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13F holdings · Q3 2026

Prosperity Advisers

Horsham, PA · files as Prosperity Advisers, LLC
Holdings as of Sep 30, 2026Filed Oct 28, 2026Next filing due Feb 15, 2027CIK 2042930

Prosperity Advisers reported 46 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VEA (26.3%), VTV (13.4%) and VTI (13.0%). Compared with Q2 2026, the fund opened new positions in AVUS, AVUV and AVIV, added to VEA, VTV and VUG, trimmed VTI, NVDA and AAPL and sold out of WDC.

Reported value$144M+4.2% vs last quarter
Stocks held464 new · 2 sold out
Top 5 weight72.4%very concentrated
Turnover6%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
VEA
Vanguard Tax-Managed Fds
$37.9M26.3%537K+19K (+4%)4 of 4
2
VTV
Vanguard Index Fds
$19.3M13.4%89K+4,462 (+5%)4 of 4
3
VTI
Vanguard Total Stock Market ETF
$18.7M13.0%50K−872 (−2%)4 of 4
4
VUG
Vanguard Index Fds
$18.6M12.9%207K+11K (+5%)4 of 4
5
VB
Vanguard Index Fds
$9.7M6.7%34K+1,412 (+4%)4 of 4
6
VWO
Vanguard Intl Equity Index F
$9M6.3%152K+10K (+7%)4 of 4
7
VOO
Vanguard S&P 500 ETF
$3.6M2.5%5,176No change4 of 4
8
SPTI
Spdr Series Trust
$2.4M1.7%90K+3,452 (+4%)4 of 4
9
VCIT
Vanguard Scottsdale Fds
$2.2M1.5%28K+761 (+3%)4 of 4
10
VCSH
Vanguard Scottsdale Fds
$2.2M1.5%28K+994 (+4%)4 of 4
🔒 36 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
WDC
Western Digital Corp
$243K380
DIMENSIONAL ETF TRUST
$211K5,433

Reported value

last 4 quarters
$121MQ4 '25
$120MQ1 '26
$138MQ2 '26
$144MQ3 '26

The 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 Q3 2026

straight from the SEC
FiledFormQuarter
Oct 28, 202613F-HRQ3 2026SEC filing ↗

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Prosperity Advisers 13F FAQ

What does Prosperity Advisers own?

Prosperity Advisers reported 46 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VEA (26.3%), VTV (13.4%) and VTI (13.0%). The table above lists every position in the filing (the top 10 without an account).

What did Prosperity Advisers buy and sell in Q3 2026?

Compared with Q2 2026: 4 new positions, 23 added to, 10 trimmed and 2 sold out. New positions include AVUS, AVUV and AVIV. It sold all of WDC.

When will Prosperity Advisers file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Prosperity Advisers's portfolio worth?

The Q3 2026 filing reports $144M 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.