13F filer

Prosperity Consulting Group

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 1910398 SEC filings ↗

13F Value

$2.64B

Positions

636

Top Position

IVV12.3%

Top 5

26.4%

Latest filing changes

vs Mar 31, 2026

1 DYNF iShares U.S. Equity Factor Rotation Active ETF >999%+$39.1M

2 BAI iShares A.I. Innovation and Tech Active ETF >999%+$35.3M

3 IEMG iShares Core MSCI Emerging Markets ETF +98.5%+$11.2M

4 QQQM Invesco NASDAQ 100 ETF +8.0%+$5.3M

5 NVDA NVIDIA +13.9%+$4.6M

Holdings636

#
1	IVV iShares Core S&P 500 ETF	12.3%	$323.9M	-2.2%	432.5K	12.8%	ETF
2	EFA iShares MSCI EAFE ETF	4.5%	$119.7M	+3.5%	1.15M	4.8%	ETF
3	QQQ Invesco QQQ Trust, Series 1	3.5%	$93.0M	+0.3%	126.3K	3.2%	ETF
4	AAPL Apple	3.1%	$82.6M	+5.0%	285.6K	3.1%	Common Stock
5	JEPI JPMorgan Equity Premium Income ETF	3.0%	$79.1M	+2.2%	1.40M	3.5%	ETF
6	QQQM Invesco NASDAQ 100 ETF	2.7%	$72.1M	+8.0%	237.9K	2.3%	ETF
7	IWY iShares Russell Top 200 Growth ETF	2.7%	$71.6M	-15.6%	246.5K	3.2%	ETF
8	MGV Vanguard Morningstar Mega Cap Value Index Fund — ETF Shares	2.4%	$63.2M	+3.6%	386.4K	2.4%	ETF
9	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.8%	$48.2M	-3.2%	253.1K	1.5%	ETF
10	EFV iShares MSCI EAFE Value ETF	1.8%	$47.9M	+8.1%	626.3K	1.9%	ETF
11	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$41.5M	+1.8%	55.6K	1.6%	ETF
12	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.5%	$39.8M	>999%	584.6K	<0.1%	ETF
13	ICSH iShares Ultra Short Duration Bond Active ETF	1.5%	$38.5M	-14.7%	762.1K	2.0%	ETF
14	NVDA NVIDIA	1.4%	$37.4M	+13.9%	186.8K	1.3%	Common Stock
15	BUFR FT Vest Laddered Buffer ETF	1.4%	$36.4M	+9.1%	995.9K	1.4%	ETF
16	BAI iShares A.I. Innovation and Tech Active ETF	1.4%	$35.7M	>999%	677.6K	<0.1%	ETF
17	AGG iShares Core U.S. Aggregate Bond ETF	1.3%	$35.1M	-5.3%	354.9K	1.7%	ETF
18	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.1%	$30.3M	-17.9%	375.7K	1.5%	ETF
19	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 82,855 reported quantity $29,609,807 reported value	1.1%	$29.6M	+12.4%	82.9K	0.9%	Common Stock
20	MSFT Microsoft	1.1%	$28.6M	+8.1%	76.7K	1.2%	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 Filing16

#	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.