Prosperity Advisers, LLC - Portfolio overview

Prosperity Advisers, LLC has 39 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 27.22%
2. VTI - VANGUARD INDEX FDS, 14.03%
3. VTV - VANGUARD INDEX FDS, 13.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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