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Prospera Capital Management, LLC - Portfolio Stock Holdings

Prospera Capital Management, LLC disclosed 66 stock positions in a recent SEC 13F filing. $318,441,041 of stock holdings were filed, with the largest holdings including VTI, VXUS, and VOO. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.

We estimate the fund has a total AUM of $343,948,958 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

66

Est. Stock Holding Value:

$318,441,041

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Prospera Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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