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PROSPECT FINANCIAL GROUP LLC
PROSPECT FINANCIAL GROUP LLC
Latest filing: 2026-06-30
PROSPECT FINANCIAL GROUP LLC runs PROSPECT FINANCIAL GROUP LLC and currently holds 70 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $124.13M. Their top holdings are DFEM, DCOR, BND, DFIC, DFAC. The top five represent 36.2% of reported portfolio weight. PROSPECT FINANCIAL GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROSPECT FINANCIAL GROUP LLC initiated 7 new positions. They added to 37 existing positions. They trimmed 14 positions. Their current best-performing preview position is MU with returns of +241.67%.
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70 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFEM DIMENSIONAL ETF TRUST | 9.75% | $28.24 | $39.90 | +41.29% | Trimmed -5.68% |
 DCOR DIMENSIONAL ETF TRUST | 7.45% | $66.96 | $84.51 | +26.20% | Trimmed -0.55% |
 BND VANGUARD BD INDEX FDS | 7.00% | $72.18 | $72.23 | +0.07% | Added +8.34% |
 DFIC DIMENSIONAL ETF TRUST | 6.08% | $27.58 | $39.39 | +42.82% | Trimmed -1.23% |
 DFAC DIMENSIONAL ETF TRUST | 5.92% | $35.16 | $45.61 | +29.72% | Added +0.50% |
 BNDX VANGUARD CHARLOTTE FDS | 5.90% | $48.90 | $47.65 | -2.56% | Added +10.29% |
 VTI VANGUARD INDEX FDS | 5.09% | $290.45 | $378.25 | +30.23% | Trimmed -0.79% |
 VOO VANGUARD INDEX FDS | 3.97% | $538.81 | $703.77 | +30.62% | Held |
 AVDV AMERICAN CENTY ETF TR | 3.32% | $65.34 | $111.97 | +71.37% | Held |
 FREL FIDELITY COVINGTON TRUST | 2.94% | $27.20 | $29.90 | +9.93% | Added +6.54% |
Showing 1-10 of 70