Prospera Capital Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $198 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $79.9B, Vanguard Star Fd Vanguard Tota with a value of $26.3B, Vanguard Bd Index Fd Inc Total with a value of $17B, Vanguard Total International B with a value of $15.3B, and Vanguard Index Fds S&P 500 ETF with a value of $13.4B.

Examining the 13F form we can see an decrease of $8.64B in the current position value, from $207B to 198B.

Prospera Capital Management, LLC is based out at Gilbert, AZ

Below you can find more details about Prospera Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $185 Billion
Technology: $7.42 Billion
Financial Services: $1.54 Billion
Communication Services: $1.2 Billion
Energy: $726 Million
Consumer Cyclical: $596 Million
Consumer Defensive: $316 Million
Utilities: $274 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $198 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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