Prosperitas Financial LLC - Portfolio overview

Prosperitas Financial LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 4.59%
2. VTV - VANGUARD INDEX FDS, 4.52%
3. AAPL - APPLE INC, 4.36%

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

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