C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.67 Trillion distributed in 377 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $140B, Dimensional ETF Tr U S Core Eq with a value of $112B, Blackrock ETF Tr U S Equity Fa with a value of $59.1B, Vanguard Growth ETF with a value of $54.7B, and Vanguard Ftse Developed Market with a value of $54.2B.
Examining the 13F form we can see an decrease of $53.8B in the current position value, from $1.72T to 1.67T.
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors is based out at Westlake, OH
Below you can find more details about C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.67 Trillion
Technology: $75.5 Billion
Financial Services: $23.5 Billion
Healthcare: $22 Billion
Consumer Cyclical: $17.9 Billion
Communication Services: $14.8 Billion
ETFs: $12.9 Billion
Industrials: $12.1 Billion
Consumer Defensive: $9.41 Billion
Other: $13.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
