Prosperitas Financial LLC
All 13F Filings
- Location
- Valencia, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 312,320
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/19/2026 | 103 | 312,320 | 13F-HR | Prosperitas Financial LLC |
| Q1 2026 | 5/15/2026 | 93 | 268,417 | 13F-HR | Prosperitas Financial LLC |
| Q4 2025 | 2/4/2026 | 78 | 257,238 | 13F-HR | Prosperitas Financial LLC |
| Q3 2025 | 10/27/2025 | 69 | 241,148 | 13F-HR | Prosperitas Financial LLC |
| Q2 2025 | 8/12/2025 | 59 | 212,833 | 13F-HR | Prosperitas Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.9 K | 64.3% | 32.84 K | 0 | 32.84 K |
| ETFs | 111.4 K | 35.7% | 11.07 K | 0 | 11.07 K |
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Fund Snapshot
Q2 2026
Latest filed
8/19/2026
Total value ($000)
312,320
Holdings
103
QoQ value change ($000)
43,903
(16.4%)
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.