Institutional Fund
C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OHCIK 19657566 filings on record
Portfolio Value
$1.76B
Q1 2026
Holdings
403
Reported positions
New Buys
50
Opened this quarter
QoQ Change
+5.1%
from $1.67B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust10.2%
- Dimensional ETF Trust6.3%
- Blackrock ETF Trust4.1%
- Vanguard Tax-Managed Fds3.3%
- Blackrock ETF Trust3.3%
- Vanguard Index Fds3.1%
- Other69.5%
Portfolio Holdings
403 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.34M | $179.38M | 10.2% | +599.3K | Added |
| 2 | Dimensional ETF Trust | 2.86M | $111.09M | 6.3% | +32.3K | Added |
| 3 | Blackrock ETF Trust | 2.26M | $72.57M | 4.1% | +2.26M | New |
| 4 | Vanguard Tax-Managed Fds | 917.0K | $58.76M | 3.3% | +49.2K | Added |
| 5 | Blackrock ETF Trust | 1.01M | $58.75M | 3.3% | +37.3K | Added |
| 6 | Vanguard Index Fds | 124.7K | $54.48M | 3.1% | +12.6K | Added |
| 7 | Dimensional ETF Trust | 1.42M | $48.13M | 2.7% | −119.9K | Reduced |
| 8 | Vanguard Index Fds | 240.8K | $47.24M | 2.7% | +18.6K | Added |
| 9 | Dimensional ETF Trust | 478.1K | $34.46M | 2.0% | +15.3K | Added |
| 10 | Ishares Tr | 156.3K | $33.01M | 1.9% | −67.6K | Reduced |
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