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The Analysis of Prospera Capital Management, LLC's Holdings & P&L

Currently, Prospera Capital Management, LLC holds 45 types of securities in its portfolio with a total value $199.3M. In the most recent quarter, they have increased their positions in VTI (+4.2K shares, valued at $1.3M), BND (+14.8K shares, valued at $1.1M), VCIT (+7.4K shares, valued at $609.4K); decreased their positions in N/A (-600 shares, valued at $172.1K), VUG (-182 shares, valued at $79.5K); initiated new positions in N/A (+1.1K shares, valued at $335.8K), META (+424 shares, valued at $242.6K), JNJ (+912 shares, valued at $223.0K).

1M P&L

+6.8M+3.48%

3M P&L

-14.3M-6.63%

HY P&L

-9.4M-4.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A170.7M

93.9%

2Semiconductors3.9M

2.1%

3Consumer Electronics1.7M

0.9%

Top Industries by Stock Count

1N/A23 stocks

59.0%

2Oil & Gas Integrated2 stocks

5.1%

3Software - Infrastructure2 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS242.4K shares1.75%2026-03-312026-04-08

VXUS VANGUARD STAR FDS353.4K shares1.52%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS244.7K shares6.44%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS323.2K shares2.01%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS21.7K shares1.58%2026-03-312026-04-08

VXF VANGUARD INDEX FDS34.4K shares3.10%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F58.2K shares1.00%2026-03-312026-04-08

VUG VANGUARD INDEX FDS9.4K shares-1.89%2026-03-312026-04-08

Sponsored

VTV VANGUARD INDEX FDS18.2K shares5.40%2026-03-312026-04-08

NVDA NVIDIA CORPORATION19.3K shares0.18%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS51.9K shares0.38%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR4.9K shares0.00%2026-03-312026-04-08

AAPL APPLE INC6.8K shares1.82%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS23.3K shares0.00%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS12.5K shares143.76%2026-03-312026-04-08

VBR VANGUARD INDEX FDS4.4K shares0.00%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC3.2K shares-15.72%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS10.3K shares109.01%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR7.3K shares0.00%2026-03-312026-04-08

MSFT MICROSOFT CORP2.2K shares5.87%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.34%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR30.2K shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO2.5K shares0.41%2026-03-312026-04-08

VSDM VANGUARD MUN BD FDS9.3K shares0.00%2026-03-312026-04-08

Sponsored

BIV VANGUARD BD INDEX FDS9.1K shares0.67%2026-03-312026-04-08

AMZN AMAZON COM INC2.9K shares13.94%2026-03-312026-04-08

VO VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-08

CVX CHEVRON CORPORATION2.8K shares2.39%2026-03-312026-04-08

VB VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC3.4K shares1.53%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.9K shares11.46%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.00%2026-03-312026-04-08

Sponsored

WMT WALMART INC2.8K shares0.04%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.1K sharesnew addition2026-03-312026-04-08

NEE NEXTERA ENERGY INC3.4K shares0.59%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F5.6K shares4.65%2026-03-312026-04-08

VOE VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS3.5K shares0.43%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR3.0K shares0.00%2026-03-312026-04-08

MA MASTERCARD INCORPORATED515 shares0.00%2026-03-312026-04-08

Sponsored

META META PLATFORMS INC424 sharesnew addition2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL467 shares4.01%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON912 sharesnew addition2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP2.4K shares0.26%2026-03-312026-04-08

ASML ASML HLDG NV163 sharesnew addition2026-03-312026-04-08

VTI

VANGUARD INDEX FDS

1.75%

Shares242.4K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

1.52%

Shares353.4K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

6.44%

Shares244.7K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

2.01%

Shares323.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.58%

Shares21.7K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

3.10%

Shares34.4K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

1.00%

Shares58.2K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-1.89%

Shares9.4K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

5.40%

Shares18.2K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.18%

Shares19.3K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.38%

Shares51.9K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

1.82%

Shares6.8K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

143.76%

Shares12.5K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-15.72%

Shares3.2K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

109.01%

Shares10.3K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

5.87%

Shares2.2K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

0.34%

Shares3.6K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares30.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.41%

Shares2.5K

Event2026-03-31

Filed2026-04-08

VSDM

VANGUARD MUN BD FDS

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

0.67%

Shares9.1K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

13.94%

Shares2.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

2.39%

Shares2.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

1.53%

Shares3.4K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

11.46%

Shares2.9K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

0.59%

Shares3.4K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

4.65%

Shares5.6K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

0.43%

Shares3.5K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

0.00%

Shares515

Event2026-03-31

Filed2026-04-08