Prospect Financial Group LLC Portfolio Holdings

Prospect Financial Group LLC

  • $95.6 Billion
  • Q2 2025

Prospect Financial Group LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $95.6 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $7.73B, Dimensional ETF Trust with a value of $7.57B, Dimensional ETF Tr Emerging Mk with a value of $7.38B, Dimensional ETF Tr Dimensional with a value of $6.74B, and Vanguard Total International B with a value of $5.99B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $78.4B to 95.6B.

Prospect Financial Group LLC is based out at Arlington, VA

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

Portfolio value $95.6 Billion
ETFs: $70 Billion
Technology: $7.08 Billion
Financial Services: $2.73 Billion
Communication Services: $2.65 Billion
Healthcare: $1.65 Billion
Consumer Defensive: $912 Million
Consumer Cyclical: $786 Million
Energy: $624 Million
Other: $295 Million

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 64
  • Current Value $95.6 Billion
  • Prior Value $78.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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