C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q2 2026 13F filing
Updated 52 days ago424 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STT-PG SPDR SERIES TRUST | $250.5M | 2.85M | 12.37% | Added(+21.6%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $121.5M | 2.74M | 6.00% | Trimmed(-4.2%) |
| 3 | E ETHA BLACKROCK ETF TRUST | $87.9M | 2.40M | 4.34% | Added(+6.5%) |
| 4 | V VGES VANGUARD INDEX FDS | $75M | 870.8K | 3.70% | Added(+598.2%) |
| 5 | V VGES VANGUARD TAX-MANAGED FDS | $72M | 1.01M | 3.56% | Added(+10.3%) |
| 6 | E ETHA BLACKROCK ETF TRUST | $71M | 1.04M | 3.51% | Added(+3.4%) |
| 7 | V VGES VANGUARD INDEX FDS | $59.6M | 273.5K | 2.94% | Added(+13.6%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $50.2M | 1.36M | 2.48% | Trimmed(-3.8%) |
| 9 | S STT-PG SPDR SERIES TRUST | $50M | 420.0K | 2.47% | Added(+33.7%) |
| 10 | E ETHA BLACKROCK ETF TRUST | $49.5M | 939.2K | 2.44% | Trimmed(-0.7%) |
| 11 | E ETHA ISHARES TR | $39.6M | 174.4K | 1.96% | Added(+11.5%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $37.8M | 461.7K | 1.87% | Trimmed(-3.4%) |
| 13 | A AAPL APPLE INC | $30.8M | 106.3K | 1.52% | Added(+1.5%) |
| 14 | V VGES VANGUARD CHARLOTTE FDS | $28.8M | 595.1K | 1.42% | Added(+9.0%) |
| 15 | E ETHA ISHARES TR | $25.4M | 74.2K | 1.26% | Trimmed(-28.5%) |
| 16 | E ETHA ISHARES INC | $24.7M | 297.9K | 1.22% | Trimmed(-29.8%) |
| 17 | V VGES VANGUARD INTL EQUITY INDEX F | $23.6M | 395.6K | 1.17% | Added(+12.5%) |
| 18 | G GOOGN GLOBAL X FDS | $21.3M | 355.9K | 1.05% | Added(+32.8%) |
| 19 | E ETHA ISHARES TR | $20.8M | 912.2K | 1.03% | Added(+12.8%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $19.3M | 517.5K | 0.95% | Added(+4.6%) |
| 21 | E ETHA BLACKROCK ETF TRUST | $19.2M | 445.4K | 0.95% | Trimmed(-29.3%) |
| 22 | Q QQQ INVESCO QQQ TR | $18.4M | 24.9K | 0.91% | Trimmed(-7.6%) |
| 23 | E ETHA ISHARES TR | $18.3M | 193.2K | 0.90% | Added(+10.3%) |
| 24 | V VGES VANGUARD BD INDEX FDS | $16.7M | 213.9K | 0.82% | Added(+15.6%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $16.1M | 338.1K | 0.80% | Added(+13.9%) |
| 26 | V VGES VANGUARD INDEX FDS | $15.8M | 23.0K | 0.78% | Trimmed(-25.4%) |
| 27 | V VGES VANGUARD INDEX FDS | $15.7M | 51.8K | 0.77% | Added(+8.1%) |
| 28 | E ETHA BLACKROCK ETF TRUST | $15M | 533.6K | 0.74% | — |
| 29 | E ETHA ISHARES TR | $13M | 17.3K | 0.64% | Trimmed(-5.5%) |
| 30 | N NVDA NVIDIA CORPORATION | $12.8M | 63.8K | 0.63% | Added(+8.4%) |
| 31 | M MSFT MICROSOFT CORP | $12.7M | 34.0K | 0.63% | Trimmed(-5.7%) |
| 32 | E ETHA ISHARES TR | $12.4M | 123.7K | 0.61% | Added(+8.2%) |
| 33 | E ETHA INVESCO EXCH TRADED FD TR II | $12.3M | 40.5K | 0.61% | Added(+34.6%) |
| 34 | I IAU ISHARES GOLD TR | $11.4M | 150.6K | 0.56% | Added(+59.1%) |
| 35 | S STT-PG SPDR INDEX SHS FDS | $11.2M | 223.1K | 0.56% | Trimmed(-2.1%) |
| 36 | E ETHA BLACKROCK ETF TRUST II | $10.3M | 197.0K | 0.51% | Trimmed(-18.7%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $10.3M | 243.9K | 0.51% | Added(+11.1%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $10.1M | 188.6K | 0.50% | Added(+9.5%) |
| 39 | C COF-PN CAPITAL GROUP DIVIDEND VALUE | $9.9M | 201.1K | 0.49% | Trimmed(-2.1%) |
| 40 | V VGES VANGUARD BD INDEX FDS | $9.9M | 128.5K | 0.49% | Added(+30.3%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $9.6M | 237.4K | 0.48% | Added(+6.1%) |
| 42 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $9.5M | 19.1K | 0.47% | Trimmed(-1.9%) |
| 43 | I IVZ INVESCO EXCHANGE TRADED FD T | $8.5M | 39.9K | 0.42% | Added(+1216.5%) |
| 44 | V VGES VANGUARD SCOTTSDALE FDS | $8.2M | 174.5K | 0.40% | Added(+15.7%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $8.1M | 148.3K | 0.40% | Added(+5.2%) |
| 46 | E ETHA ISHARES TR | $7.9M | 83.7K | 0.39% | Added(+323.6%) |
| 47 | V VGES VANGUARD BD INDEX FDS | $7.9M | 114.0K | 0.39% | Added(+16.2%) |
| 48 | F FPF FIRST TR EXCHANGE TRADED FD | $7.6M | 57.0K | 0.38% | Trimmed(-7.9%) |
| 49 | ? N/A INNOVATOR ETFS TRUST | $7.5M | 184.0K | 0.37% | Added(+4.9%) |
| 50 | E ETHA BLACKROCK ETF TRUST II | $7.3M | 146.9K | 0.36% | Added(+19.5%) |