Prosperity Consulting Group, LLC - Portfolio overview

Prosperity Consulting Group, LLC has 563 reported holdings in this dataset, with the latest filing dated 2026-05-05.

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. IVV - ISHARES TR, 12.73%
2. EFA - ISHARES TR, 4.77%
3. JEPI - J P MORGAN EXCHANGE TRADED F, 3.43%

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

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