Institutional Fund
Prospera Capital Management, LLC
Gilbert, AZCIK 20826739 filings on record
Portfolio Value
$199.29M
Q1 2026
Holdings
45
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.6%
from $198.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds39.0%
- Vanguard Star Fds13.7%
- Vanguard Bd Index Fds9.0%
- Vanguard Charlotte Fds7.8%
- Vanguard Index Fds6.5%
- Vanguard Index Fds3.6%
- Other20.5%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 242.4K | $77.76M | 39.0% | +4.2K | Added |
| 2 | Vanguard Star Fds | 353.4K | $27.25M | 13.7% | +5.3K | Added |
| 3 | Vanguard Bd Index Fds | 244.7K | $17.98M | 9.0% | +14.8K | Added |
| 4 | Vanguard Charlotte Fds | 323.2K | $15.50M | 7.8% | +6.4K | Added |
| 5 | Vanguard Index Fds | 21.7K | $12.94M | 6.5% | +336 | Added |
| 6 | Vanguard Index Fds | 34.4K | $7.08M | 3.6% | +1.0K | Added |
| 7 | Vanguard Intl Equity Index F | 58.2K | $4.37M | 2.2% | +574 | Added |
| 8 | Vanguard Index Fds | 9.4K | $4.12M | 2.1% | −182 | Reduced |
| 9 | Vanguard Index Fds | 18.2K | $3.57M | 1.8% | +933 | Added |
| 10 | Nvidia Corporation | 19.3K | $3.37M | 1.7% | +35 | Added |
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