C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q3 2026 13F filing
Updated 22 days ago417 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $275.4M | 3.07M | 13.57% | Added(+7.7%) |
| 2 | E BLACKROCK ETF TRUST | $95.2M | 2.62M | 4.69% | Added(+8.9%) |
| 3 | V VANGUARD INDEX FDS | $79.9M | 886.8K | 3.94% | Added(+1.8%) |
| 4 | E BLACKROCK ETF TRUST | $75.5M | 1.09M | 3.72% | Added(+4.4%) |
| 5 | V VANGUARD TAX-MANAGED FDS | $73.7M | 1.04M | 3.63% | Added(+3.2%) |
| 6 | S SPDR SERIES TRUST | $61.5M | 500.0K | 3.03% | Added(+19.0%) |
| 7 | V VANGUARD INDEX FDS | $61.4M | 284.3K | 3.03% | Added(+4.0%) |
| 8 | D DIMENSIONAL ETF TRUST | $49.1M | 1.33M | 2.42% | Trimmed(-2.7%) |
| 9 | E BLACKROCK ETF TRUST | $46M | 975.2K | 2.27% | Added(+3.8%) |
| 10 | E ISHARES TR | $45.7M | 200.0K | 2.25% | Added(+14.7%) |
| 11 | S SPDR INDEX SHS FDS | $44.3M | 882.1K | 2.18% | Added(+295.3%) |
| 12 | ? N/A DFA INVT DIMENSIONS GROUP IN | $40.7M | 492.1K | 2.00% | — |
| 13 | A APPLE INC | $36.9M | 110.7K | 1.82% | Added(+4.1%) |
| 14 | V VANGUARD CHARLOTTE FDS | $36.7M | 783.4K | 1.81% | Added(+31.6%) |
| 15 | ? N/A ISHARES TR | $27.5M | 542.3K | 1.35% | Added(+842.1%) |
| 16 | E ISHARES INC | $25.5M | 314.7K | 1.26% | Added(+5.6%) |
| 17 | V VANGUARD INTL EQUITY INDEX F | $24.6M | 415.5K | 1.21% | Added(+5.0%) |
| 18 | E ISHARES TR | $21.9M | 1000.0K | 1.08% | Added(+9.6%) |
| 19 | E BLACKROCK ETF TRUST | $20.9M | 474.9K | 1.03% | Added(+6.6%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $20.8M | 551.9K | 1.02% | Added(+6.6%) |
| 21 | G GLOBAL X FDS | $20.1M | 334.2K | 0.99% | Trimmed(-6.1%) |
| 22 | M MICROSOFT CORP | $17.9M | 34.9K | 0.88% | Added(+2.7%) |
| 23 | V VANGUARD BD INDEX FDS | $17.2M | 224.8K | 0.85% | Added(+5.1%) |
| 24 | E BLACKROCK ETF TRUST | $17M | 570.7K | 0.84% | Added(+7.0%) |
| 25 | V VANGUARD INDEX FDS | $16.6M | 23.7K | 0.82% | Added(+2.9%) |
| 26 | V VANGUARD INDEX FDS | $16.5M | 57.9K | 0.81% | Added(+11.9%) |
| 27 | Q INVESCO QQQ TR | $16.4M | 22.1K | 0.81% | Trimmed(-11.3%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $16M | 343.8K | 0.79% | Added(+1.7%) |
| 29 | N NVIDIA CORPORATION | $15.3M | 66.9K | 0.75% | Added(+4.7%) |
| 30 | S SPDR SERIES TRUST | $14.4M | 591.4K | 0.71% | Added(+355.2%) |
| 31 | E ISHARES TR | $12.5M | 136.1K | 0.62% | Added(+10.1%) |
| 32 | E ISHARES TR | $12.3M | 16.0K | 0.60% | Trimmed(-7.7%) |
| 33 | E INVESCO EXCH TRADED FD TR II | $12M | 39.3K | 0.59% | Trimmed(-2.9%) |
| 34 | E BLACKROCK ETF TRUST II | $11.1M | 217.8K | 0.55% | Added(+10.6%) |
| 35 | H DIMENSIONAL ETF TRUST | $10.3M | 256.1K | 0.51% | Added(+5.0%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 198.9K | 0.50% | Added(+5.5%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 255.7K | 0.50% | Added(+7.7%) |
| 38 | V VANGUARD BD INDEX FDS | $10.1M | 138.9K | 0.50% | Added(+8.2%) |
| 39 | K PROSHARES TR | $10.1M | 312.4K | 0.50% | — |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $9.9M | 19.8K | 0.49% | Added(+4.0%) |
| 41 | C CAPITAL GROUP DIVIDEND VALUE | $9.7M | 199.3K | 0.48% | Trimmed(-0.9%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $8.3M | 159.4K | 0.41% | Added(+7.5%) |
| 43 | V VANGUARD SCOTTSDALE FDS | $8.2M | 183.7K | 0.40% | Added(+5.3%) |
| 44 | I ISHARES GOLD TR | $7.9M | 100.8K | 0.39% | Trimmed(-33.1%) |
| 45 | ? N/A INNOVATOR ETFS TRUST | $7.8M | 189.6K | 0.39% | Added(+3.1%) |
| 46 | E BLACKROCK ETF TRUST II | $7.7M | 168.6K | 0.38% | Added(+14.8%) |
| 47 | V VANGUARD BD INDEX FDS | $7.6M | 121.1K | 0.37% | Added(+6.2%) |
| 48 | ? N/A INNOVATOR ETFS TRUST | $7.5M | 161.7K | 0.37% | Added(+7.8%) |
| 49 | A AMAZON COM INC | $7.5M | 30.0K | 0.37% | Added(+4.8%) |
| 50 | ? N/A INNOVATOR ETFS TRUST | $7.3M | 171.5K | 0.36% | Added(+8.1%) |