Prosperity Advisers, LLC
All 13F Filings
- Location
- Horsham, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 138,106
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 44 | 138,106 | 13F-HR | Prosperity Advisers, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.01 K | 8.0% | 1.631 K | 0 | 1.631 K |
| ETFs | 127.1 K | 92.0% | 16.15 K | 0 | 16.15 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
138,106
Holdings
44
QoQ value change ($000)
17,775
(14.8%)
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.