Prospera Capital Management, LLC

CIK 0002082673 • 10 13F filings • Aug 28, 2025 – Jul 27, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $319.8M63 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$219K	0.1%	1,821 SH	New
ALPHABET INC	CAP STK CL A	$227K	0.1%	620 SH	New
ALPHABET INC	CAP STK CL C	$1.2M	0.4%Prev: 0.2%	3,376 SH	Increased+1,004 SH
AMAZON COM INC	COM	$862K	0.3%Prev: 0.3%	3,529 SH	Increased+909 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$968K	0.3%Prev: 0.4%	7,820 SH	Increased+520 SH
APPLE INC	COM	$2.2M	0.7%Prev: 0.8%	6,975 SH	Increased+319 SH
ASML HLDG NV	N Y REGISTRY SHS	$297K	0.1%	163 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$325K	0.1%	641 SH	New
BROADCOM INC	COM	$499K	0.2%	1,335 SH	New
CHEVRON CORPORATION	COM	$501K	0.2%	2,979 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$357K	0.1%	4,336 SH	New
GRANITE CONSTR INC	COM	$332K	0.1%	2,234 SH	New
INTEL CORP	COM	$213K	0.1%	1,746 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.5M	1.1%Prev: 1.5%	4,884 SH	Increased
ISHARES GOLD TR	ISHARES NEW	$233K	0.1%	2,981 SH	New
ISHARES TR	CORE S&P SCP ETF	$569K	0.2%	3,876 SH	New
ISHARES TR	CORE S&P500 ETF	$342K	0.1%	453 SH	New
ISHARES TR	EAFE SML CP ETF	$251K	0.1%	2,959 SH	New
ISHARES TR	RUSSELL 2000 ETF	$216K	0.1%	724 SH	New
JOHNSON & JOHNSON	COM	$238K	0.1%	917 SH	New
JPMORGAN CHASE & CO	COM	$828K	0.3%	2,452 SH	New
MICROSOFT CORP	COM	$838K	0.3%Prev: 0.5%	2,166 SH	Decreased+322 SH
NEXTERA ENERGY INC	COM	$302K	0.1%Prev: 0.1%	3,452 SH	Increased+88 SH
NVIDIA CORPORATION	COM	$3.8M	1.2%Prev: 1.8%	19,443 SH	Increased-1,317 SH
PALANTIR TECHNOLOGIES INC	CL A	$448K	0.1%Prev: 0.4%	3,381 SH	Decreased-2,299 SH
QUALCOMM INC	COM	$226K	0.1%	1,214 SH	New
SCHWAB CHARLES CORP	COM	$237K	0.1%Prev: 0.1%	2,358 SH	Increased+26 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	0.4%Prev: 0.4%	43,552 SH	Increased+13,346 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$212K	0.1%	7,294 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$238K	0.1%Prev: 0.2%	7,382 SH	Decreased-9,118 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$240K	0.1%	6,946 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$641K	0.2%	1,418 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$779K	0.2%Prev: 0.4%	10,184 SH	Increased+1,348 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$339K	0.1%Prev: 0.2%	4,358 SH	Increased+770 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$22.5M	7.0%Prev: 8.1%	308,037 SH	Increased+109,918 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$22.0M	6.9%Prev: 8.1%	456,925 SH	Increased+159,070 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$12.0M	3.8%Prev: 3.5%	49,210 SH	Increased+16,833 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.4M	2.0%Prev: 2.5%	73,847 SH	Increased+63,561 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$326K	0.1%Prev: 0.1%	1,631 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$681K	0.2%Prev: 0.3%	8,422 SH	Increased+6,317 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$217K	0.1%	2,232 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$26.3M	8.2%Prev: 7.2%	38,034 SH	Increased+15,324 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.3%Prev: 0.5%	4,454 SH	Increased-60 SH
VANGUARD INDEX FDS	SMALL CP ETF	$843K	0.3%Prev: 0.3%	2,794 SH	Increased+756 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$116.0M	36.3%Prev: 39.3%	311,472 SH	Increased+78,344 SH
VANGUARD INDEX FDS	VALUE ETF	$5.2M	1.6%Prev: 1.8%	23,745 SH	Increased+5,947 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$15.5M	4.8%Prev: 2.0%	183,325 SH	Increased+130,253 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$338K	0.1%Prev: 0.1%	5,634 SH	Increased+225 SH
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$715K	0.2%Prev: 0.4%	9,342 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.4%Prev: 0.6%	23,348 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.1M	0.7%	25,787 SH	New
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$331K	0.1%	4,423 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.7M	0.5%	21,826 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$369K	0.1%	1,084 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$850K	0.3%Prev: 0.5%	3,556 SH	Decreased-710 SH
VANGUARD STAR FDS	VG TL INTL STK F	$47.7M	14.9%Prev: 13.4%	553,628 SH	Increased+203,070 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.0M	1.5%Prev: 1.6%	68,948 SH	Increased+18,247 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$2.6M	0.8%	32,087 SH	New
VANGUARD WORLD FD	ESG US CORP BD	$205K	0.1%	3,275 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$2.8M	0.9%	21,260 SH	New
VANGUARD WORLD FD	MEGA CAP INDEX	$299K	0.1%	1,085 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$207K	0.1%	1,263 SH	New
WALMART INC	COM	$315K	0.1%Prev: 0.2%	2,836 SH	Increased+3 SH

Sold (vs prior filing)

BROOKFIELD CORP — $314K
CATERPILLAR INC — $213K
CHEVRON CORP NEW — $387K
EXXON MOBIL CORP — $274K
GARMIN LTD — $266K
ISHARES TR — $328K
JPMORGAN CHASE & CO. — $702K
OCCIDENTAL PETE CORP — $441K
TRI CONTL CORP — $929K
VANGUARD INDEX FDS — $206K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002082673-26-000005	—	View
Jan 20, 2026	Q4 2025	13F-HR	0002082673-26-000001	$198.2M	View
Sep 5, 2025