Investor
Prosperity Advisers, LLC
CIK 0002042930 · filed 2026-04-24 · SEC filing
13F book
$120.3M
Positions
39
1 new · 2 sold
Largest name
27.2%
Vanguard Tax-Managed Fds
Est. mark
−$2.22M
Price effect on 38 names still held. Flow $1.41M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 511.2K | $32.8M | 27.2% | $793.5K | Added$1.97M |
| Vanguard Index Fds | — | 52.6K | $16.9M | 14.0% | −$761.2K | Cut−$1.39M |
| Vanguard Index Fds | — | 82.4K | $16.2M | 13.4% | $424.5K | Added$614.3K |
| Vanguard Growth Etf | — | 32K | $14M | 11.6% | −$1.61M | Added−$1.41M |
| Vanguard Index Fds | — | 31.9K | $8.35M | 6.9% | $123.5K | Added$318.4K |
| Vanguard Intl Equity Index F | — | 136.2K | $7.36M | 6.1% | $36.8K | Added$542.1K |
| Vanguard Index Fds | — | 5.22K | $3.12M | 2.6% | −$154.5K | Cut−$270.5K |
| Spdr Series Trust | — | 80.7K | $2.31M | 1.9% | −$14.4K | Added$1.61K |
| Vanguard Scottsdale Fds | — | 26.6K | $2.2M | 1.8% | −$26.2K | Added$8.92K |
| Vanguard Scottsdale Fds | — | 25.3K | $2.01M | 1.7% | −$11.4K | Added$18.2K |
| Ishares Tr | — | 14.9K | $1.65M | 1.4% | $3.58K | Cut−$25.4K |
| Nvidia Corp | NVDA | 6.84K | $1.19M | 1.0% | −$77.8K | Added−$8.23K |
| Automatic Data Processing In | — | 5.18K | $1.06M | 0.9% | −$280.2K | Held |
| Vanguard Malvern Fds | — | 20.5K | $1.02M | 0.9% | $10.1K | Cut−$10K |
| Apple Inc. | AAPL | 4.02K | $1.02M | 0.8% | −$72.9K | Cut−$96K |
| Tesla, Inc. | TSLA | 2.48K | $922.3K | 0.8% | −$193.4K | Cut−$225.4K |
| Amazon Com Inc | AMZN | 3.73K | $777.1K | 0.6% | −$82.1K | Added−$63.1K |
| Alphabet Inc | — | 2.12K | $608.2K | 0.5% | −$56.9K | Held |
| Microsoft Corp | MSFT | 1.47K | $543.6K | 0.5% | −$161.7K | Added−$144.7K |
| Spdr Gold Tr | — | 1.16K | $499.6K | 0.4% | $34.4K | Added$98.9K |
| Vanguard Specialized Funds | — | 2.23K | $480.2K | 0.4% | −$10.5K | Held |
| Consolidated Edison Inc | ED | 3.97K | $449.1K | 0.4% | $55K | Cut−$6.98K |
| Dimensional Etf Trust | — | 10.8K | $420.8K | 0.4% | $7.43K | Added$87.3K |
| Vanguard Index Fds | — | 1.33K | $383.4K | 0.3% | −$4.06K | Cut−$78.4K |
| Public Svc Enterprise Grp In | — | 4.33K | $350.1K | 0.3% | $2.81K | Held |
| Home Depot, Inc. | HD | 978 | $321.7K | 0.3% | −$14.9K | Held |
| Dimensional Etf Trust | — | 8.98K | $320.9K | 0.3% | $13.5K | Added$13.5K |
| Meta Platforms, Inc. | META | 542 | $310.1K | 0.3% | −$41.6K | Added−$2.12K |
| Vanguard World Fd | — | 429 | $299.4K | 0.2% | −$22.8K | Added−$8.12K |
| Johnson & Johnson | JNJ | 1.19K | $289.9K | 0.2% | $44.5K | Held |
| Invesco Qqq Tr | — | 500 | $288.6K | 0.2% | −$17.3K | Added$2.94K |
| Broadridge Finl Solutions In | — | 1.72K | $280.8K | 0.2% | −$104.3K | Held |
| Alphabet Inc | — | 966 | $277.9K | 0.2% | −$21.7K | Added$9.37K |
| Boeing Co | — | 1.37K | $273.3K | 0.2% | −$24.8K | Held |
| Wsfs Finl Corp | — | 4.11K | $269.2K | 0.2% | $42K | Held |
| Ishares Tr | — | 363 | $237.1K | 0.2% | −$11.5K | Held |
| Jpmorgan Chase & Co. | — | 770 | $226.5K | 0.2% | −$21.6K | Cut−$56.7K |
| Dimensional Etf Trust | — | 3K | $212.9K | 0.2% | −$9.77K | Held |
| Micron Technology Inc | MU | 610 | $206.2K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.