Prota Financial, LLC - Portfolio Stock Holdings
Prota Financial, LLC disclosed 70 stock positions in a recent SEC 13F filing. $156,078,148 of stock holdings were filed, with the largest holdings including JEPQ, QQQM, and SCHG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $270,372,201 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
70Est. Stock Holding Value:
$156,078,148Top Stock Holdings By Sector
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Portfolio Stock Holdings - Prota Financial, LLC
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Stock
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% of Portfolio
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