Institutional Fund
Prosperity Consulting Group, LLC
Owings Mills, MDCIK 19103985 filings on record
Portfolio Value
$2.25B
Q1 2026
Holdings
519
Reported positions
New Buys
37
Opened this quarter
QoQ Change
+1.0%
from $2.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.9%
- Ishares Tr4.8%
- J P Morgan Exchange Traded F3.5%
- Invesco Qqq Tr3.2%
- Ishares Tr3.2%
- Apple Inc3.1%
- Other69.3%
Portfolio Holdings
519 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 442.2K | $288.83M | 12.9% | +10.4K | Added |
| 2 | Ishares Tr | 1.11M | $108.11M | 4.8% | +117.3K | Added |
| 3 | J P Morgan Exchange Traded F | 1.37M | $77.70M | 3.5% | +90.9K | Added |
| 4 | Invesco Qqq Tr | 126.0K | $72.74M | 3.2% | +714 | Added |
| 5 | Ishares Tr | 292.1K | $72.68M | 3.2% | +91.5K | Added |
| 6 | Apple Inc | 272.0K | $69.03M | 3.1% | +2.8K | Added |
| 7 | Vanguard World Fd | 373.1K | $54.08M | 2.4% | +3.6K | Added |
| 8 | Invesco Exch Traded Fd Tr II | 220.3K | $52.35M | 2.3% | +96.0K | Added |
| 9 | Ishares Tr | 265.1K | $50.84M | 2.3% | +1.4K | Added |
| 10 | Ishares Tr | 893.6K | $45.23M | 2.0% | +98.1K | Added |
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