Prosperity Consulting Group, LLC reported 396 positions worth $770.74M for the quarter ended Jun 30, 2026, up 21.6% on the prior quarter. It opened 102 new positions, added to 206, trimmed 78 and exited 11. Its largest holding is Apple Inc. at 10.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +22.8K | +13.9% | $4.55M | 4.85% |
| AAPL Apple Inc. | +13.6K | +5.0% | $3.93M | 10.72% |
| GOOGL Alphabet Inc. | +9,166 | +12.4% | $3.28M | 3.84% |
| MU Micron Technology Inc | +2,282 | +49.4% | $2.63M | 1.03% |
| MSFT Microsoft Corp | +5,742 | +8.1% | $2.14M | 3.71% |
| AMZN Amazon Com Inc | +7,856 | +8.0% | $1.87M | 3.28% |
| DELL Dell Technologies Inc. | +2,720 | – | $1.17M | 0.152% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +2,208 | +11.2% | $1.05M | 1.36% |
| TSLA Tesla, Inc. | +2,440 | +19.8% | $1.03M | 0.805% |
| AVGO Broadcom Inc. | +2,540 | +4.9% | $959.49K | 2.64% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RELX Relx Plc | -53.6K | -85.3% | $1.70M | 0.038% |
| COF Capital One Financial Corp | -3,041 | -47.5% | $610.09K | 0.087% |
| MRSH Marsh & Mclennan Companies, Inc. | -3,193 | -54.8% | $532.22K | 0.057% |
| GOOG Alphabet Inc. | -1,414 | -3.1% | $499.61K | 2.05% |
| MLM Martin Marietta Materials Inc | -821 | -100.0% | $483.32K | Exited |
| TMO Thermo Fisher Scientific Inc. | -875 | -18.7% | $438.64K | 0.248% |
| CAT Caterpillar Inc | -396 | -9.3% | $421.73K | 0.533% |
| PRU Prudential Financial Inc | -3,831 | -37.1% | $413.48K | 0.091% |
| DE Deere & Co | -620 | -33.3% | $393.24K | 0.102% |
| ACN Accenture plc | -2,748 | -28.8% | $341.96K | 0.109% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DELL Dell Technologies Inc. | +2,720 | $1.17M | 0.152% |
| YMM Full Truck Alliance Co. Ltd. | +96.4K | $782.73K | 0.102% |
| ARM Arm Holdings Plc | +2,021 | $716.59K | 0.093% |
| AEE Ameren Corp | +5,426 | $613.36K | 0.08% |
| AXON Axon Enterprise, Inc. | +1,041 | $583.60K | 0.076% |
| SPCX Space Exploration Technologies Corp | +3,030 | $517.71K | 0.067% |
| PHM Pultegroup Inc | +3,680 | $504.93K | 0.066% |
| HONA Honeywell Aerospace Inc. | +2,245 | $496.33K | 0.064% |
| EVRG Evergy, Inc. | +5,398 | $466.55K | 0.061% |
| ELV Elevance Health, Inc. | +1,200 | $464.06K | 0.06% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MLM Martin Marietta Materials Inc | -821 | $483.32K | 0.076% |
| DT Dynatrace, Inc. | -8,160 | $301.76K | 0.048% |
| EQNR Equinor Asa | -5,830 | $246.03K | 0.039% |
| SLB Slb Limited | -4,602 | $236.50K | 0.037% |
| NKE NIKE, Inc. | -4,351 | $229.84K | 0.036% |
| AN Autonation, Inc. | -1,076 | $210.10K | 0.033% |
| OXY Occidental Petroleum Corp | -3,102 | $201.62K | 0.032% |
| AMP Ameriprise Financial Inc | -451 | $200.42K | 0.032% |
| HAL Halliburton Co | -4,370 | $170.39K | 0.027% |
| BDTX Black Diamond Therapeutics, Inc. | -11.4K | $24.19K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 285.6K | $82.64M | 10.72% | +13.6K | +5.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 186.8K | $37.38M | 4.85% | +22.8K | +13.9% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 82.9K | $29.61M | 3.84% | +9,166 | +12.4% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 76.7K | $28.62M | 3.71% | +5,742 | +8.1% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 106.2K | $25.31M | 3.28% | +7,856 | +8.0% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 53.9K | $20.35M | 2.64% | +2,540 | +4.9% | Added | 0% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 40.0K | $20.01M | 2.6% | +1,041 | +2.7% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 44.8K | $15.81M | 2.05% | -1,414 | -3.1% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 47.4K | $15.50M | 2.01% | +1,772 | +3.9% | Added | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 11.2K | $13.46M | 1.75% | +715 | +6.8% | Added | 0% |
| 11 | COST Costco Wholesale Corp | Consumer Staples | 12.5K | $11.68M | 1.52% | -8 | -0.1% | Reduced | 0% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 21.9K | $10.47M | 1.36% | +2,208 | +11.2% | Added | 0% |
| 13 | V Visa Inc. | Financial Services | 28.1K | $9.66M | 1.25% | +1,138 | +4.2% | Added | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 15.8K | $8.92M | 1.16% | +1,690 | +12.0% | Added | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 60.1K | $8.22M | 1.07% | -63 | -0.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Prosperity Consulting.
As of its Q2 2026 13F filing, Prosperity Consulting Group, LLC’s five largest positions were Apple Inc. (AAPL) at 10.7%, Nvidia Corp (NVDA) at 4.9%, Alphabet Inc. (GOOGL) at 3.8%, Microsoft Corp (MSFT) at 3.7%, Amazon Com Inc (AMZN) at 3.3% of the reported portfolio.
Prosperity Consulting Group, LLC reported a 13F portfolio worth $770.74M across 396 positions for Q2 2026. That is up 21.6% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($4.55M), Apple Inc. ($3.93M), Alphabet Inc. ($3.28M). It opened 102 new positions.
Its largest sales by value were Relx Plc ($1.70M), Capital One Financial Corp ($610.09K), Marsh & Mclennan Companies, Inc. ($532.22K). It exited 11 positions entirely.
From the Form 13F-HR reports Prosperity Consulting Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.