Prospect Financial Group LLC
All 13F Filings
- Location
- Arlington, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,133
- 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 | 8/6/2026 | 70 | 124,133 | 13F-HR | Prospect Financial Group LLC |
| Q1 2026 | 5/5/2026 | 63 | 108,308 | 13F-HR | Prospect Financial Group LLC |
| Q4 2025 | 2/10/2026 | 62 | 107,531 | 13F-HR | Prospect Financial Group LLC |
| Q3 2025 | 11/6/2025 | 61 | 102,386 | 13F-HR | Prospect Financial Group LLC |
| Q2 2025 | 8/7/2025 | 64 | 95,622 | 13F-HR | Prospect Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.68 K | 19.1% | 4.643 K | 0 | 4.643 K |
| ETFs | 100.5 K | 80.9% | 11.18 K | 0 | 11.18 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
124,133
Holdings
70
QoQ value change ($000)
15,825
(14.6%)
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.