Prospera Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Prospera Capital Management, LLC held in its portfolio 41 assets valued at $198,177,340 (i.e. $198.18M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($79.87M), VANGUARD STAR FDS ($26.26M), and VANGUARD BD INDEX FDS ($17.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prospera Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 238231 | 79871554 | TOTAL STK MKT |
| VANGUARD STAR FDS | 348116 | 26261873 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 229881 | 17027283 | TOTAL BND MRKT |
| VANGUARD CHARLOTTE FDS | 316791 | 15307344 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 21319 | 13369759 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 33381 | 6980550 | EXTEND MKT ETF |
| VANGUARD INDEX FDS | 9609 | 4687871 | GROWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 57636 | 4239730 | ALLWRLD EX US |
| NVIDIA CORPORATION | 19310 | 3601351 | COM |
| VANGUARD INDEX FDS | 17264 | 3297346 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 51675 | 3228155 | VAN FTSE DEV MKT |
| INVESCO QQQ TR | 4884 | 3000436 | UNIT SER 1 |
| APPLE INC | 6655 | 1809270 | COM |
| ALPHABET INC | 3816 | 1197461 | CAP STK CL C |
| VANGUARD MUN BD FDS | 23348 | 1174171 | TAX EXEMPT BD |
| MICROSOFT CORP | 2045 | 988832 | COM |
| VANGUARD INDEX FDS | 4421 | 936375 | SM CP VAL ETF |
| JPMORGAN CHASE & CO. | 2442 | 786907 | COM |
| VANGUARD SPECIALIZED FUNDS | 3544 | 778813 | DIV APP ETF |
| AMERICAN CENTY ETF TR | 7300 | 744454 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 30206 | 726154 | INTL EQTY ETF |
| VANGUARD MUN BD FDS | 9342 | 714196 | SHORT TAX EXEMPT |
| VANGUARD BD INDEX FDS | 9050 | 704778 | INTERMED TERM |
| VANGUARD INDEX FDS | 2105 | 611026 | MID CAP ETF |
| AMAZON COM INC | 2582 | 595977 | COM |
| PALANTIR TECHNOLOGIES INC | 3330 | 591908 | CL A |
| VANGUARD INDEX FDS | 2038 | 525755 | SMALL CP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1418 | 432169 | SPONSORED ADS |
| VANGUARD SCOTTSDALE FDS | 5128 | 429492 | INT-TERM CORP |
| CHEVRON CORP NEW | 2723 | 414940 | COM |
| VANGUARD SCOTTSDALE FDS | 4941 | 393925 | SHRT TRM CORP BD |
| WALMART INC | 2835 | 316464 | COM |
| EXXON MOBIL CORP | 2583 | 310828 | COM |
| MASTERCARD INCORPORATED | 515 | 294003 | CL A |
| VANGUARD INDEX FDS | 1631 | 289252 | MCAP VL IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 5374 | 288898 | FTSE EMR MKT ETF |
| NEXTERA ENERGY INC | 3409 | 273669 | COM |
| VANGUARD BD INDEX FDS | 3459 | 272572 | SHORT TRM BOND |
| ISHARES GOLD TR | 2981 | 241968 | ISHARES NEW |
| SCHWAB CHARLES CORP | 2344 | 234141 | COM |
| BERKSHIRE HATHAWAY INC DEL | 449 | 225690 | CL B NEW |
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