Prosperity Consulting Group, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.2T
Holdings
503
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (503 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 431,739 | $295.7B | 13.30% | |
| 2 | EFAISHARES TR | 995,723 | $95.6B | 4.30% | |
| 3 | NDQINVESCO QQQ TR | 125,306 | $77.0B | 3.46% | |
| 4 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,279,949 | $73.3B | 3.30% | |
| 5 | AAPLAPPLE INC | 269,257 | $73.2B | 3.29% | |
| 6 | IWYISHARES TR | 200,596 | $55.6B | 2.50% | |
| 7 | QUALISHARES TR | 263,654 | $52.4B | 2.36% | |
| 8 | MGVVANGUARD WORLD FD | 369,475 | $52.2B | 2.35% | |
| 9 | EFVISHARES TR | 568,364 | $40.6B | 1.83% | |
| 10 | ICSHISHARES TR | 795,433 | $40.2B | 1.81% | |
| 11 | AGGISHARES TR | 380,971 | $38.1B | 1.71% | |
| 12 | XLKSELECT SECTOR SPDR TR | 253,712 | $36.5B | 1.64% | |
| 13 | SPYSPDR S&P 500 ETF TR | 53,253 | $36.3B | 1.63% | |
| 14 | MSFTMICROSOFT CORP | 74,309 | $35.9B | 1.62% | |
| 15 | VOVANGUARD INDEX FDS | 111,957 | $32.5B | 1.46% | |
| 16 | QQQMINVESCO EXCH TRADED FD TR II | 124,274 | $31.4B | 1.41% | |
| 17 | NVDANVIDIA CORPORATION | 161,384 | $30.1B | 1.35% | |
| 18 | BUFRFIRST TR EXCHNG TRADED FD VI | 860,109 | $29.5B | 1.33% | |
| 19 | GOOGLALPHABET INC | 73,251 | $22.9B | 1.03% | |
| 20 | AMZNAMAZON COM INC | 98,184 | $22.7B | 1.02% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 38,838 | $19.5B | 0.88% | |
| 22 | SCHDSCHWAB STRATEGIC TR | 710,873 | $19.5B | 0.88% | |
| 23 | IVWISHARES TR | 153,501 | $18.9B | 0.85% | |
| 24 | AVGOBROADCOM INC | 50,287 | $17.4B | 0.78% | |
| 25 | IGIBISHARES TR | 312,319 | $16.8B | 0.76% | |
| 26 | IWSISHARES TR | 111,161 | $15.7B | 0.71% | |
| 27 | JPMJPMORGAN CHASE & CO. | 46,730 | $15.1B | 0.68% | |
| 28 | XLCSELECT SECTOR SPDR TR | 126,030 | $14.8B | 0.67% | |
| 29 | GOOGALPHABET INC | 46,507 | $14.6B | 0.66% | |
| 30 | SDYSPDR SERIES TRUST | 98,201 | $13.7B | 0.61% | |
| 31 | XLFSELECT SECTOR SPDR TR | 240,955 | $13.2B | 0.59% | |
| 32 | JPSTJ P MORGAN EXCHANGE TRADED F | 255,895 | $12.9B | 0.58% | |
| 33 | XLYSELECT SECTOR SPDR TR | 105,830 | $12.6B | 0.57% | |
| 34 | XLVSELECT SECTOR SPDR TR | 80,740 | $12.5B | 0.56% | |
| 35 | FVDFIRST TR EXCHANGE-TRADED FD | 234,089 | $10.8B | 0.49% | |
| 36 | LLYELI LILLY & CO | 10,020 | $10.8B | 0.48% | |
| 37 | IWPISHARES TR | 76,396 | $10.5B | 0.47% | |
| 38 | FMDEFIDELITY COVINGTON TRUST | 283,664 | $10.3B | 0.46% | |
| 39 | EFGISHARES TR | 87,933 | $10.0B | 0.45% | |
| 40 | VVISA INC | 28,223 | $9.9B | 0.45% | |
| 41 | DGROISHARES TR | 140,611 | $9.8B | 0.44% | |
| 42 | METAMETA PLATFORMS INC | 14,629 | $9.7B | 0.43% | |
| 43 | AQLTISHARES TR | 105,277 | $9.4B | 0.42% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 10,757 | $9.3B | 0.42% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 147,668 | $9.2B | 0.41% | |
| 46 | PPAINVESCO EXCHANGE TRADED FD T | 58,613 | $9.2B | 0.41% | |
| 47 | IWFISHARES TR | 18,799 | $8.9B | 0.40% | |
| 48 | DGRWWISDOMTREE TR | 97,038 | $8.7B | 0.39% | |
| 49 | MUNIPIMCO ETF TR | 157,336 | $8.2B | 0.37% | |
| 50 | PRFINVESCO EXCHANGE TRADED FD T | 169,885 | $8.0B | 0.36% | |
| 51 | WMTWALMART INC | 68,124 | $7.6B | 0.34% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 25,408 | $7.5B | 0.34% | |
| 53 | VTHRVANGUARD SCOTTSDALE FDS | 24,326 | $7.3B | 0.33% | |
| 54 | VIGVANGUARD SPECIALIZED FUNDS | 32,995 | $7.3B | 0.33% | |
| 55 | XOMEXXON MOBIL CORP | 60,070 | $7.2B | 0.33% | |
| 56 | HDHOME DEPOT INC | 20,503 | $7.1B | 0.32% | |
| 57 | XEXGXEATON VANCE TAX-MANAGED GLOB | 728,693 | $6.9B | 0.31% | |
| 58 | JMSTJ P MORGAN EXCHANGE TRADED F | 136,298 | $6.9B | 0.31% | |
| 59 | GQ9SPDR GOLD TR | 17,426 | $6.9B | 0.31% | |
| 60 | AOAISHARES TR | 75,455 | $6.8B | 0.30% | |
| 61 | MUBISHARES TR | 61,751 | $6.6B | 0.30% | |
| 62 | IEMGISHARES INC | 96,044 | $6.5B | 0.29% | |
| 63 | COWZPACER FDS TR | 106,751 | $6.4B | 0.29% | |
| 64 | DGSWISDOMTREE TR | 112,149 | $6.4B | 0.29% | |
| 65 | ABBVABBVIE INC | 26,715 | $6.1B | 0.27% | |
| 66 | XLISELECT SECTOR SPDR TR | 39,109 | $6.1B | 0.27% | |
| 67 | FDLFIRST TR EXCHANGE-TRADED FD | 133,824 | $5.9B | 0.27% | |
| 68 | IWRISHARES TR | 60,485 | $5.8B | 0.26% | |
| 69 | MCDMCDONALDS CORP | 18,950 | $5.8B | 0.26% | |
| 70 | BSVVANGUARD BD INDEX FDS | 73,188 | $5.8B | 0.26% | |
| 71 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 18,702 | $5.7B | 0.26% | |
| 72 | BKBANK NEW YORK MELLON CORP | 47,830 | $5.6B | 0.25% | |
| 73 | TSLATESLA INC | 12,258 | $5.5B | 0.25% | |
| 74 | DESWISDOMTREE TR | 164,684 | $5.5B | 0.25% | |
| 75 | BILSSPDR SERIES TRUST | 55,139 | $5.5B | 0.25% | |
| 76 | KOCOCA COLA CO | 78,031 | $5.5B | 0.25% | |
| 77 | IWMISHARES TR | 22,027 | $5.4B | 0.24% | |
| 78 | FBNDFIDELITY MERRIMACK STR TR | 115,823 | $5.3B | 0.24% | |
| 79 | QCOMQUALCOMM INC | 31,089 | $5.3B | 0.24% | |
| 80 | CSCOCISCO SYS INC | 67,150 | $5.2B | 0.23% | |
| 81 | VOTVANGUARD INDEX FDS | 18,375 | $5.1B | 0.23% | |
| 82 | AORISHARES TR | 76,368 | $5.0B | 0.22% | |
| 83 | BACBANK AMERICA CORP | 82,386 | $4.5B | 0.20% | |
| 84 | SAPSAP SE | 18,652 | $4.5B | 0.20% | |
| 85 | VONGVANGUARD SCOTTSDALE FDS | 37,041 | $4.5B | 0.20% | |
| 86 | XLUSELECT SECTOR SPDR TR | 105,517 | $4.5B | 0.20% | |
| 87 | OKEONEOK INC NEW | 60,661 | $4.5B | 0.20% | |
| 88 | MRKMERCK & CO INC | 41,698 | $4.4B | 0.20% | |
| 89 | SNASNAP ON INC | 12,152 | $4.2B | 0.19% | |
| 90 | BNDVANGUARD BD INDEX FDS | 55,369 | $4.1B | 0.18% | |
| 91 | JNJJOHNSON & JOHNSON | 19,683 | $4.1B | 0.18% | |
| 92 | ARESARES MANAGEMENT CORPORATION | 24,912 | $4.0B | 0.18% | |
| 93 | VTVVANGUARD INDEX FDS | 20,950 | $4.0B | 0.18% | |
| 94 | IWDISHARES TR | 18,836 | $4.0B | 0.18% | |
| 95 | EPIWISDOMTREE TR | 84,725 | $3.9B | 0.18% | |
| 96 | BACVERIZON COMMUNICATIONS INC | 94,662 | $3.9B | 0.17% | |
| 97 | XFEBFIRST TR EXCH TRADED FD III | 207,904 | $3.8B | 0.17% | |
| 98 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.8B | 0.17% | |
| 99 | PGPROCTER AND GAMBLE CO | 25,127 | $3.6B | 0.16% | |
| 100 | VTIVANGUARD INDEX FDS | 10,736 | $3.6B | 0.16% |
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