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Prosperity Consulting Group, LLC - Portfolio Stock Holdings

Prosperity Consulting Group, LLC disclosed 539 stock positions in a recent SEC 13F filing. $2,194,121,581 of stock holdings were filed, with the largest holdings including IVV, EFA, and JEPI. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.

Report Period:

March 31, 2026

No. of Stocks:

539

Est. Stock Holding Value:

$2,194,121,581

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Prosperity Consulting Group, LLC

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

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Portfolio Options Holdings - Prosperity Consulting Group, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.