Prospera Capital Management, LLC - Portfolio overview

Prospera Capital Management, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 38.41%
  2. VXUS - VANGUARD STAR FDS, 13.46%
  3. BND - VANGUARD BD INDEX FDS, 8.88%

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

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