Prosperity Consulting Group, LLC
Follow13F filer, CIK 1910398, OWINGS MILLS, MD
Prosperity Consulting Group, LLC reported $2,223,435,040 across 503 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 38.48% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001437749-26-004332
- Period
- 2025-12-31
- Reported value
- $2.22B
- Holdings
- 503
- Top 10 weight
- 38.48%
- New
- 42
- Sold out
- 30
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVVadded | +60,778 | $41.6M |
| XLKadded | +124,653 | $17.9M |
| EFAadded | +186,030 | $17.9M |
| QQQadded | +22,820 | $14M |
| MGVadded | +72,035 | $10.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHDreduced | -114,748 | -$3.15M |
| VTWOreduced | -26,739 | -$2.66M |
| UNILEVER PLCexited | -38,713 | -$2.29M |
| TSMreduced | -6,752 | -$2.05M |
| CTASreduced | -7,271 | -$1.37M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001437749-26-004332, largest first. % of portfolio is the value over $2,223,435,040, the sum of the share positions whose value is usable for ratios (method).
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| UNILEVER PLCUNILEVER PLC | 38,713 | $2.29M | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 2,926 | $1.23M | shares |
| IPINTERNATIONAL PAPER CO | 18,921 | $878K | shares |
| FMCFMC CORP | 20,382 | $685K | shares |
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 46,860 | $466K | shares |
| PBJINVESCO EXCHANGE TRADED FD T | 10,056 | $461K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 16,503 | $461K | shares |
| XHLFBONDBLOXX ETF TRUST | 7,761 | $391K | shares |
| IRMIRON MTN INC DEL | 3,640 | $371K | shares |
| HPQHP INC | 13,292 | $362K | shares |
| DDDUPONT DE NEMOURS INC | 4,260 | $332K | shares |
| HRBBLOCK H & R INC | 6,257 | $316K | shares |
| SBGISINCLAIR INC | 20,542 | $310K | shares |
| ZTSZOETIS INC | 2,060 | $301K | shares |
| GLPIGAMING & LEISURE P | 6,295 | $293K | shares |
| SONSONOCO PRODS CO | 6,500 | $280K | shares |
| ROPROPER TECHNOLOGIES INC | 506 | $252K | shares |
| BITBBITWISE BITCOIN ETF TR | 3,958 | $246K | shares |
| ESGUISHARES TR | 1,640 | $239K | shares |
| ETDETHAN ALLEN INTERIORS INC | 7,858 | $231K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 5,715 | $224K | shares |
| OGEOGE ENERGY CORP | 4,687 | $217K | shares |
| FLRFLUOR CORP | 4,980 | $210K | shares |
| DMAYFIRST TR EXCHNG TRADED FD VI | 4,663 | $207K | shares |
| TTDTHE TRADE DESK INC | 4,200 | $206K | shares |
| OCOWENS CORNING NEW | 1,430 | $202K | shares |
| VEEVVEEVA SYS INC | 672 | $200K | shares |
| EBCEASTERN BANKSHARES INC | 10,000 | $182K | shares |
| PSTLPOSTAL REALTY TRUST INC | 11,156 | $175K | shares |
| 374WATER INC374WATER INC | 12,500 | $3.59K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001437749-26-004332 | base | 2026-02-17 | acceptance time not in the bulk data set |