Q3 2026 13F · SEC CIK 1965756

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 417
Top holdings a year, 3 yrs: +19.2%
Average holding period: 3.3 yrs

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors is a wealth manager that reported 417 positions worth $2.0B in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Spdr Series Trust (SPLG, 13.6%), Blackrock ETF Trust (CORO, 4.7%), Vanguard Index Fds (VUG, 3.9%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holdings largest 50 of 417 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	13.6%	12.4%	3,068,711	+7.7%	$275.4M
COROBlackrock ETF Trust	4.7%	4.3%	2,617,636	+9.0%	$95.2M
VUGVanguard Index Fds	3.9%	3.7%	886,790	+1.8%	$79.9M
DYNFBlackrock ETF Trust	3.7%	3.5%	1,089,532	+4.4%	$75.5M
VEAVanguard Ftse Developed Markets Index Fu	3.6%	3.6%	1,043,160	+3.2%	$73.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	3.0%	2.5%	499,952	+19.0%	$61.5M
VTVVanguard Index Fds	3.0%	2.9%	284,326	+4.0%	$61.4M
DFAXDimensional ETF Trust	2.4%	2.5%	1,325,009	-2.7%	$49.1M
BAIBlackrock ETF Trust	2.3%	2.4%	975,182	+3.8%	$46.0M
IVEIshares Tr	2.3%	2.0%	200,049	+14.7%	$45.7M
SPDWSpdr Index Shs Fds	2.2%	0.6%	882,068	+295.3%	$44.3M
DCORDfa Invt Dimensions Group in	2.0%	—	492,068	—	$40.7M
AAPLApple Inc	1.8%	1.5%	110,712	+4.1%	$36.9M
BNDXVanguard Charlotte Fds	1.8%	1.4%	783,389	+31.6%	$36.7M
TFLOIshares Tr	1.4%	—	542,283	—	$27.5M
IEMGIshares Inc	1.3%	1.2%	314,749	+5.6%	$25.5M
VWOVanguard Intl Equity Index F	1.2%	1.2%	415,468	+5.0%	$24.6M
GOVTIshares Tr	1.1%	1.0%	999,962	+9.6%	$21.9M
BTHMBlackrock ETF Trust	1.0%	0.9%	474,938	+6.6%	$20.9M
DFICDimensional ETF Trust	1.0%	1.0%	551,909	+6.6%	$20.8M
SHLDGlobal X Defense Tech ETF	1.0%	1.0%	334,229	-6.1%	$20.1M
MSFTMicrosoft Corp	0.9%	0.6%	34,905	+2.7%	$17.9M
BSVVanguard Bd Index Fds	0.8%	0.8%	224,834	+5.1%	$17.2M
IALTBlackrock ETF Trust	0.8%	0.7%	570,711	+7.0%	$17.0M
VOOVanguard Index Fds	0.8%	0.8%	23,705	+2.9%	$16.6M
VBVanguard Index Fds	0.8%	0.8%	57,939	+11.9%	$16.5M
QQQInvesco Qqq Tr	0.8%	0.9%	22,110	-11.3%	$16.4M
DFSDDimensional Short-Duration Fixed Income	0.8%	0.8%	343,786	+1.7%	$16.0M
NVDANvidia Corporation	0.8%	0.6%	66,862	+4.7%	$15.3M
SPABSpdr Series Trust	0.7%	—	591,444	—	$14.4M
TLHIshares Tr	0.6%	0.6%	136,082	+10.1%	$12.5M
IVVIshares Tr	0.6%	0.6%	16,011	-7.7%	$12.3M
QQQMInvesco Exch Traded Fd Tr II	0.6%	0.6%	39,289	-2.9%	$12.0M
BINCBlackrock ETF Trust II	0.5%	0.5%	217,799	+10.6%	$11.1M
DFCFDimensional ETF Trust	0.5%	0.5%	256,055	+5.0%	$10.3M
DFGXDimensional Global ex US Core Fixed Inco	0.5%	0.5%	198,896	+5.5%	$10.2M
DFEMDimensional ETF Trust	0.5%	0.5%	255,739	+7.7%	$10.2M
BIVVanguard Bd Index Fds	0.5%	0.5%	138,942	+8.2%	$10.1M
SHProshares Tr	0.5%	—	312,436	—	$10.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	19,832	+4.0%	$9.9M
CGDVCapital Group Dividend Value	0.5%	0.5%	199,250	-0.9%	$9.7M
DGCBDimensional ETF Trust	0.4%	0.4%	159,445	+7.5%	$8.3M
VMBSVanguard Scottsdale Fds	0.4%	0.4%	183,732	+5.3%	$8.2M
IAUIshares Gold Tr	0.4%	0.6%	100,792	-33.1%	$7.9M
UJULInnovator Etfs Trust	0.4%	0.4%	189,645	+3.1%	$7.8M
HIMUBlackrock ETF Trust II	0.4%	0.4%	168,642	+14.8%	$7.7M
BLVVanguard Bd Index Fds	0.4%	0.4%	121,083	+6.2%	$7.6M
UJANInnovator Etfs Trust	0.4%	—	161,734	—	$7.5M
AMZNAmazon Com Inc	0.4%	—	29,959	—	$7.5M
UOCTInnovator Etfs Trust	0.4%	—	171,501	—	$7.3M

What C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.3% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.0B	417
Q2 2026	$2.0B	424
Q1 2026	$1.8B	403
Q4 2025	$1.7B	377
Q3 2025	$1.7B	412
Q2 2025	$1.5B	381
Q1 2025	$1.3B	349
Q4 2024	$1.2B	337
Q3 2024	$1.2B	336
Q2 2024	$904.7M	309
Q1 2024	$845.1M	323
Q4 2023	$921.8M	259

Questions about C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's portfolio

What stocks does C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors own?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 417 positions worth $2.0B. The largest are Spdr Series Trust (SPLG) at 13.6%, Blackrock ETF Trust (CORO) at 4.7%, Vanguard Index Fds (VUG) at 3.9%, Blackrock ETF Trust (DYNF) at 3.7% and Vanguard Ftse Developed Markets Index Fu (VEA) at 3.6%.

What did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors buy last quarter?

In Q3 2026, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added Spdr Index Shs Fds (SPDW) (+295.3% shares), Vanguard Charlotte Fds (BNDX) (+31.6% shares) and State Street Spdr Portfolio S&p 500 Grow (SPYG) (+19.0% shares), compared with its Q2 2026 filing.

What did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors sell last quarter?

In Q3 2026, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Dimensional US Core Equity 1 ETF (DCOR), cut from its top 50 Ishares Tr (MTUM), cut from its top 50 Ishares Tr (MBB), cut from its top 50 Invesco Exchange Traded Fd T (RSP), Ishares Gold Tr (IAU) (-33.1% shares), Invesco Qqq Tr (QQQ) (-11.3% shares) and Ishares Tr (IVV) (-7.7% shares), compared with its Q2 2026 filing.

How has C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's portfolio performed?

A portfolio copying C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.3% against +20.1%.

When is C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.