1y return+16.7%S&P 500 +20.9%
3y return+49.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $136 against $157 in the S&P 500.2
Prosperity Consulting Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $323.9M | 12.3% | −2.2% |
| EFAIshares Tr | $119.7M | 4.5% | +3.5% |
| QQQInvesco Qqq Tr | $93.0M | 3.5% | |
| AAPLApple Inc | $82.6M | 3.1% | +5.0% |
| JEPIJ P Morgan Exchange Traded F | $79.1M | 3.0% | +2.2% |
| QQQMInvesco Exch Traded Fd Tr II | $72.1M | 2.7% | +8.0% |
| IWYIshares Tr | $71.6M | 2.7% | −15.6% |
| MGVVanguard World Fd | $63.2M | 2.4% | +3.6% |
| XLKSelect Sector Spdr Tr | $48.2M | 1.8% | −3.2% |
| EFVIshares Tr | $47.9M | 1.8% | +8.1% |
| SPYState Str Spdr S&p 500 Etf T | $41.5M | 1.6% | +1.8% |
| DYNFBlackrock Etf Trust | $39.8M | 1.5% | +5846.6% |
| ICSHIshares Tr | $38.5M | 1.5% | −14.7% |
| NVDANvidia Corporation | $37.4M | 1.4% | +13.9% |
| BUFRFirst Tr Exchng Traded Fd Vi | $36.4M | 1.4% | +9.1% |
| BAIBlackrock Etf Trust | $35.7M | 1.4% | +8702.4% |
| AGGIshares Tr | $35.1M | 1.3% | −5.3% |
| VOVanguard Index Fds | $30.3M | 1.1% | −17.9% |
| GOOGLAlphabet Inc | $29.6M | 1.1% | +12.4% |
| MSFTMicrosoft Corp | $28.6M | 1.1% | +8.1% |
| AMZNAmazon Com Inc | $25.3M | 1.0% | +8.0% |
| IEMGIshares Inc | $22.6M | 0.9% | +98.5% |
| MMAXIshares Tr | $21.2M | 0.8% | New |
| IVWIshares Tr | $20.9M | 0.8% | |
| AVGOBroadcom Inc | $20.4M | 0.8% | +4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $37.4M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $20.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $29.6M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $15.8M |
| XLKSelect Sector Spdr Tr | September 30, 2023 | +132.4% | $48.2M |
| LLYEli Lilly & Co | September 30, 2023 | +123.3% | $13.5M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $15.5M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2022 | +103.4% | $72.1M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $93.0M |
| IWFIshares Tr | June 30, 2023 | +80.5% | $13.4M |
Sold off last quarter
- Thomson Reuters CorpCUSIP 884903808 was $2.5M
- Honeywell Intl IncCUSIP 438516106 was $935K
- MLMMartin Marietta Matls Inc was $483K
- DTDynatrace Inc was $302K
- EQNREquinor Asa was $246K
- SLBSlb Limited was $236K
- NKENike Inc was $230K
- PDBCInvesco Actvely Mngd Etc Fd was $217K
- THROBlackrock Etf Trust was $216K
- EPIWisdomtree Tr was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prosperity Consulting Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910398&type=13F-HR&dateb=&owner=include&count=40CIK 1910398
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910398/000143774926027522/Filed August 13, 2026 · accession 0001437749-26-027522