Prosperity Advisers, LLC

Q3 2026 13F-HR Holdings

Location
Horsham, PA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$143,916
Net value change ($000)
+5,810 (4.2%)
New positions
4
Sold out positions
2
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 1,726 10.2%
VEA 993 2.7%
VTV 807 4.4%
AVUS 606 NEW
VWO 554 6.6%
AVUV 416 NEW
MU 389 65.6%
AVIV 286 NEW
DFLV 276 55.1%
DFIC 255 62.8%
Top Reduces (Value $000, Stocks/ETFs)
SHV -498 -30.3%
WDC -243 -100.0%
DFSV -211 -100.0%
VB -204 -2.1%
TSLA -178 -18.1%
VTI -112 -0.6%
HD -84 -23.0%
VCIT -58 -2.6%
PEG -55 -15.6%
BA -43 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type