Prosperity Consulting Group, LLC 13F Holdings
CIK 0001910398 · Owings Mills, MD
As of Sep 30, 2025, Prosperity Consulting Group, LLC reported 491 positions worth
CIK 0001910398 · Owings Mills, MD
As of Sep 30, 2025, Prosperity Consulting Group, LLC reported 491 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 370,961 | $248.3M | 13.36% |
| ISHARES MSCI EAFE ETF | EFA | — | 809,693 | $75.6M | 4.07% |
| APPLE INC | AAPL | Technology | 268,650 | $68.4M | 3.68% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 1,134,332 | $64.8M | 3.49% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 102,486 | $61.5M | 3.31% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 167,301 | $45.8M | 2.46% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 214,514 | $41.7M | 2.25% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 297,440 | $41.0M | 2.20% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 389,333 | $39.0M | 2.10% |
| MICROSOFT CORP | MSFT | Technology | 72,574 | $37.6M | 2.02% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 129,059 | $36.4M | 1.96% |
| SPDR S&P 500 ETF TRUST | SPY | — | 51,376 | $34.2M | 1.84% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 645,367 | $32.8M | 1.76% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 481,101 | $32.6M | 1.76% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 123,956 | $30.6M | 1.65% |
| NVIDIA CORP | NVDA | Technology | 153,396 | $28.6M | 1.54% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 89,286 | $26.2M | 1.41% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 709,901 | $23.7M | 1.28% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 825,621 | $22.5M | 1.21% |
| AMAZON.COM INC | AMZN | Equity | 90,674 | 9.9M | 1.07% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 38,885 | 9.5M | 1.05% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 153,006 | 8.5M | 0.99% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 306,787 | 6.6M | 0.89% |
| ALPHABET INC | GOOGL | Equity | 67,451 | 6.4M | 0.88% |
| BROADCOM INC | AVGO | Technology | 48,875 | 6.1M | 0.87% |