Loading…
CIK 0002082673 • 10 13F filings • Aug 28, 2025 – Jul 27, 2026
Import this data to Google Sheets with:
=jivedata("prospera-capital-management-llc-0002082673-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $200K | 0.1%Prev: 0.1% | 1,792 SH | Decreased-29 SH |
| ALPHABET INC | CAP STK CL C | $692K | 0.3%Prev: 0.4% | 2,841 SH | Decreased-535 SH |
| AMAZON COM INC | COM | $654K | 0.3%Prev: 0.3% | 2,979 SH | Decreased-550 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $727K | 0.4%Prev: 0.3% | 7,300 SH | Decreased-520 SH |
| APPLE INC | COM | $1.7M | 0.8%Prev: 0.7% | 6,656 SH | Decreased-319 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $203K | 0.1%Prev: 0.1% | 404 SH | Decreased-237 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $348K | 0.2% | 5,074 SH | New |
| CATERPILLAR INC | COM | $262K | 0.1% | 549 SH | New |
| CHEVRON CORP NEW | COM | $422K | 0.2% | 2,717 SH | New |
| EXXON MOBIL CORP | COM | $289K | 0.1% | 2,563 SH | New |
| GARMIN LTD | SHS | $314K | 0.2% | 1,274 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 1.4%Prev: 1.1% | 4,884 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $217K | 0.1%Prev: 0.1% | 2,981 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $362K | 0.2% | 772 SH | New |
| JPMORGAN CHASE & CO. | COM | $767K | 0.4% | 2,432 SH | New |
| MICROSOFT CORP | COM | $955K | 0.5%Prev: 0.3% | 1,844 SH | Increased-322 SH |
| NEXTERA ENERGY INC | COM | $256K | 0.1%Prev: 0.1% | 3,388 SH | Decreased-64 SH |
| NVIDIA CORPORATION | COM | $3.9M | 1.9%Prev: 1.2% | 20,760 SH | Increased+1,317 SH |
| OCCIDENTAL PETE CORP | COM | $462K | 0.2% | 9,773 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.5%Prev: 0.1% | 5,930 SH | Increased+2,549 SH |
| SCHWAB CHARLES CORP | COM | $223K | 0.1%Prev: 0.1% | 2,338 SH | Decreased-20 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $703K | 0.3%Prev: 0.4% | 30,206 SH | Decreased-13,346 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $338K | 0.2% | 1,210 SH | New |
| TRI CONTL CORP | COM | $998K | 0.5% | 29,345 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $695K | 0.3%Prev: 0.2% | 8,927 SH | Decreased-1,257 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $284K | 0.1%Prev: 0.1% | 3,612 SH | Decreased-746 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.3M | 7.4%Prev: 7.0% | 206,400 SH | Decreased-101,637 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.8M | 7.6%Prev: 6.9% | 320,052 SH | Decreased-136,873 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.1M | 3.4%Prev: 3.8% | 33,788 SH | Decreased-15,422 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.8M | 2.3%Prev: 2.0% | 10,025 SH | Decreased-63,822 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $212K | 0.1% | 723 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $285K | 0.1%Prev: 0.1% | 1,631 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $618K | 0.3%Prev: 0.2% | 2,105 SH | Decreased-6,317 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $13.7M | 6.6%Prev: 8.2% | 22,327 SH | Decreased-15,707 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $923K | 0.4%Prev: 0.3% | 4,421 SH | Decreased-33 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $518K | 0.3%Prev: 0.3% | 2,038 SH | Decreased-756 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $83.2M | 40.2%Prev: 36.3% | 253,600 SH | Decreased-57,872 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.3M | 1.6%Prev: 1.6% | 17,552 SH | Decreased-6,193 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $7.1M | 3.5%Prev: 4.8% | 100,167 SH | Decreased-83,158 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $293K | 0.1%Prev: 0.1% | 5,409 SH | Decreased-225 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $717K | 0.3%Prev: 0.2% | 9,342 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.6%Prev: 0.4% | 23,348 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $417K | 0.2%Prev: 0.7% | 4,967 SH | Decreased-20,820 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $290K | 0.1%Prev: 0.5% | 3,637 SH | Decreased-18,189 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $920K | 0.4%Prev: 0.3% | 4,266 SH | Increased+710 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $26.8M | 13.0%Prev: 14.9% | 365,348 SH | Decreased-188,280 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.1M | 1.5%Prev: 1.5% | 50,917 SH | Decreased-18,031 SH |
| WALMART INC | COM | $292K | 0.1%Prev: 0.1% | 2,835 SH | Decreased-1 SH |
| Q4 2024 |
| 13F-HR/A |
| 0002082673-25-000004 |
| $136.9M |
| View |
| Oct 22, 2025 | Q3 2025 | 13F-HR | 0002082673-25-000007 | $206.8M | View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002082673-26-000004 | $319.8M | View |
| Sep 5, 2025 | Q2 2025 | 13F-HR/A | 0002082673-25-000006 | $180.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002082673-26-000002 | $199.3M | View |
| Sep 5, 2025 | Q1 2025 | 13F-HR/A | 0002082673-25-000005 | $155.1M | View |