C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Portfolio Holdings

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • $1.72 Trillion
  • Q3 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.72 Trillion distributed in 412 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $155B, Spdr Portfolio S&P 500 ETF (Ma with a value of $126B, Dimensional ETF Trust with a value of $65.1B, Dimensional ETF Tr with a value of $57.7B, and Vanguard Growth ETF with a value of $52.2B.

Examining the 13F form we can see an increase of $656B in the current position value, from $1.07T to 1.72T.

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors is based out at Westlake, OH

Below you can find more details about C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.72 Trillion
Technology: $72.8 Billion
Financial Services: $27.4 Billion
Consumer Cyclical: $22.8 Billion
Healthcare: $22.3 Billion
Communication Services: $14.8 Billion
Industrials: $14 Billion
Consumer Defensive: $10.8 Billion
ETFs: $8.68 Billion
Other: $14.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$155 Billion 9.0% of portfolio
4,025,732
Q2 2025 Reduced 2.16%
$0
$126 Billion 7.29% of portfolio
1,605,031
Q2 2025 Reduced 4.75%
Dimensional ETF Trust
-
$65.1 Billion 3.77% of portfolio
-
Q2 2025 Reduced 5.6%
$0
$57.7 Billion 3.35% of portfolio
1,839,453
Q2 2025 Added 0.86%
$0
$52.2 Billion 3.03% of portfolio
108,814
Q2 2025 Reduced 10.55%
$0
$49.8 Billion 2.89% of portfolio
831,601
Q2 2025 Reduced 11.49%
$0
$47 Billion 2.73% of portfolio
794,480
Q2 2025 Reduced 19.6%
$0
$43.3 Billion 2.51% of portfolio
222,853
Q2 2025 Added 2.69%
$0
$40.2 Billion 2.33% of portfolio
215,634
Q2 2025 Reduced 9.62%
$0
$37.6 Billion 2.18% of portfolio
1,147,403
Q2 2025 Reduced 4.3%
$0
$31.6 Billion 1.83% of portfolio
479,511
Q2 2025 Reduced 10.12%
$0
$31.3 Billion 1.81% of portfolio
543,511
Q2 2025 Reduced 53.44%
$0
$28.2 Billion 1.63% of portfolio
858,514
Q2 2025 Reduced 4.06%
$4.34T
$25.1 Billion 1.46% of portfolio
98,563
Q2 2025 Reduced 15.02%
$0
$24.8 Billion 1.44% of portfolio
237,673
Q2 2025 Reduced 4.87%
$0
$23.6 Billion 1.37% of portfolio
257,323
Q2 2025 Reduced 19.02%
$0
$18.9 Billion 1.09% of portfolio
381,763
Q2 2025 Reduced 2.27%
Blackrock ETF Trust
-
$18.1 Billion 1.05% of portfolio
-
Q2 2025 Reduced 61.35%
$0
$18 Billion 1.05% of portfolio
30,024
Q2 2025 Reduced 5.96%
$3.83T
$17.6 Billion 1.02% of portfolio
34,053
Q2 2025 Reduced 4.86%
Blackrock ETF Trust
-
$17.7 Billion 1.02% of portfolio
-
Q2 2025 Reduced 9.04%
$0
$17 Billion 0.98% of portfolio
312,977
Q2 2025 Reduced 9.25%
$0
$15.9 Billion 0.92% of portfolio
494,668
Q2 2025 Reduced 4.83%
$0
$15.6 Billion 0.9% of portfolio
323,233
Q2 2025 Reduced 6.21%
$0
$14.8 Billion 0.86% of portfolio
346,225
Q2 2025 Reduced 4.07%
$0
$14 Billion 0.81% of portfolio
54,508
Q2 2025 Reduced 1.16%
$0
$12.4 Billion 0.72% of portfolio
48,929
Q2 2025 Reduced 20.49%
$0
$11.9 Billion 0.69% of portfolio
115,536
Q2 2025 Reduced 11.66%
$0
$11.7 Billion 0.68% of portfolio
148,186
Q2 2025 Reduced 9.66%
$635B
$11.6 Billion 0.67% of portfolio
23,118
Q2 2025 Reduced 8.8%
$495B
$11.6 Billion 0.67% of portfolio
62,075
Q2 2025 Reduced 5.64%
$0
$11.3 Billion 0.66% of portfolio
45,726
Q2 2025 Added 72.32%
$62.9B
$11.3 Billion 0.65% of portfolio
154,853
Q2 2025 Reduced 31.94%
$0
$10.3 Billion 0.6% of portfolio
270,179
Q2 2025 Reduced 4.35%
Blackrock ETF Trust Ii
-
$10.2 Billion 0.59% of portfolio
-
Q2 2025 Reduced 11.32%
$0
$10.1 Billion 0.58% of portfolio
138,967
Q2 2025 Added 1.86%
$0
$9.96 Billion 0.58% of portfolio
104,656
Q2 2025 Reduced 12.49%
$0
$9.57 Billion 0.55% of portfolio
15,620
Q2 2025 Added 85.77%
$0
$9.31 Billion 0.54% of portfolio
217,634
Q2 2025 Reduced 4.36%
Global X Fds
-
$9.17 Billion 0.53% of portfolio
-
Q3 2025 New
Dimensional ETF Trust
-
$9.01 Billion 0.52% of portfolio
-
Q2 2025 Reduced 4.09%
$0
$8.65 Billion 0.5% of portfolio
205,424
Q2 2025 Reduced 5.6%
$0
$8.5 Billion 0.49% of portfolio
202,189
Q2 2025 Reduced 47.76%
Dimensional ETF Trust
-
$8.21 Billion 0.48% of portfolio
-
Q2 2025 Reduced 3.26%
$0
$8.32 Billion 0.48% of portfolio
216,375
Q2 2025 Reduced 6.01%
$0
$8.08 Billion 0.47% of portfolio
251,545
Q2 2025 Reduced 5.19%
$0
$7.01 Billion 0.41% of portfolio
21,369
Q2 2025 Added 66.56%
$0
$6.93 Billion 0.4% of portfolio
25,543
Q2 2025 Reduced 32.04%
$382B
$6.7 Billion 0.39% of portfolio
28,932
Q2 2025 Added 1.48%

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $1.72 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 161 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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