Prospera Capital Management, LLC

All 13F Filings

Location
Gilbert, AZ
Most recent 13F
Q1 2026
Holdings value ($000)
199,288
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
Q1 2026 4/8/2026 45 199,288 13F-HR Prospera Capital Management, LLC
Q4 2025 1/20/2026 41 198,177 13F-HR Prospera Capital Management, LLC
Q3 2025 10/22/2025 48 206,814 13F-HR Prospera Capital Management, LLC
Q2 2025 9/5/2025 43 180,648 13F-HR/A - RESTATEMENT Prospera Capital Management, LLC
Q2 2025 8/28/2025 71 213,927 13F-HR Prospera Capital Management, LLC
Q1 2025 9/5/2025 37 155,063 13F-HR/A - RESTATEMENT Prospera Capital Management, LLC
Q1 2025 8/28/2025 65 177,337 13F-HR Prospera Capital Management, LLC
Q4 2024 9/5/2025 15 136,898 13F-HR/A - RESTATEMENT Prospera Capital Management, LLC
Q4 2024 8/28/2025 15 138,035 13F-HR Prospera Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 12.58 K 6.3% 0 137.6 K -137.6 K
ETFs 186.4 K 93.6% 138.7 K 0 138.7 K
Debt 272 0.1% 0 1 -1
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Fund Snapshot

Q1 2026
Latest filed
4/8/2026
Total value ($000)
199,288
Holdings
45
QoQ value change ($000)
1,111 (0.6%)
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.