treasury Bo | 1.19% | 14,894 | $1.6M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.02% | 7,049 | $1.4M | Add +3.1% |
| AAPL Apple Inc. | 0.87% | 4,132 | $1.2M | Add +2.8% |
| VTIP Vanguard Short-Term Tips | 0.82% | 22,503 | $1.1M | Add +9.9% |
| ADP Automatic Data Processing | 0.79% | 4,808 | $1.1M | Reduce -7.3% |
| TSLA Tesla Inc. | 0.71% | 2,344 | $986K | Reduce -5.5% |
| AMZN Amazon.com Inc. | 0.63% | 3,640 | $868K | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.56% | 2,192 | $774K | Add +3.4% |
| MSFT Microsoft Corp. | 0.43% | 1,610 | $600K | Add +9.6% |
| MU Micron Technology Inc. | 0.43% | 514 | $593K | Reduce -15.7% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 2,226 | $527K | Reduce -0.3% |
| DFLV Dim US Large Cap Value ETF | 0.36% | 12,682 | $501K | Add +41.1% |
| ED Consolidated Edison Inc. | 0.32% | 4,037 | $447K | Add +1.7% |
| DFAI Dimensional International Co. | 0.31% | 10,328 | $426K | Reduce -4.4% |
| DFIC Dimensional International Co. | 0.29% | 10,899 | $406K | New |
| VGT Vanguard Info Tech ETF | 0.28% | 3,274 | $391K | Reduce -4.6% |
| META Meta Platforms Inc. Class A | 0.28% | 683 | $385K | Add +26.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 4,760 | $384K | Reduce -10.9% |
| GLD SPDR Gold Shares | 0.27% | 1,018 | $375K | Reduce -12.3% |
| HD Home Depot Inc. | 0.26% | 1,036 | $365K | Add +5.9% |
| PEG Public Service Enterprise GP | 0.26% | 4,344 | $353K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.26% | 986 | $352K | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 450 | $332K | Reduce -10.0% |
| WSFS WSFS Financial Corp. | 0.23% | 4,112 | $316K | No change |
| BA The Boeing Co. | 0.22% | 1,407 | $305K | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.20% | 363 | $272K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 524 | $251K | New |
| JPM JPMorgan Chase & Co. | 0.18% | 747 | $245K | Reduce -3.0% |
| WDC Western Digital Corp. | 0.18% | 380 | $243K | New |
| BR Broadridge Financial Solutio | 0.17% | 1,718 | $237K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 295 | $221K | New |
| DFAE Dimensional Emerging Core Eq | 0.16% | 5,358 | $215K | New |
| DFSV Dimensional US Small Cap Val | 0.15% | 5,433 | $211K | New |
| DFUS Dimensional US Eq MKT ETF | 0.15% | 2,474 | $203K | Reduce -17.6% |
Portfolio Sells Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.4% | 13.62% | −0.41 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.24 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.1% | 1.19% | −0.18 |
| GLD SPDR Gold Shares | Reduce -12.3% | 0.27% | −0.14 |
| ADP Automatic Data Processing | Reduce -7.3% | 0.79% | −0.10 |
| TSLA Tesla Inc. | Reduce -5.5% | 0.71% | −0.05 |
| DFAI Dimensional International Co. | Reduce -4.4% | 0.31% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.9% | 0.28% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -17.6% | 0.15% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.38% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 0.63% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 2.57% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.18% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.0% | 0.24% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -4.6% | 0.28% | +0.03 |
| MU Micron Technology Inc. | Reduce -15.7% | 0.43% | +0.26 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.3% | 12.24% | +0.63 |
| DFIC Dimensional International Co. | New | 0.29% | +0.29 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.2% | 7.15% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.18% | +0.18 |
| WDC Western Digital Corp. | New | 0.18% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.16% | +0.16 |
| DFAE Dimensional Emerging Core Eq | New | 0.16% | +0.16 |
| DFSV Dimensional US Small Cap Val | New | 0.15% | +0.15 |
| DFLV Dim US Large Cap Value ETF | Add +41.1% | 0.36% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +3.4% | 0.56% | +0.06 |
| NVDA Nvidia Corp. | Add +3.1% | 1.02% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 0.26% | +0.02 |
| META Meta Platforms Inc. Class A | Add +26.0% | 0.28% | +0.02 |
| AAPL Apple Inc. | Add +2.8% | 0.87% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +4.0% | 6.12% | +0.00 |
| HD Home Depot Inc. | Add +5.9% | 0.26% | −0.00 |
| BA The Boeing Co. | Add +2.5% | 0.22% | −0.01 |
| MSFT Microsoft Corp. | Add +9.6% | 0.43% | −0.02 |
| VTIP Vanguard Short-Term Tips | Add +9.9% | 0.82% | −0.03 |
| PEG Public Service Enterprise GP | Add +0.4% | 0.26% | −0.04 |
| ED Consolidated Edison Inc. | Add +1.7% | 0.32% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.9% | 13.39% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.8% | 1.56% | −0.11 |
| SPTI SS SPDR P Int Term TSY ETF | Add +6.9% | 1.77% | −0.15 |
| VCIT Vanguard Int-Term Corporate | Add +2.1% | 1.62% | −0.20 |
| VEA Vanguard Ftse Developed ETF | Add +1.4% | 26.73% | −0.49 |