Filed: 4/24/2026ACC: 0002042930-26-000002
📋 What this filing means
PROSPERITY ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $120.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$120.33M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
VAN FTSE DEV MKT$32.76M27.2%
TOTAL STK MKT$16.89M14.0%
VALUE ETF$16.18M13.4%
GROWTH ETF$13.97M11.6%
SMALL CP ETF$8.35M6.9%
COM$8.18M6.8%
FTSE EMR MKT ETF$7.36M6.1%
Portfolio Concentration
Top 3$65.82M54.7%
4–10$39.32M32.7%
11–25$11.38M9.5%
Rest$3.81M3.2%
Top 3 weight
54.7%
Top 10 weight
87.4%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings39
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares511.19K
TypeSH
Market value$32.76M
27.22%
Sole
0.00
Shared
0.00
None
511.19K
VANGUARD INDEX FDS
SOLEShares52.64K
TypeSH
Market value$16.89M
14.03%
Sole
0.00
Shared
0.00
None
52.64K
VANGUARD INDEX FDS
SOLEShares82.45K
TypeSH
Market value$16.18M
13.44%
Sole
0.00
Shared
0.00
None
82.45K
VANGUARD INDEX FDS
SOLEShares31.98K
TypeSH
Market value$13.97M
11.61%
Sole
0.00
Shared
0.00
None
31.98K
VANGUARD INDEX FDS
SOLEShares31.87K
TypeSH
Market value$8.35M
6.94%
Sole
0.00
Shared
0.00
None
31.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares136.23K
TypeSH
Market value$7.36M
6.12%
Sole
0.00
Shared
0.00
None
136.23K
VANGUARD INDEX FDS
SOLEShares5.22K
TypeSH
Market value$3.12M
2.59%
Sole
0.00
Shared
0.00
None
5.22K
SPDR SERIES TRUST
SOLEShares80.66K
TypeSH
Market value$2.31M
1.92%
Sole
0.00
Shared
0.00
None
80.66K
VANGUARD SCOTTSDALE FDS
SOLEShares26.58K
TypeSH
Market value$2.20M
1.83%
Sole
0.00
Shared
0.00
None
26.58K
VANGUARD SCOTTSDALE FDS
SOLEShares25.31K
TypeSH
Market value$2.01M
1.67%
Sole
0.00
Shared
0.00
None
25.31K
ISHARES TR
SOLEShares14.90K
TypeSH
Market value$1.65M
1.37%
Sole
0.00
Shared
0.00
None
14.90K
NVIDIA CORPORATION
SOLEShares6.84K
TypeSH
Market value$1.19M
0.99%
Sole
0.00
Shared
0.00
None
6.84K
AUTOMATIC DATA PROCESSING IN
SOLEShares5.18K
TypeSH
Market value$1.06M
0.88%
Sole
0.00
Shared
0.00
None
5.18K
VANGUARD MALVERN FDS
SOLEShares20.48K
TypeSH
Market value$1.02M
0.85%
Sole
0.00
Shared
0.00
None
20.48K
APPLE INC
SOLEShares4.02K
TypeSH
Market value$1.02M
0.85%
Sole
0.00
Shared
0.00
None
4.02K
TESLA INC
SOLEShares2.48K
TypeSH
Market value$922.3K
0.77%
Sole
0.00
Shared
0.00
None
2.48K
AMAZON COM INC
SOLEShares3.73K
TypeSH
Market value$777.1K
0.65%
Sole
0.00
Shared
0.00
None
3.73K
ALPHABET INC
SOLEShares2.12K
TypeSH
Market value$608.2K
0.51%
Sole
0.00
Shared
0.00
None
2.12K
MICROSOFT CORP
SOLEShares1.47K
TypeSH
Market value$543.6K
0.45%
Sole
0.00
Shared
0.00
None
1.47K
SPDR GOLD TR
SOLEShares1.16K
TypeSH
Market value$499.6K
0.42%
Sole
0.00
Shared
0.00
None
1.16K
VANGUARD SPECIALIZED FUNDS
SOLEShares2.23K
TypeSH
Market value$480.2K
0.40%
Sole
0.00
Shared
0.00
None
2.23K
CONSOLIDATED EDISON INC
SOLEShares3.97K
TypeSH
Market value$449.1K
0.37%
Sole
0.00
Shared
0.00
None
3.97K
DIMENSIONAL ETF TRUST
SOLEShares10.80K
TypeSH
Market value$420.8K
0.35%
Sole
0.00
Shared
0.00
None
10.80K
VANGUARD INDEX FDS
SOLEShares1.33K
TypeSH
Market value$383.4K
0.32%
Sole
0.00
Shared
0.00
None
1.33K
PUBLIC SVC ENTERPRISE GROUP
SOLEShares4.33K
TypeSH
Market value$350.1K
0.29%
Sole
0.00
Shared
0.00
None
4.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 511.19K | SH | $32.76M 27.22% | 0.00 | 0.00 | 511.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.64K | SH | $16.89M 14.03% | 0.00 | 0.00 | 52.64K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 82.45K | SH | $16.18M 13.44% | 0.00 | 0.00 | 82.45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.98K | SH | $13.97M 11.61% | 0.00 | 0.00 | 31.98K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.87K | SH | $8.35M 6.94% | 0.00 | 0.00 | 31.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 136.23K | SH | $7.36M 6.12% | 0.00 | 0.00 | 136.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.22K | SH | $3.12M 2.59% | 0.00 | 0.00 | 5.22K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 80.66K | SH | $2.31M 1.92% | 0.00 | 0.00 | 80.66K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 26.58K | SH | $2.20M 1.83% | 0.00 | 0.00 | 26.58K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 25.31K | SH | $2.01M 1.67% | 0.00 | 0.00 | 25.31K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 14.90K | SH | $1.65M 1.37% | 0.00 | 0.00 | 14.90K |
NVIDIA CORPORATIONSOLE | COM | 6.84K | SH | $1.19M 0.99% | 0.00 | 0.00 | 6.84K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 5.18K | SH | $1.06M 0.88% | 0.00 | 0.00 | 5.18K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 20.48K | SH | $1.02M 0.85% | 0.00 | 0.00 | 20.48K |
APPLE INCSOLE | COM | 4.02K | SH | $1.02M 0.85% | 0.00 | 0.00 | 4.02K |
TESLA INCSOLE | COM | 2.48K | SH | $922.3K 0.77% | 0.00 | 0.00 | 2.48K |
AMAZON COM INCSOLE | COM | 3.73K | SH | $777.1K 0.65% | 0.00 | 0.00 | 3.73K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $608.2K 0.51% | 0.00 | 0.00 | 2.12K |
MICROSOFT CORPSOLE | COM | 1.47K | SH | $543.6K 0.45% | 0.00 | 0.00 | 1.47K |
SPDR GOLD TRSOLE | GOLD SHS | 1.16K | SH | $499.6K 0.42% | 0.00 | 0.00 | 1.16K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.23K | SH | $480.2K 0.40% | 0.00 | 0.00 | 2.23K |
CONSOLIDATED EDISON INCSOLE | COM | 3.97K | SH | $449.1K 0.37% | 0.00 | 0.00 | 3.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 10.80K | SH | $420.8K 0.35% | 0.00 | 0.00 | 10.80K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.33K | SH | $383.4K 0.32% | 0.00 | 0.00 | 1.33K |
PUBLIC SVC ENTERPRISE GROUPSOLE | COM | 4.33K | SH | $350.1K 0.29% | 0.00 | 0.00 | 4.33K |
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