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

Currently, Prospera Capital Management, LLC holds 63 types of securities in its portfolio with a total value $319.8M. In the most recent quarter, they have increased their positions in N/A (+69.1K shares, valued at $25.7M), VXUS (+200.2K shares, valued at $17.2M), VOO (+16.4K shares, valued at $11.3M); initiated new positions in ESGV (+21.3K shares, valued at $2.8M), VSGX (+32.1K shares, valued at $2.6M), IJR (+3.9K shares, valued at $569.1K).

1M P&L

-2.9M-1.44%

3M P&L

-1.2M-0.62%

HY P&L

+4.8M+2.49%

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/A188.7M

93.9%

2Semiconductors4.9M

2.4%

3Consumer Electronics2.2M

1.1%

Top Industries by Stock Count

1N/A40 stocks

71.4%

2Semiconductors4 stocks

7.1%

3Internet Content & Information2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS311.5K shares28.49%2026-06-302026-07-27

VXUS VANGUARD STAR FDS553.6K shares56.65%2026-06-302026-07-27

VOO VANGUARD INDEX FDS38.0K shares75.64%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS308.0K shares25.90%2026-06-302026-07-27

BNDX VANGUARD CHARLOTTE FDS456.9K shares41.40%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F183.3K shares214.94%2026-06-302026-07-27

VXF VANGUARD INDEX FDS49.2K shares42.99%2026-06-302026-07-27

VUG VANGUARD INDEX FDS73.8K shares683.36%2026-06-302026-07-27

Sponsored

VTV VANGUARD INDEX FDS23.7K shares30.49%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS68.9K shares32.92%2026-06-302026-07-27

NVDA NVIDIA CORPORATION19.4K shares0.51%2026-06-302026-07-27

QQQ INVESCO QQQ TR4.9K shares0.00%2026-06-302026-07-27

ESGV VANGUARD WORLD FD21.3K sharesnew addition2026-06-302026-07-27

VSGX VANGUARD WORLD FD32.1K sharesnew addition2026-06-302026-07-27

AAPL APPLE INC7.0K shares2.94%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS25.8K shares106.30%2026-06-302026-07-27

Sponsored

VCSH VANGUARD SCOTTSDALE FDS21.8K shares111.35%2026-06-302026-07-27

GOOG ALPHABET INC3.4K shares4.98%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR43.6K shares44.18%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS23.3K shares0.00%2026-06-302026-07-27

VBR VANGUARD INDEX FDS4.5K shares0.75%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR7.8K shares7.12%2026-06-302026-07-27

AMZN AMAZON COM INC3.5K shares19.95%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.00%2026-06-302026-07-27

Sponsored

VB VANGUARD INDEX FDS2.8K shares37.10%2026-06-302026-07-27

MSFT MICROSOFT CORP2.2K shares0.05%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.5K shares0.00%2026-06-302026-07-27

BIV VANGUARD BD INDEX FDS10.2K shares11.78%2026-06-302026-07-27

VSDM VANGUARD MUN BD FDS9.3K shares0.00%2026-06-302026-07-27

VO VANGUARD INDEX FDS8.4K shares300.10%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.00%2026-06-302026-07-27

IJR ISHARES TR3.9K sharesnew addition2026-06-302026-07-27

Sponsored

CVX CHEVRON CORPORATION3.0K shares6.85%2026-06-302026-07-27

BROADCOM INC BROADCOM INC1.3K shares23.04%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.4K shares0.00%2026-06-302026-07-27

VONE VANGUARD SCOTTSDALE FDS1.1K sharesnew addition2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST4.3K sharesnew addition2026-06-302026-07-27

ISHARES TR ISHARES TR453 sharesnew addition2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS4.4K shares25.45%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.18%2026-06-302026-07-27

Sponsored

GRANITE CONSTR INC GRANITE CONSTR INC2.2K sharesnew addition2026-06-302026-07-27

VCLT VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2026-06-302026-07-27

VOE VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL641 shares37.26%2026-06-302026-07-27

WMT WALMART INC2.8K shares0.00%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC3.5K shares0.67%2026-06-302026-07-27

MGC VANGUARD WORLD FD1.1K sharesnew addition2026-06-302026-07-27

ASML ASML HLDG NV163 shares0.00%2026-06-302026-07-27

Sponsored

SCZ ISHARES TR3.0K sharesnew addition2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR6.9K sharesnew addition2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR7.4K sharesnew addition2026-06-302026-07-27

JNJ JOHNSON & JOHNSON917 shares0.55%2026-06-302026-07-27

SCHW SCHWAB CHARLES CORP2.4K shares0.34%2026-06-302026-07-27

IAU ISHARES GOLD TR3.0K shares0.00%2026-06-302026-07-27

GOOGL ALPHABET INC620 sharesnew addition2026-06-302026-07-27

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-27

Sponsored

AFL AFLAC INC1.8K sharesnew addition2026-06-302026-07-27

VNQ VANGUARD INDEX FDS2.2K sharesnew addition2026-06-302026-07-27

IWM ISHARES TR724 sharesnew addition2026-06-302026-07-27

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR7.3K sharesnew addition2026-06-302026-07-27

MGV VANGUARD WORLD FD1.3K sharesnew addition2026-06-302026-07-27

VCEB VANGUARD WORLD FD3.3K sharesnew addition2026-06-302026-07-27

VANGUARD INDEX FDS

28.49%

Shares311.5K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

56.65%

Shares553.6K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

75.64%

Shares38.0K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

25.90%

Shares308.0K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS

41.40%

Shares456.9K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

214.94%

Shares183.3K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

42.99%

Shares49.2K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

683.36%

Shares73.8K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

30.49%

Shares23.7K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

32.92%

Shares68.9K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

0.51%

Shares19.4K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-27

ESGV

VANGUARD WORLD FD

New

Shares21.3K

Event2026-06-30

Filed2026-07-27

VSGX

VANGUARD WORLD FD

New

Shares32.1K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

2.94%

Shares7.0K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

106.30%

Shares25.8K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

111.35%

Shares21.8K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

4.98%

Shares3.4K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

44.18%

Shares43.6K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

0.75%

Shares4.5K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

7.12%

Shares7.8K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

19.95%

Shares3.5K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

37.10%

Shares2.8K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

11.78%

Shares10.2K

Event2026-06-30

Filed2026-07-27

VSDM

VANGUARD MUN BD FDS

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

300.10%

Shares8.4K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

New

Shares3.9K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

6.85%

Shares3.0K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

23.04%

Shares1.3K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

VONE

VANGUARD SCOTTSDALE FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

New

Shares453

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

25.45%

Shares4.4K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

0.18%

Shares5.6K

Event2026-06-30

Filed2026-07-27

GRANITE CONSTR INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares4.4K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

37.26%

Shares641

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

0.67%

Shares3.5K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

0.00%

Shares163

Event2026-06-30

Filed2026-07-27

SCZ

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.55%

Shares917

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

0.34%

Shares2.4K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

New

Shares620

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

AFL

AFLAC INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

New

Shares724

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

New

Shares7.3K

Event2026-06-30

Filed2026-07-27

MGV

VANGUARD WORLD FD

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

VCEB

VANGUARD WORLD FD

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available