C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors - Portfolio overview

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has 495 reported holdings in this dataset, with the latest filing dated 2026-04-09.

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. SPYM - SPDR SERIES TRUST, 9.10%
2. SPLG - SPDR SERIES TRUST, 5.64%
3. DFAC - DIMENSIONAL ETF TRUST, 5.64%

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

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