Prosperitas Financial LLC Portfolio Holdings

Prosperitas Financial LLC

  • $213 Billion
  • Q2 2025

Prosperitas Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $12.7B, Schwab Strategic Tr Us Broad M with a value of $12.3B, Vanguard Value ETF with a value of $12.1B, Vanguard Index Fds S&P 500 ETF with a value of $11.1B, and Nvidia Corp with a value of $9.97B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $193B to 213B.

Prosperitas Financial LLC is based out at Valencia, CA

Below you can find more details about Prosperitas Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Billion
ETFs: $84.2 Billion
Technology: $32.6 Billion
Communication Services: $27.1 Billion
Consumer Defensive: $18.1 Billion
Consumer Cyclical: $13.4 Billion
Financial Services: $11.6 Billion
Industrials: $7.78 Billion
Healthcare: $6.53 Billion
Other: $11.2 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $213 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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