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The Analysis of Prosperity Advisers, LLC's Holdings & P&L

Currently, Prosperity Advisers, LLC holds 44 types of securities in its portfolio with a total value $138.1M. In the most recent quarter, they have increased their positions in VUG (+164.3K shares, valued at $14.2M), VTV (+2.4K shares, valued at $523.9K), VEA (+6.9K shares, valued at $494.6K); decreased their positions in N/A (-1.8K shares, valued at $665.0K), MU (-96 shares, valued at $110.8K), ADP (-377 shares, valued at $85.1K); initiated new positions in DFIC (+10.9K shares, valued at $406.1K), TSM (+524 shares, valued at $250.7K), WDC (+380 shares, valued at $242.7K).

1M P&L

-1.3M-1.12%

3M P&L

+1.4M+1.18%

HY P&L

-79.6M-40.42%

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/A107.8M

91.2%

2Semiconductors2.3M

1.9%

3Consumer Electronics1.2M

1.0%

Top Industries by Stock Count

1N/A22 stocks

56.4%

2Semiconductors3 stocks

7.7%

3Internet Content & Information2 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS518.1K shares1.36%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS50.8K shares-3.41%2026-06-302026-07-29

VTV VANGUARD INDEX FDS84.9K shares2.92%2026-06-302026-07-29

VUG VANGUARD INDEX FDS196.3K shares513.78%2026-06-302026-07-29

VB VANGUARD INDEX FDS32.6K shares2.16%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F141.6K shares3.97%2026-06-302026-07-29

VOO VANGUARD INDEX FDS5.2K shares-0.80%2026-06-302026-07-29

SPTI SPDR SERIES TRUST86.2K shares6.90%2026-06-302026-07-29

Sponsored

VCIT VANGUARD SCOTTSDALE FDS27.1K shares2.07%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS27.3K shares7.76%2026-06-302026-07-29

SHV ISHARES TR14.9K shares-0.07%2026-06-302026-07-29

NVDA NVIDIA CORPORATION7.0K shares3.12%2026-06-302026-07-29

AAPL APPLE INC4.1K shares2.76%2026-06-302026-07-29

VTIP VANGUARD MALVERN FDS22.5K shares9.87%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN4.8K shares-7.27%2026-06-302026-07-29

TSLA TESLA INC2.3K shares-5.52%2026-06-302026-07-29

Sponsored

AMZN AMAZON COM INC3.6K shares-2.44%2026-06-302026-07-29

GOOG ALPHABET INC2.2K shares3.40%2026-06-302026-07-29

MSFT MICROSOFT CORP1.6K shares9.60%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC514 shares-15.74%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS2.2K shares-0.31%2026-06-302026-07-29

DFLV DIMENSIONAL ETF TRUST12.7K shares41.15%2026-06-302026-07-29

ED CONSOLIDATED EDISON INC4.0K shares1.74%2026-06-302026-07-29

DFAI DIMENSIONAL ETF TRUST10.3K shares-4.38%2026-06-302026-07-29

Sponsored

DFIC DIMENSIONAL ETF TRUST10.9K sharesnew addition2026-06-302026-07-29

VGT VANGUARD WORLD FD3.3K shares663.17%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC683 shares26.01%2026-06-302026-07-29

VO VANGUARD INDEX FDS4.8K shares256.55%2026-06-302026-07-29

GLD SPDR GOLD TR1.0K shares-12.32%2026-06-302026-07-29

HD HOME DEPOT INC1.0K shares5.93%2026-06-302026-07-29

PEG PUBLIC SVC ENTERPRISE GROUP4.3K shares0.44%2026-06-302026-07-29

GOOGL ALPHABET INC986 shares2.07%2026-06-302026-07-29

Sponsored

QQQ INVESCO QQQ TR450 shares-10.00%2026-06-302026-07-29

WSFS WSFS FINL CORP4.1K shares0.00%2026-06-302026-07-29

BA BOEING CO1.4K shares2.48%2026-06-302026-07-29

ISHARES TR ISHARES TR363 shares0.00%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC524 sharesnew addition2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO747 shares-2.99%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP380 sharesnew addition2026-06-302026-07-29

BR BROADRIDGE FINL SOLUTIONS IN1.7K shares0.00%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T295 sharesnew addition2026-06-302026-07-29

DFAE DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-06-302026-07-29

DFSV DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-06-302026-07-29

DFUS DIMENSIONAL ETF TRUST2.5K shares-17.62%2026-06-302026-07-29

VEA

VANGUARD TAX-MANAGED FDS

1.36%

Shares518.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-3.41%

Shares50.8K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

2.92%

Shares84.9K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

513.78%

Shares196.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

2.16%

Shares32.6K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

3.97%

Shares141.6K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-0.80%

Shares5.2K

Event2026-06-30

Filed2026-07-29

SPTI

SPDR SERIES TRUST

6.90%

Shares86.2K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

2.07%

Shares27.1K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

7.76%

Shares27.3K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

-0.07%

Shares14.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

3.12%

Shares7.0K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

2.76%

Shares4.1K

Event2026-06-30

Filed2026-07-29

VTIP

VANGUARD MALVERN FDS

9.87%

Shares22.5K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

-7.27%

Shares4.8K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-5.52%

Shares2.3K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-2.44%

Shares3.6K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

3.40%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

9.60%

Shares1.6K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

-15.74%

Shares514

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.31%

Shares2.2K

Event2026-06-30

Filed2026-07-29

DFLV

DIMENSIONAL ETF TRUST

41.15%

Shares12.7K

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

1.74%

Shares4.0K

Event2026-06-30

Filed2026-07-29

DFAI

DIMENSIONAL ETF TRUST

-4.38%

Shares10.3K

Event2026-06-30

Filed2026-07-29

DFIC

DIMENSIONAL ETF TRUST

New

Shares10.9K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

663.17%

Shares3.3K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

26.01%

Shares683

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

256.55%

Shares4.8K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-12.32%

Shares1.0K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

5.93%

Shares1.0K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE GROUP

0.44%

Shares4.3K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

2.07%

Shares986

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-10.00%

Shares450

Event2026-06-30

Filed2026-07-29

WSFS

WSFS FINL CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

BOEING CO

2.48%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.00%

Shares363

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares524

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-2.99%

Shares747

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares380

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

New

Shares295

Event2026-06-30

Filed2026-07-29

DFAE

DIMENSIONAL ETF TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-29

DFSV

DIMENSIONAL ETF TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

-17.62%

Shares2.5K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available