Prosperity Consulting Group
Prosperity Consulting Group reported 629 stocks worth $2.6B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (12.3%), EFA (4.5%) and QQQ (3.5%). Compared with Q1 2026, the fund opened new positions in MMAX, IDEF and TENM, added to EFA, QQQ and AAPL, trimmed IVV, IWY and XLK and sold out of MLM, DT and EQNR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $324M | 12.3% | 432K | −9,699 (−2%) | 8 of 8 | |
| 2 |  EFA Ishares TR | $120M | 4.5% | 1.2M | +39K (+3%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $93M | 3.5% | 126K | +323 (+0%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $82.6M | 3.1% | 286K | +14K (+5%) | 8 of 8 | |
| 5 |  JEPI J P Morgan Exchange Traded F | $79.1M | 3.0% | 1.4M | +30K (+2%) | 8 of 8 | |
| 6 |  QQQM Invesco Nasdaq | $72.1M | 2.7% | 238K | +18K (+8%) | 8 of 8 | |
| 7 |  IWY Ishares TR | $71.6M | 2.7% | 247K | −46K (−16%) | 8 of 8 | |
| 8 |  MGV Vanguard Mega Cap Value | $63.2M | 2.4% | 386K | +13K (+4%) | 4 of 8 | |
| 9 |  XLK Select Sector Spdr TR | $48.2M | 1.8% | 253K | −8,320 (−3%) | 8 of 8 | |
| 10 |  EFV Ishares TR | $47.9M | 1.8% | 626K | +47K (+8%) | 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 |
|---|---|---|
THOMSON REUTERS CORP | $2.5M | 27K |
HONEYWELL INTL INC | $935K | 4,137 |
 MLM Martin Marietta Matls Inc | $483K | 821 |
 DT Dynatrace Inc | $302K | 8,160 |
 EQNR Equinor ASA | $246K | 5,830 |
🔒 Free account: see all 17.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $821K | 1,100 | 0 |
AAPL Apple Inc | Put | $521K | 1,800 | 0 |
 ARRY Array Technologies Inc | Call | $111K | 15K | +15,000 |
 ANET Arista Networks Inc | Call | $85K | 500 | +500 |
 UNH Unitedhealth Group Inc | Call | $83K | 200 | 0 |
🔒 Free account: see all 7.
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 | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prosperity Consulting Group 13F FAQ
What does Prosperity Consulting Group own?
Prosperity Consulting Group reported 629 stocks worth $2.6B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (12.3%), EFA (4.5%) and QQQ (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Prosperity Consulting Group buy and sell in Q2 2026?
Compared with Q1 2026: 127 new positions, 275 added to, 174 trimmed and 17 sold out. New positions include MMAX, IDEF and TENM. It sold all of MLM, DT and EQNR.
When will Prosperity Consulting Group 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 Prosperity Consulting Group's portfolio worth?
The Q2 2026 filing reports $2.6B 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.