13F filer

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 1965756 SEC filings ↗

13F Value

$2.03B

Positions

417

Top Position

SPYM13.6%

Top 5

29.5%

Latest filing changes

vs Jun 30, 2026

1 SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF +295.3%+$33.1M

2 TFLO iShares Treasury Floating Rate Bond ETF +842.2%+$24.6M

3 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +7.7%+$19.6M

4 SPAB State Street SPDR Portfolio Aggregate Bond ETF +355.2%+$11.2M

5 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF +19.0%+$9.8M

Holdings417

#							Trend (4Q)
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	13.6%	$275.4M	+7.7%	3.07M	12.4%		ETF
2	CORO Blackrock ETF Trust — Isha in Ctry ETF	4.7%	$95.2M	+9.0%	2.62M	4.3%		ETF
3	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	3.9%	$79.9M	+1.8%	886.8K	3.7%	—	ETF
4	DYNF iShares U.S. Equity Factor Rotation Active ETF	3.7%	$75.5M	+4.4%	1.09M	3.5%		ETF
5	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.6%	$73.7M	+3.2%	1.04M	3.6%		ETF
6	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	3.0%	$61.5M	+19.0%	500.0K	2.5%		ETF
7	VTV Vanguard Morningstar Value Index Fund — ETF Shares	3.0%	$61.4M	+4.0%	284.3K	2.9%		ETF
8	DFAX Dimensional World ex U.S. Core Equity 2 ETF	2.4%	$49.1M	-2.7%	1.33M	2.5%		ETF
9	BAI iShares A.I. Innovation and Tech Active ETF	2.3%	$46.0M	+3.8%	975.2K	2.4%		ETF
10	IVE iShares S&P 500 Value ETF	2.2%	$45.7M	+14.7%	200.0K	2.0%		ETF
11	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	2.2%	$44.3M	+295.3%	882.1K	0.6%		ETF
12	DFA INVT DIMENSIONS GROUP IN — U.S. CORE EQTY 1 Dfa Invt Dimensions Group in — U.S. Core Eqty 1	2.0%	$40.7M	NEW	492.1K	—		Equity
13	AAPL Apple	1.8%	$36.9M	+4.1%	110.7K	1.5%		Common Stock
14	BNDX Vanguard Total International Bond Index Fund — ETF Shares	1.8%	$36.7M	+31.6%	783.4K	1.4%		ETF
15	TFLO iShares Treasury Floating Rate Bond ETF	1.4%	$27.5M	+842.2%	542.3K	0.1%		ETF
16	IEMG iShares Core MSCI Emerging Markets ETF	1.3%	$25.5M	+5.6%	314.7K	1.2%		ETF
17	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.2%	$24.6M	+5.0%	415.5K	1.2%		ETF
18	GOVT iShares U.S. Treasury Bond ETF	1.1%	$21.9M	+9.6%	1000.0K	1.0%		ETF
19	THRO Blackrock ETF Trust — Isha US Them ETF	1.0%	$20.9M	+6.6%	474.9K	0.9%		ETF
20	DFIC Dimensional International Core Equity 2 ETF	1.0%	$20.8M	+6.6%	551.9K	1.0%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing42

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.