Prosperity Consulting Group, LLC
All 13F Filings
- Location
- Owings Mills, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,247,809
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 524 | 2,247,809 | 13F-HR | Prosperity Consulting Group, LLC |
| Q4 2025 | 2/17/2026 | 503 | 2,223,435 | 13F-HR | Prosperity Consulting Group, LLC |
| Q3 2025 | 11/14/2025 | 491 | 2,028,874 | 13F-HR | Prosperity Consulting Group, LLC |
| Q2 2025 | 8/5/2025 | 448 | 1,370,460 | 13F-HR | Prosperity Consulting Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.381 K
(0.1% of total reported value)
· QoQ Δ:
+1.381 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 743.7 K | 33.1% | 0 | 677.6 K | -677.6 K |
| ETFs | 1.495 M | 66.5% | 702.8 K | 0 | 702.8 K |
| Debt | 7.75 K | 0.3% | 329 | 0 | 329 |
| Other | 0 | 0.0% | 0 | 2.483 K | -2.483 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
2,247,809
Holdings
524
QoQ value change ($000)
24,374
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.