Prospera Financial Services
Prospera Financial Services reported 1,466 stocks worth $6.9B in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are AAPL (3.5%), NVDA (3.4%) and MSFT (1.6%). Compared with Q1 2026, the fund opened new positions in HONA and HON, added to NVDA, MSFT and AMZN, trimmed AAPL, GOOGL and QQQ and sold out of RING, ALB and FER.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $244M | 3.5% | 844K | −15K (−2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $233M | 3.4% | 1.2M | +45K (+4%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $111M | 1.6% | 296K | +4,204 (+1%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $108M | 1.6% | 454K | +561 (+0%) | 8 of 8 | |
| 5 |  CAT Caterpillar Inc | $104M | 1.5% | 98K | +2,124 (+2%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $97.4M | 1.4% | 273K | −14K (−5%) | 8 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $97.2M | 1.4% | 132K | −7,964 (−6%) | 8 of 8 | |
| 8 |  RDVY First TR Exchange Traded FD | $89.6M | 1.3% | 1.1M | −66K (−6%) | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $85.2M | 1.2% | 241K | +4,679 (+2%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $78.3M | 1.1% | 207K | −11K (−5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $68.2M | 302K |
 RING Ishares Inc | $6.3M | 79K |
 ALB Albemarle Corp | $4.6M | 25K |
 FER Ferrovial SE | $4.5M | 69K |
 DD Dupont DE Nemours Inc | $3.9M | 86K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 15, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prospera Financial Services 13F FAQ
What does Prospera Financial Services own?
Prospera Financial Services reported 1,466 stocks worth $6.9B in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are AAPL (3.5%), NVDA (3.4%) and MSFT (1.6%). The table above lists every position in the filing (the top 10 without an account).
What did Prospera Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 138 new positions, 621 added to, 620 trimmed and 87 sold out. New positions include HONA and HON. It sold all of RING, ALB and FER.
When will Prospera Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Prospera Financial Services's portfolio worth?
The Q2 2026 filing reports $6.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.