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PROSPERITAS FINANCIAL LLC
PROSPERITAS FINANCIAL LLC
Latest filing: 2026-06-30
PROSPERITAS FINANCIAL LLC runs PROSPERITAS FINANCIAL LLC and currently holds 103 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $312.32M. Their top holdings are SCHG, GOOGL, AAPL, VTV, VOO. The top five represent 23.1% of reported portfolio weight. PROSPERITAS FINANCIAL LLC ranks #539 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROSPERITAS FINANCIAL LLC initiated 19 new positions. They added to 57 existing positions. They trimmed 20 positions. Their current best-performing preview position is MU with returns of +241.66%.
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103 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHG SCHWAB STRATEGIC TR | 4.81% | $21.50 | $35.30 | +64.19% | Added +0.74% |
 GOOGL ALPHABET INC | 4.71% | $154.98 | $344.82 | +122.49% | Added +1.13% |
 AAPL APPLE INC | 4.69% | $184.51 | $309.35 | +67.66% | Added +5.39% |
 VTV VANGUARD INDEX FDS | 4.55% | $165.04 | $226.35 | +37.15% | Added +1.20% |
 VOO VANGUARD INDEX FDS | 4.36% | $436.58 | $703.77 | +61.20% | Added +0.75% |
 NVDA NVIDIA CORPORATION | 3.87% | $59.37 | $214.76 | +261.73% | Added +2.14% |
 SCHB SCHWAB STRATEGIC TR | 3.79% | $20.42 | $29.61 | +45.00% | Trimmed -2.34% |
 SCHD SCHWAB STRATEGIC TR | 3.70% | $25.42 | $35.11 | +38.12% | Added +1.34% |
 QQQ INVESCO QQQ TR | 3.66% | $376.29 | $713.44 | +89.60% | Trimmed -7.66% |
 FIX COMFORT SYS USA INC | 3.66% | $543.15 | $1,655.19 | +204.74% | Trimmed -4.54% |
Showing 1-10 of 103