Prosperity Advisers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Prosperity Advisers, LLC reported 39 stock positions worth $120.3 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 27.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 14.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 13.4%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 18 and reduced 9. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) 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
- $120.3M (Q1 2026)
- SEC Filing
- 0002042930-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 39 stocks · $120.3M
| VEA Vanguard Ftse Developed ETF | 27.22% | 511,191 | $32.8M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 14.03% | 52,638 | $16.9M | Reduce -3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 13.44% | 82,448 | $16.2M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.61% | 31,985 | $14.0M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.94% | 31,873 | $8.3M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 6.12% | 136,232 | $7.4M | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 2.59% | 5,219 | $3.1M | Reduce -3.4% |
| SPTI SS SPDR P Int Term TSY ETF | 1.92% | 80,662 | $2.3M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 1.83% | 26,583 | $2.2M | Add +1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.67% | 25,314 | $2.0M | Add +1.5% |
| SHV iShares 0-1 Year Treasury Bo | 1.37% | 14,904 | $1.6M | Reduce -1.7% |
| NVDA Nvidia Corp. | 0.99% | 6,836 | $1.2M | Add +6.2% |
| ADP Automatic Data Processing | 0.88% | 5,185 | $1.1M | No change |
| VTIP Vanguard Short-Term Tips | 0.85% | 20,482 | $1.0M | Reduce -1.9% |
| AAPL Apple Inc. | 0.85% | 4,021 | $1.0M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.77% | 2,481 | $922K | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.65% | 3,731 | $777K | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 2,120 | $608K | No change |
| MSFT Microsoft Corp. | 0.45% | 1,469 | $544K | Add +3.2% |
| GLD SPDR Gold Shares | 0.42% | 1,161 | $500K | Add +14.8% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 2,233 | $480K | No change |
| ED Consolidated Edison Inc. | 0.37% | 3,968 | $449K | Reduce -13.6% |
| DFAI Dimensional International Co. | 0.35% | 10,801 | $421K | Add +23.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 1,335 | $383K | Reduce -16.1% |
| PEG Public Service Enterprise GP | 0.29% | 4,325 | $350K | No change |
| HD Home Depot Inc. | 0.27% | 978 | $322K | No change |
| DFLV Dim US Large Cap Value ETF | 0.27% | 8,985 | $321K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.26% | 542 | $310K | Add +14.6% |
| VGT Vanguard Info Tech ETF | 0.25% | 429 | $299K | Add +5.2% |
| JNJ Johnson & Johnson | 0.24% | 1,186 | $290K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 500 | $289K | Add +7.5% |
| BR Broadridge Financial Solutio | 0.23% | 1,718 | $281K | No change |
| GOOGL Alphabet Inc. Class A | 0.23% | 966 | $278K | Add +12.6% |
| BA The Boeing Co. | 0.23% | 1,373 | $273K | No change |
| WSFS WSFS Financial Corp. | 0.22% | 4,112 | $269K | No change |
| IVV iShares Core S&P 500 ETF | 0.20% | 363 | $237K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 770 | $227K | Reduce -12.4% |
| DFUS Dimensional US Eq MKT ETF | 0.18% | 3,003 | $213K | No change |
| MU Micron Technology Inc. | 0.17% | 610 | $206K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.5% | 14.03% | −1.06 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.21 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 2.59% | −0.21 |
| TSLA Tesla Inc. | Reduce -2.8% | 0.77% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.18 |
| AAPL Apple Inc. | Reduce -2.1% | 0.85% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -16.1% | 0.32% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -12.4% | 0.19% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.7% | 1.37% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -13.6% | 0.37% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -1.9% | 0.85% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +3.7% | 27.22% | +1.81 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.2% | 13.44% | +0.60 |
| VWO Vanguard Ftse Emerging Marke | Add +7.4% | 6.12% | +0.49 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 6.94% | +0.31 |
| MU Micron Technology Inc. | New | 0.17% | +0.17 |
| GLD SPDR Gold Shares | Add +14.8% | 0.42% | +0.08 |
| DFAI Dimensional International Co. | Add +23.4% | 0.35% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.5% | 1.67% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +1.6% | 1.83% | +0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Add +0.7% | 1.92% | +0.01 |
| DFLV Dim US Large Cap Value ETF | Add +0.0% | 0.27% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +12.6% | 0.23% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.5% | 0.24% | +0.00 |
| META Meta Platforms Inc. Class A | Add +14.6% | 0.26% | 0.00 |
| NVDA Nvidia Corp. | Add +6.2% | 0.99% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +5.2% | 0.25% | −0.01 |
| AMZN Amazon.com Inc. | Add +2.5% | 0.65% | −0.05 |
| MSFT Microsoft Corp. | Add +3.2% | 0.45% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 11.61% | −1.09 |