Prospect Financial Group LLC Portfolio Holdings

Prospect Financial Group LLC

  • $102 Billion
  • Q3 2025

Prospect Financial Group LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Trust with a value of $8.33B, Dimensional ETF Tr Emerging Mk with a value of $7.93B, Vanguard Bd Index Fd Inc Total with a value of $7.9B, Dimensional ETF Tr Dimensional with a value of $6.95B, and Vanguard Total International B with a value of $6.06B.

Examining the 13F form we can see an increase of $6.76B in the current position value, from $95.6B to 102B.

Prospect Financial Group LLC is based out at Arlington, VA

Below you can find more details about Prospect Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $74 Billion
Technology: $8.25 Billion
Communication Services: $3.19 Billion
Financial Services: $3.07 Billion
Healthcare: $1.77 Billion
Consumer Cyclical: $997 Million
Energy: $729 Million
Consumer Defensive: $699 Million
Other: $57.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $102 Billion
  • Prior Value $95.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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