IE
Insider Edges

PROSPERA CAPITAL MANAGEMENT, LLC 13F portfolio summary

PROSPERA CAPITAL MANAGEMENT, LLC of PROSPERA CAPITAL MANAGEMENT, LLC has 63 current stock holdings with a reported portfolio value of $319.8M. The portfolio 1 year return is +17.43%. Top holdings include VTI (36.27%), VXUS (14.91%), VOO (8.21%), BND (7.04%), BNDX (6.89%).

Back to investors

PROSPERA CAPITAL MANAGEMENT, LLC

PROSPERA CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30

PROSPERA CAPITAL MANAGEMENT, LLC runs PROSPERA CAPITAL MANAGEMENT, LLC and currently holds 63 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $319.79M. Their top holdings are VTI, VXUS, VOO, BND, BNDX. The top five represent 73.3% of reported portfolio weight. PROSPERA CAPITAL MANAGEMENT, LLC ranks #810 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROSPERA CAPITAL MANAGEMENT, LLC initiated 20 new positions. They added to 31 existing positions. Their current best-performing preview position is ASML with returns of +50.62%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
VTI36.3%
VXUS14.9%
VOO8.2%
BND7.0%
BNDX6.9%
Top 5: 73.3%
Portfolio Returns
1 Year
+17.43%
#794/1000
3 Year
+30.94%
#803/1000
5 Year
+30.94%
#796/1000

Portfolio Value

$319.79M

Alpha Score

26.3

#810 of 1000

Holdings

63

Showper page

63 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VTI
VANGUARD INDEX FDS
36.27%$310.34$378.25+21.88%
Added
+28.49%
VXUS
VANGUARD STAR FDS
14.91%$69.34$87.71+26.49%
Added
+56.65%
VOO
VANGUARD INDEX FDS
8.21%$604.38$703.77+16.44%
Added
+75.64%
BND
VANGUARD BD INDEX FDS
7.04%$72.71$72.23-0.66%
Added
+25.90%
BNDX
VANGUARD CHARLOTTE FDS
6.89%$48.88$47.65-2.52%
Added
+41.40%
VEU
VANGUARD INTL EQUITY INDEX F
4.83%$77.57$85.70+10.48%
Added
+214.94%
VXF
VANGUARD INDEX FDS
3.77%$207.62$245.51+18.25%
Added
+42.99%
VUG
VANGUARD INDEX FDS
2.00%$67.77$87.49+29.10%
Added
+683.36%
VTV
VANGUARD INDEX FDS
1.63%$182.14$226.35+24.27%
Added
+30.49%
VEA
VANGUARD TAX-MANAGED FDS
1.55%$54.03$73.43+35.91%
Added
+32.92%

Showing 1-10 of 63