Prospect Financial Group LLC - Portfolio overview

Prospect Financial Group LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFEM - DIMENSIONAL ETF TRUST, 10.00%
2. DCOR - DIMENSIONAL ETF TRUST, 7.49%
3. BND - VANGUARD BD INDEX FDS, 7.37%

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

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