Q3 2026 13F · SEC CIK 2042930

Prosperity Advisers, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $143.9M
Reported positions: 46
Holdings vs S&P 500, 3 yrs: —
Assets under management: $375.8M

Prosperity Advisers, LLC is a wealth manager that reported 46 positions worth $143.9M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 26.3%), Vanguard Index Fds (VTV, 13.4%), Vanguard Index Fds (VTI, 13.0%).

Prosperity Advisers, LLC holdings all 46 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.

Prosperity Advisers, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	26.3%	26.7%	536,893	+3.6%	$37.9M
VTVVanguard Index Fds	13.4%	13.4%	89,314	+5.3%	$19.3M
VTIVanguard Index Fds	13.0%	13.6%	49,969	-1.7%	$18.7M
VUGVanguard Index Fds	12.9%	12.2%	206,828	+5.4%	$18.6M
VBVanguard Index Fds	6.7%	7.1%	33,972	+4.3%	$9.7M
VWOVanguard Intl Equity Index F	6.3%	6.1%	151,889	+7.2%	$9.0M
VOOVanguard Index Fds	2.5%	2.6%	5,176	-0.0%	$3.6M
SPTISpdr Series Trust	1.7%	1.8%	89,678	+4.0%	$2.4M
VCITVanguard Scottsdale Fds	1.5%	1.6%	27,893	+2.8%	$2.2M
VCSHVanguard Scottsdale Fds	1.5%	1.6%	28,273	+3.6%	$2.2M
NVDANvidia Corporation	1.0%	1.0%	6,345	-10.0%	$1.5M
AAPLApple Inc	0.9%	0.9%	4,044	-2.1%	$1.3M
ADPAutomatic Data Processing in	0.9%	0.8%	4,763	-0.9%	$1.2M
VTIPVanguard Malvern Fds	0.8%	0.8%	23,652	+5.1%	$1.2M
SHVIshares Tr	0.8%	1.2%	10,389	-30.2%	$1.1M
MUMicron Technology Inc	0.7%	0.4%	922	+79.4%	$982K
AMZNAmazon Com Inc	0.6%	0.6%	3,694	+1.5%	$920K
MSFTMicrosoft Corp	0.6%	0.4%	1,663	+3.3%	$853K
TSLATesla Inc	0.6%	0.7%	2,276	-2.9%	$808K
DFLVDimensional ETF Trust	0.5%	0.4%	19,338	+52.5%	$777K
GOOGAlphabet Inc	0.5%	0.6%	2,196	+0.2%	$748K
DFICDimensional ETF Trust	0.5%	0.3%	17,584	+61.3%	$661K
AVUSAvantis U.S. Equity ETF	0.4%	New	4,733	—	$606K
VIGVanguard Specialized Funds	0.4%	0.4%	2,226	+0.0%	$519K
METAMeta Platforms Inc	0.4%	0.3%	704	+3.1%	$511K
DFAIDimensional ETF Trust	0.3%	0.3%	11,086	+7.3%	$459K
VGTVanguard World Fd	0.3%	0.3%	3,362	+2.7%	$423K
AVUVAmerican Centy ETF Tr	0.3%	New	3,529	—	$416K
EDConsolidated Edison Inc	0.3%	0.3%	3,992	-1.1%	$408K
GLDSpdr Gold Tr	0.3%	0.3%	1,031	+1.3%	$393K
VOVanguard Index Fds	0.3%	0.3%	4,760	+0.0%	$373K
GOOGLAlphabet Inc	0.2%	0.3%	980	-0.6%	$337K
QQQInvesco Qqq Tr	0.2%	0.2%	450	+0.0%	$333K
WSFSWsfs Finl Corp	0.2%	0.2%	4,112	+0.0%	$311K
PEGPublic Svc Enterprise Group	0.2%	0.3%	4,431	+2.0%	$298K
AVIVAmerican Centy ETF Tr	0.2%	New	3,592	—	$286K
HDHome Depot Inc	0.2%	0.3%	988	-4.6%	$281K
BRBroadridge Finl Solutions in	0.2%	0.2%	1,729	+0.6%	$280K
IVVIshares Tr	0.2%	0.2%	363	+0.0%	$278K
DFAEDimensional ETF Trust	0.2%	0.2%	6,749	+26.0%	$265K
BABoeing Co	0.2%	0.2%	1,407	+0.0%	$262K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	524	+0.0%	$240K
JPMJpmorgan Chase & Co	0.2%	0.2%	710	-5.0%	$235K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	296	+0.3%	$226K
DFEMDimensional ETF Trust	0.1%	New	5,367	—	$213K
DFUSDimensional ETF Trust	0.1%	0.1%	2,474	+0.0%	$205K

What Prosperity Advisers, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +8.5% /yr; S&P 500 +12.9%
3 years: —
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	$143.9M	46
Q2 2026	$138.1M	44
Q1 2026	$120.3M	39
Q4 2025	$121.1M	40

Questions about Prosperity Advisers, LLC's portfolio

What stocks does Prosperity Advisers, LLC own?

Prosperity Advisers, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 46 positions worth $143.9M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 26.3%, Vanguard Index Fds (VTV) at 13.4%, Vanguard Index Fds (VTI) at 13.0%, Vanguard Index Fds (VUG) at 12.9% and Vanguard Index Fds (VB) at 6.7%.

What did Prosperity Advisers, LLC buy last quarter?

In Q3 2026, Prosperity Advisers, LLC added a new position in Avantis U.S. Equity ETF (AVUS), a new position in American Centy ETF Tr (AVUV), a new position in American Centy ETF Tr (AVIV), a new position in Dimensional ETF Trust (DFEM), Micron Technology Inc (MU) (+79.4% shares), Dimensional ETF Trust (DFIC) (+61.3% shares) and Dimensional ETF Trust (DFLV) (+52.5% shares), compared with its Q2 2026 filing.

What did Prosperity Advisers, LLC sell last quarter?

In Q3 2026, Prosperity Advisers, LLC sold all of Western Digital Corp Com (WDC), sold all of Dimensional US Small Cap (DFSV), Ishares Tr (SHV) (-30.2% shares) and Nvidia Corporation (NVDA) (-10.0% shares), compared with its Q2 2026 filing.

When is Prosperity Advisers, LLC's next 13F filing due?

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

How much money does Prosperity Advisers, LLC manage?

Prosperity Advisers, LLC reported $375.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $143.9M.