Prosperity Advisers, LLC
All 13F Filings
- Location
- Fort Washington, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 120,331
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 39 | 120,331 | 13F-HR | Prosperity Advisers, LLC |
| Q4 2025 | 1/23/2026 | 40 | 121,140 | 13F-HR | Prosperity Advisers, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.38 K | 7.8% | 0 | 61.07 K | -61.07 K |
| ETFs | 111 K | 92.2% | 60.26 K | 0 | 60.26 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
120,331
Holdings
39
QoQ value change ($000)
-809
(-0.7%)
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.