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PROSPERITAS FINANCIAL LLC 13F portfolio summary

PROSPERITAS FINANCIAL LLC of PROSPERITAS FINANCIAL LLC has 92 current stock holdings with a reported portfolio value of $268.4M. The portfolio 1 year return is +19.82%. Top holdings include QQQ (0.00%), SPY (0.00%), SCHG (4.99%), VTV (4.92%), AAPL (4.74%).

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PROSPERITAS FINANCIAL LLC

PROSPERITAS FINANCIAL LLC
Latest filing: 2026-03-31

PROSPERITAS FINANCIAL LLC runs PROSPERITAS FINANCIAL LLC and currently holds 92 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $268.42M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PROSPERITAS FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PROSPERITAS FINANCIAL LLC's portfolio at PROSPERITAS FINANCIAL LLC has delivered returns of +19.82%. Their 3-year annualized return is +52.96%. Looking at the 5-year horizon, PROSPERITAS FINANCIAL LLC has achieved +52.96% annualized returns at PROSPERITAS FINANCIAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.82%
#0/1000
3 Year
+52.96%
#0/1000
5 Year
+52.96%
#0/1000

Portfolio Value

$268.42M

Alpha Score

41.0

#0 of 1000

Holdings

92

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change