13F filer

Prospera Financial Services

As of Jun 30, 2026 Filed Jul 15, 2026 CIK 1541625 SEC filings ↗

13F Value

$6.89B

Positions

1,468

Top Position

AAPL3.5%

Top 5

11.6%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +460.3%+$28.3M

2 IYZ iShares U.S. Telecommunications ETF >999%+$13.2M

3 IGV iShares Expanded Tech-Software Sector ETF >999%+$12.8M

4 IJT iShares S&P Small-Cap 600 Growth ETF >999%+$10.4M

5 VGT Vanguard Information Technology Index Fund — ETF Shares +560.8%+$10.4M

Holdings1,468

#
1	AAPL Apple	3.5%	$244.2M	-1.7%	843.8K	3.5%	Common Stock
2	NVDA NVIDIA	3.4%	$233.2M	+4.1%	1.17M	3.1%	Common Stock
3	MSFT Microsoft	1.6%	$110.6M	+1.4%	296.3K	1.7%	Common Stock
4	AMZN Amazon	1.6%	$108.3M	+0.1%	454.4K	1.5%	Common Stock
5	CAT Caterpillar	1.5%	$103.9M	+2.2%	97.6K	1.1%	Common Stock
6	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 272,534 reported quantity $97,423,751 reported value	1.4%	$97.4M	-4.7%	272.5K	1.3%	Common Stock
7	QQQ Invesco QQQ Trust, Series 1	1.4%	$97.2M	-5.7%	131.8K	1.3%	ETF
8	RDVY First Trust Rising Dividend Achievers ETF	1.3%	$89.6M	-5.6%	1.11M	1.3%	ETF
9	GOOG Alphabet Class C	1.2%	$85.2M	+2.0%	241.0K	1.1%	Common Stock
10	AVGO Broadcom	1.1%	$78.3M	-5.0%	207.1K	1.1%	Common Stock
11	JPM JPMorgan Chase	1.1%	$75.3M	-0.9%	229.9K	1.1%	Common Stock
12	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.1%	$74.4M	+6.9%	99.5K	1.0%	ETF
13	CGGR Capital Group Growth ETF — Share Class	1.0%	$66.3M	-2.4%	1.41M	0.9%	ETF
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 130,881 reported quantity $65,491,342 reported value	1.0%	$65.5M	-6.5%	130.9K	1.1%	Common Stock
15	IVV iShares Core S&P 500 ETF	0.9%	$62.8M	+4.7%	83.8K	0.8%	ETF
16	CGDV Capital Group Dividend Value ETF — Share Class	0.9%	$61.0M	+5.8%	1.24M	0.8%	ETF
17	MU Micron Technology	0.8%	$56.6M	-52.5%	49.0K	0.6%	Common Stock
18	LLY Eli Lilly	0.8%	$56.3M	-1.9%	46.9K	0.7%	Common Stock
19	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 410,242 reported quantity $56,097,568 reported value	0.8%	$56.1M	-0.8%	410.2K	1.1%	Common Stock
20	AMAT Applied Materials	0.7%	$51.3M	-1.5%	70.9K	0.4%	Common Stock

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 Filing83

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

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.