Prosperitas Financial LLC
All 13F Filings
- Location
- Valencia, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 257,238
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
653
(0.3% of total reported value)
· QoQ Δ:
+653
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.1 K | 75.7% | 11.59 K | 0 | 11.59 K |
| ETFs | 62.46 K | 24.3% | 3.846 K | 0 | 3.846 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
257,238
Holdings
78
QoQ value change ($000)
16,090
(6.7%)
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.