Prosperity Consulting Group, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.0T
Holdings
491
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (491 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 370,961 | $248.3B | 12.24% | |
| 2 | EFAISHARES TR | 809,693 | $75.6B | 3.73% | |
| 3 | AAPLAPPLE INC | 268,650 | $68.4B | 3.37% | |
| 4 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,134,332 | $64.8B | 3.19% | |
| 5 | NDQINVESCO QQQ TR | 102,486 | $61.5B | 3.03% | |
| 6 | IWYISHARES TR | 167,301 | $45.8B | 2.26% | |
| 7 | QUALISHARES TR | 214,514 | $41.7B | 2.06% | |
| 8 | MGVVANGUARD WORLD FD | 297,440 | $41.0B | 2.02% | |
| 9 | AGGISHARES TR | 389,333 | $39.0B | 1.92% | |
| 10 | MSFTMICROSOFT CORP | 72,574 | $37.6B | 1.85% | |
| 11 | XLKSELECT SECTOR SPDR TR | 129,059 | $36.4B | 1.79% | |
| 12 | SPYSPDR S&P 500 ETF TR | 51,376 | $34.2B | 1.69% | |
| 13 | ICSHISHARES TR | 645,367 | $32.8B | 1.61% | |
| 14 | EFVISHARES TR | 481,101 | $32.6B | 1.61% | |
| 15 | QQQMINVESCO EXCH TRADED FD TR II | 123,956 | $30.6B | 1.51% | |
| 16 | NVDANVIDIA CORPORATION | 153,396 | $28.6B | 1.41% | |
| 17 | VOVANGUARD INDEX FDS | 89,286 | $26.2B | 1.29% | |
| 18 | BUFRFIRST TR EXCHNG TRADED FD VI | 709,901 | $23.7B | 1.17% | |
| 19 | SCHDSCHWAB STRATEGIC TR | 825,621 | $22.5B | 1.11% | |
| 20 | AMZNAMAZON COM INC | 90,674 | $19.9B | 0.98% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 38,885 | $19.5B | 0.96% | |
| 22 | IVWISHARES TR | 153,006 | $18.5B | 0.91% | |
| 23 | IGIBISHARES TR | 306,787 | $16.6B | 0.82% | |
| 24 | GOOGLALPHABET INC | 67,451 | $16.4B | 0.81% | |
| 25 | AVGOBROADCOM INC | 48,875 | $16.1B | 0.79% | |
| 26 | XLCSELECT SECTOR SPDR TR | 129,875 | $15.4B | 0.76% | |
| 27 | JPMJPMORGAN CHASE & CO. | 48,461 | $15.3B | 0.75% | |
| 28 | SDYSPDR SERIES TRUST | 101,849 | $14.3B | 0.70% | |
| 29 | IWSISHARES TR | 100,650 | $14.1B | 0.69% | |
| 30 | JPSTJ P MORGAN EXCHANGE TRADED F | 271,876 | $13.8B | 0.68% | |
| 31 | XLFSELECT SECTOR SPDR TR | 245,108 | $13.2B | 0.65% | |
| 32 | XLYSELECT SECTOR SPDR TR | 54,402 | $13.0B | 0.64% | |
| 33 | XLVSELECT SECTOR SPDR TR | 83,599 | $11.6B | 0.57% | |
| 34 | FVDFIRST TR EXCHANGE-TRADED FD | 238,691 | $11.0B | 0.54% | |
| 35 | GOOGALPHABET INC | 44,426 | $10.8B | 0.53% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 11,318 | $10.5B | 0.52% | |
| 37 | METAMETA PLATFORMS INC | 13,891 | $10.2B | 0.50% | |
| 38 | VVISA INC | 28,808 | $9.8B | 0.48% | |
| 39 | EFGISHARES TR | 85,425 | $9.7B | 0.48% | |
| 40 | HDHOME DEPOT INC | 23,738 | $9.6B | 0.47% | |
| 41 | DGROISHARES TR | 139,068 | $9.5B | 0.47% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 149,944 | $9.0B | 0.44% | |
| 43 | PPAINVESCO EXCHANGE TRADED FD T | 57,003 | $8.9B | 0.44% | |
| 44 | DGRWWISDOMTREE TR | 97,832 | $8.7B | 0.43% | |
| 45 | AQLTISHARES TR | 97,015 | $8.5B | 0.42% | |
| 46 | FMDEFIDELITY COVINGTON TRUST | 231,611 | $8.4B | 0.41% | |
| 47 | IWPISHARES TR | 55,640 | $7.9B | 0.39% | |
| 48 | IWFISHARES TR | 16,399 | $7.7B | 0.38% | |
| 49 | XOMEXXON MOBIL CORP | 67,914 | $7.7B | 0.38% | |
| 50 | LLYELI LILLY & CO | 9,881 | $7.5B | 0.37% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 26,308 | $7.4B | 0.37% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 33,084 | $7.1B | 0.35% | |
| 53 | COWZPACER FDS TR | 124,160 | $7.1B | 0.35% | |
| 54 | PRFINVESCO EXCHANGE TRADED FD T | 157,530 | $7.1B | 0.35% | |
| 55 | WMTWALMART INC | 69,104 | $7.1B | 0.35% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 25,454 | $7.1B | 0.35% | |
| 57 | DGSWISDOMTREE TR | 116,980 | $6.7B | 0.33% | |
| 58 | JMSTJ P MORGAN EXCHANGE TRADED F | 124,928 | $6.4B | 0.31% | |
| 59 | XEXGXEATON VANCE TAX-MANAGED GLOB | 697,392 | $6.3B | 0.31% | |
| 60 | AOAISHARES TR | 70,879 | $6.2B | 0.31% | |
| 61 | ABBVABBVIE INC | 26,565 | $6.2B | 0.30% | |
| 62 | GQ9SPDR GOLD TR | 17,295 | $6.1B | 0.30% | |
| 63 | XLISELECT SECTOR SPDR TR | 39,149 | $6.0B | 0.30% | |
| 64 | DESWISDOMTREE TR | 179,167 | $6.0B | 0.30% | |
| 65 | IEMGISHARES INC | 91,211 | $6.0B | 0.30% | |
| 66 | MCDMCDONALDS CORP | 19,640 | $6.0B | 0.29% | |
| 67 | IWMISHARES TR | 24,374 | $5.9B | 0.29% | |
| 68 | VTWOVANGUARD SCOTTSDALE FDS | 60,080 | $5.9B | 0.29% | |
| 69 | MUNIPIMCO ETF TR | 110,506 | $5.8B | 0.28% | |
| 70 | FDLFIRST TR EXCHANGE-TRADED FD | 132,619 | $5.8B | 0.28% | |
| 71 | VOTVANGUARD INDEX FDS | 19,526 | $5.7B | 0.28% | |
| 72 | VTHRVANGUARD SCOTTSDALE FDS | 19,429 | $5.7B | 0.28% | |
| 73 | MUBISHARES TR | 50,702 | $5.4B | 0.27% | |
| 74 | KOCOCA COLA CO | 80,524 | $5.3B | 0.26% | |
| 75 | BSVVANGUARD BD INDEX FDS | 66,622 | $5.3B | 0.26% | |
| 76 | BKBANK NEW YORK MELLON CORP | 47,457 | $5.2B | 0.25% | |
| 77 | SAPSAP SE | 19,035 | $5.1B | 0.25% | |
| 78 | FBNDFIDELITY MERRIMACK STR TR | 106,868 | $4.9B | 0.24% | |
| 79 | QCOMQUALCOMM INC | 29,579 | $4.9B | 0.24% | |
| 80 | VONGVANGUARD SCOTTSDALE FDS | 40,374 | $4.9B | 0.24% | |
| 81 | TSLATESLA INC | 10,931 | $4.9B | 0.24% | |
| 82 | IWRISHARES TR | 49,972 | $4.8B | 0.24% | |
| 83 | BILSSPDR SERIES TRUST | 47,544 | $4.7B | 0.23% | |
| 84 | BACVERIZON COMMUNICATIONS INC | 104,459 | $4.6B | 0.23% | |
| 85 | AORISHARES TR | 68,552 | $4.4B | 0.22% | |
| 86 | CSCOCISCO SYS INC | 64,421 | $4.4B | 0.22% | |
| 87 | SNASNAP ON INC | 12,535 | $4.3B | 0.21% | |
| 88 | XLUSELECT SECTOR SPDR TR | 49,535 | $4.3B | 0.21% | |
| 89 | OKEONEOK INC NEW | 58,038 | $4.2B | 0.21% | |
| 90 | EPIWISDOMTREE TR | 93,493 | $4.1B | 0.20% | |
| 91 | CITCINTAS CORP | 19,903 | $4.1B | 0.20% | |
| 92 | ARESARES MANAGEMENT CORPORATION | 25,536 | $4.1B | 0.20% | |
| 93 | BACBANK AMERICA CORP | 77,201 | $4.0B | 0.20% | |
| 94 | PGPROCTER AND GAMBLE CO | 25,555 | $3.9B | 0.19% | |
| 95 | WSOWATSCO INC | 9,555 | $3.9B | 0.19% | |
| 96 | MAMASTERCARD INCORPORATED | 6,633 | $3.8B | 0.19% | |
| 97 | VTVVANGUARD INDEX FDS | 20,104 | $3.7B | 0.18% | |
| 98 | XFEBFIRST TR EXCH TRADED FD III | 201,355 | $3.7B | 0.18% | |
| 99 | 4I1PHILIP MORRIS INTL INC | 22,454 | $3.6B | 0.18% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 12,309 | $3.6B | 0.18% |
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