Prosperity Consulting Group, LLC

$2.2B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1910398 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 524
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 42
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 21

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$6.9M	+10,435	$296M	$289M	431,739	442,174
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$12.5M	+117,348	$95.6M	$108M	995,723	1,113,071
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	ADD	+$4.4M	+90,875	$73.3M	$77.7M	1,279,949	1,370,824
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$4.2M	+714	$77.0M	$72.7M	125,306	126,020
position key `sid:sec:prov:55519c6ca1e80ac9a362cd98ad4885df` · issuer key `cusip6:464289` RUS TP200 GR ETF	ADD	+$17.1M	+91,472	$55.6M	$72.7M	200,596	292,068
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$4.2M	+2,758	$73.2M	$69.0M	269,257	272,015
position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910` MEGA CAP VAL ETF	ADD	+$1.9M	+3,621	$52.2M	$54.1M	369,475	373,096
position key `pos:13208` · issuer key `cusip6:46138G` NASDAQ 100 ETF	ADD	+$20.9M	+96,049	$31.4M	$52.4M	124,274	220,323
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	ADD	−$1.5M	+1,414	$52.4M	$50.8M	263,654	265,068
position key `sid:sec:prov:b058eb8ae00a9b90aca8057d6931e98e` · issuer key `cusip6:46434V` ULTRA SHORT DUR	ADD	+$5.0M	+98,141	$40.2M	$45.2M	795,433	893,574
position key `pos:12549` · issuer key `iss:1013` EAFE VALUE ETF	ADD	+$2.5M	+11,139	$40.6M	$43.1M	568,364	579,503
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	TRIM	−$844K	−6,165	$38.1M	$37.2M	380,971	374,806
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$771K	+1,401	$36.3M	$35.5M	53,253	54,654
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	−$1.8M	+7,683	$36.5M	$34.7M	253,712	261,395
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$344K	+2,384	$32.5M	$32.8M	111,957	114,341
position key `pos:11567` · issuer key `cusip6:33740F` FT VEST LADDERED	ADD	+$1.4M	+52,514	$29.5M	$30.8M	860,109	912,623
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$1.5M	+2,689	$30.1M	$28.6M	161,384	164,073
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$9.7M	−3,332	$35.9M	$26.3M	74,309	70,977
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$1.7M	+438	$22.9M	$21.2M	73,251	73,689
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.2M	+144	$22.7M	$20.5M	98,184	98,328
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	+$452K	−60,561	$19.5M	$20.0M	710,873	650,312
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$862K	+101	$19.5M	$18.7M	38,838	38,939
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	TRIM	−$1.6M	−364	$18.9M	$17.3M	153,501	153,137
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	ADD	+$805K	+1,945	$15.7M	$16.5M	111,161	113,106
position key `pos:10953` · issuer key `iss:1013` ISHS 5-10YR INVT	TRIM	−$513K	−5,757	$16.8M	$16.3M	312,319	306,562
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$1.5M	+1,056	$17.4M	$15.9M	50,287	51,343
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$550K	−790	$13.7M	$14.2M	98,201	97,411
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	TRIM	−$1.4M	−4,434	$14.8M	$13.5M	126,030	121,596
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$1.6M	−1,140	$15.1M	$13.4M	46,730	45,590
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$1.3M	−334	$14.6M	$13.2M	46,507	46,173
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$3.2M	+1,733	$9.3M	$12.4M	10,757	12,490
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$1.0M	−2,644	$12.5M	$11.4M	80,740	78,096
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	TRIM	−$2.0M	−13,481	$13.2M	$11.2M	240,955	227,474
position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `cusip6:46641Q` ULTRA SHRT ETF	TRIM	−$1.8M	−35,144	$12.9M	$11.2M	255,895	220,751
position key `sid:sec:prov:7bedc2b3344fa4eb910b9207c8f5d6c3` · issuer key `cusip6:33734H` SHS	TRIM	+$7.1K	−4,578	$10.8M	$10.8M	234,089	229,511
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	−$1.8M	−6,840	$12.6M	$10.8M	105,830	98,990
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	ADD	+$567K	+7,104	$10.0M	$10.6M	87,933	95,037
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$973K	+9,501	$9.4M	$10.4M	105,277	114,778
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	ADD	−$119K	+4,332	$10.5M	$10.3M	76,396	80,728
position key `sid:sec:prov:d8e584de0fcc7e9d15920d415f49dc36` · issuer key `cusip6:31609A` ENHANCED MID	ADD	−$16.4K	+2,858	$10.3M	$10.3M	283,664	286,522
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$3.0M	+121	$7.2M	$10.2M	60,070	60,191
position key `pos:12845` · issuer key `iss:1000` AEROSPACE DEFN	ADD	+$815K	+1,710	$9.2M	$10.0M	58,613	60,323
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	ADD	+$160K	+753	$9.8M	$9.9M	140,611	141,364
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	+$974K	+4,353	$8.9M	$9.9M	18,799	23,152
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$1.1M	+488	$10.8M	$9.7M	10,020	10,508
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$3.1M	+41,397	$6.5M	$9.6M	96,044	137,441
position key `sid:sec:prov:8c13ad54915c2dff5c6a4ec00f4c2ac4` · issuer key `cusip6:72201R` INTER MUN BD ACT	ADD	+$1.2M	+23,409	$8.2M	$9.4M	157,336	180,745
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	+$13.3K	−3,502	$9.2M	$9.2M	147,668	144,166
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$920K	+347	$7.6M	$8.5M	68,124	68,471
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$1.7M	−1,217	$9.9M	$8.2M	28,223	27,006
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$1.6M	−489	$9.7M	$8.1M	14,629	14,140
position key `pos:17423` · issuer key `iss:1982` US QTLY DIV GRT	TRIM	−$601K	−5,090	$8.7M	$8.1M	97,038	91,948
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$695K	+238	$6.9M	$7.6M	17,426	17,664
position key `sid:sec:prov:1492f9661b038177c0b21ff3a981965f` · issuer key `cusip6:336917` SHS	ADD	+$1.5M	+12,068	$5.9M	$7.4M	133,824	145,892
position key `sid:sec:prov:d97f42b79d0eee9ac3bc5b3169c53465` · issuer key `cusip6:464289` CORE 80/20 AGGRE	ADD	+$549K	+7,120	$6.8M	$7.3M	75,455	82,575
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	TRIM	−$902K	−21,150	$8.0M	$7.1M	169,885	148,735
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$307K	−705	$7.3M	$6.9M	32,995	32,290
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$977K	+1,007	$5.7M	$6.7M	18,702	19,709
position key `sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2` · issuer key `cusip6:69374H` US CASH COWS 100	TRIM	+$114K	−2,264	$6.4M	$6.5M	106,751	104,487
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$91.8K	−306	$6.6M	$6.5M	61,751	61,445
position key `sid:sec:prov:ef912dff846ec8e01a7c18bd575e3523` · issuer key `cusip6:46641Q` ULTRA SHT MUNCPL	TRIM	−$451K	−8,962	$6.9M	$6.5M	136,298	127,336
position key `sid:sec:prov:86a05bece61da25468cede151e19b06f` · issuer key `cusip6:464286` MSCI EURZONE ETF	ADD	+$3.8M	+62,173	$2.6M	$6.5M	40,944	103,117
position key `sid:sec:prov:48c22817d0282f6adb49db4d70f4dfa8` · issuer key `cusip6:27829F` COM	ADD	−$521K	+13,051	$6.9M	$6.4M	728,693	741,744
position key `pos:16930` · issuer key `iss:1981` EMG MKTS SMCAP	TRIM	−$201K	−8,680	$6.4M	$6.2M	112,149	103,469
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$843K	−1,614	$7.1M	$6.2M	20,503	18,889
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	ADD	+$368K	+5,067	$5.8M	$6.1M	73,188	78,255
position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `cusip6:81369Y` STATE STREET IND	TRIM	+$102	−1,598	$6.1M	$6.1M	39,109	37,511
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	ADD	+$1.9M	+8,638	$4.0M	$5.9M	18,836	27,474
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$532K	+12,727	$5.3M	$5.9M	115,823	128,550
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$1.8M	−1,769	$7.5M	$5.7M	25,408	23,639
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$270K	−2,751	$5.5M	$5.7M	78,031	75,280
position key `pos:18104` · issuer key `iss:233` COM	ADD	+$168K	+394	$5.6M	$5.7M	47,830	48,224
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$387K	−429	$6.1M	$5.7M	26,715	26,286
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	TRIM	−$111K	−1,738	$5.8M	$5.7M	60,485	58,747
position key `pos:18236` · issuer key `iss:1981` US SMALLCAP DIVD	TRIM	−$16.4K	−11,866	$5.5M	$5.5M	164,684	152,818
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$387K	−1,558	$5.8M	$5.4M	18,950	17,392
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	TRIM	−$22.7K	−254	$5.4M	$5.4M	22,027	21,773
position key `pos:13079` · issuer key `iss:1364` COM	TRIM	+$849K	−1,941	$4.5M	$5.3M	60,661	58,720
position key `sid:sec:prov:1ca2d64400ecaae8ebb48163bf36057b` · issuer key `cusip6:464289` CORE 60/40 BALAN	ADD	+$278K	+5,105	$5.0M	$5.2M	76,368	81,473
position key `pos:11944` · issuer key `iss:454` COM	TRIM	+$6.0K	−407	$5.2M	$5.2M	67,150	66,743
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$945K	+845	$4.1M	$5.0M	19,683	20,528
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	TRIM	+$242K	−2,083	$4.5M	$4.7M	105,517	103,434
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	ADD	+$2.7M	+12,962	$1.9M	$4.7M	9,066	22,028
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	TRIM	−$488K	−338	$5.1M	$4.6M	18,375	18,037
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$934K	+58	$5.5M	$4.6M	12,258	12,316
position key `sid:sec:prov:5c429580673062c7889d7a9b25b3a6b0` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$1.0M	−10,429	$5.5M	$4.4M	55,139	44,710
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$470K	−8,492	$3.9M	$4.3M	94,662	86,170
position key `pos:16114` · issuer key `iss:1682` COM	TRIM	+$64.4K	−445	$4.2M	$4.3M	12,152	11,707
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$75.0K	+1,342	$4.1M	$4.2M	55,369	56,711
position key `pos:11150` · issuer key `iss:1887` COM	TRIM	+$1.2M	−1,442	$2.9M	$4.1M	18,032	16,590
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$491K	+496	$4.5M	$4.0M	82,386	82,882
position key `sid:sec:prov:2ca9fa7939e913d15f6840dc7dfbd123` · issuer key `cusip6:464286` MSCI CDA ETF	ADD	+$2.4M	+43,505	$1.5M	$3.9M	28,459	71,964
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$1.4M	−863	$5.3M	$3.9M	31,089	30,226
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	−$139K	−1,265	$4.0M	$3.9M	20,950	19,685
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$272K	−1,525	$3.6M	$3.9M	29,166	27,641
position key `sid:sec:prov:4252b4f3709914f645284b0206172232` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$2.7M	+29,648	$1.1M	$3.8M	12,206	41,854
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	ADD	+$2.2M	+24,985	$1.5M	$3.7M	19,117	44,102
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	ADD	+$324K	+3,347	$3.3M	$3.7M	40,364	43,711
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	+$73.0K	−146	$3.6M	$3.6M	54,167	54,021
position key `sid:sec:prov:cae3ac1b14835277e5f4bc49acb361a1` · issuer key `cusip6:33739E` PFD SECS INC ETF	TRIM	−$148K	−2,860	$3.8M	$3.6M	207,904	205,044

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 58

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:039e3c20fd79cd6f8ad94d3b744b2e06` · issuer key `cusip6:92206C` VNG RUS3000IDX	NO CHANGE	−$310K	$7.3M	$7.0M	24,326	24,326
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
position key `pos:13166` · issuer key `iss:1000` LARGE CAP VALUE	NO CHANGE	+$84.5K	$1.8M	$1.8M	26,498	26,498
position key `sid:sec:prov:509dedad8eaca601fadd607c86b6e7ca` · issuer key `cusip6:33738D` SENIOR LN FD	NO CHANGE	−$38.9K	$1.7M	$1.6M	36,033	36,033
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	NO CHANGE	−$85.2K	$1.7M	$1.6M	5,341	5,341
position key `sid:sec:prov:8e106c3e6f135545ffc69fb607c93511` · issuer key `cusip6:677719` COM	NO CHANGE	+$135K	$1.4M	$1.5M	34,749	34,749
position key `sid:sec:prov:a20d6465c6416e7b91e8e0809bd1ac92` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	−$11.5K	$1.2M	$1.2M	20,601	20,601
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	NO CHANGE	+$525	$1.1M	$1.1M	3,748	3,748
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	NO CHANGE	−$129K	$1.2M	$1.0M	2,837	2,837
position key `sid:sec:prov:66f2225041aa890b27d77927a7e07ab5` · issuer key `cusip6:46436E` HIGH YLD CORP BD	NO CHANGE	−$12.4K	$1.0M	$1.0M	34,059	34,059
position key `pos:13489` · issuer key `cusip6:46654Q` NASDAQ EQT PREM	NO CHANGE	−$43.4K	$971K	$928K	16,711	16,711
position key `sid:sec:prov:c04f4a709587ee3b6f4517de7c078629` · issuer key `cusip6:33740U` FT VEST US EQT	NO CHANGE	−$20.0K	$937K	$917K	16,760	16,760
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	NO CHANGE	+$13.2K	$847K	$860K	3,283	3,283
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	NO CHANGE	−$13.1K	$868K	$855K	9,220	9,220
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	NO CHANGE	+$16.7K	$797K	$814K	10,838	10,838
position key `sid:sec:prov:e0aa83231b936e5524ad61f256aa1247` · issuer key `cusip6:46436E` INVT GRD CORP BD	NO CHANGE	−$11.6K	$758K	$746K	30,855	30,855
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	NO CHANGE	−$7.4K	$736K	$729K	14,580	14,580
position key `sid:sec:prov:fe5eb8b268e9feaf1eb9cb1be41aa536` · issuer key `cusip6:025072` DIVERSIFIED MU	NO CHANGE	−$4.8K	$731K	$727K	14,517	14,517
position key `pos:15985` · issuer key `iss:2059` LP INT UNIT	NO CHANGE	+$26.5K	$668K	$694K	19,227	19,227
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	NO CHANGE	−$55.4K	$745K	$689K	988	988
position key `sid:sec:prov:7a14ba8ea037df912f1dcc80154f8e23` · issuer key `cusip6:46138E` S&P MIDCP LOW	NO CHANGE	+$6.2K	$638K	$644K	10,228	10,228
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NO CHANGE	+$13.4K	$520K	$533K	2,455	2,455
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$15.8K	$496K	$512K	3,458	3,458
position key `pos:17416` · issuer key `iss:1000` S&P500 EQL TEC	NO CHANGE	−$2.8K	$505K	$502K	11,090	11,090
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	NO CHANGE	−$871	$465K	$464K	4,354	4,354
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	NO CHANGE	+$9.5K	$427K	$437K	708	708
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$16.0K	$442K	$426K	919	919
position key `sid:sec:prov:fa4f9760bf803303127a827bd443ab81` · issuer key `cusip6:33740U` FT VEST US EQT	NO CHANGE	+$4.6K	$417K	$421K	9,381	9,381
position key `pos:13868` · issuer key `iss:410` COM	NO CHANGE	+$114K	$302K	$416K	5,138	5,138
position key `sid:sec:prov:e30031e0ecd5433907591c91b0c97f33` · issuer key `cusip6:108621` COM	NO CHANGE	+$3.8K	$391K	$394K	22,278	22,278
position key `sid:sec:prov:3b1f327d1d059c1670469440628b163d` · issuer key `cusip6:33733E` NAS CLNEDG GREEN	NO CHANGE	+$15.9K	$378K	$394K	8,470	8,470
position key `sid:sec:prov:d6a988ac64d2d22e50a285b0d60560cc` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	−$9.8K	$366K	$356K	7,461	7,461
position key `pos:15131` · issuer key `iss:87` COM	NO CHANGE	−$69.5K	$414K	$344K	1,041	1,041
position key `pos:14883` · issuer key `iss:1840` COM	NO CHANGE	−$49.2K	$384K	$335K	1,731	1,731
position key `pos:13819` · issuer key `iss:1013` NEW YORK MUN ETF	NO CHANGE	−$2.5K	$337K	$335K	6,300	6,300
position key `sid:sec:prov:4f34fedb978717584f7f05a1e4d8f1f6` · issuer key `cusip6:33740F` FT VEST US	NO CHANGE	−$6.8K	$333K	$326K	7,673	7,673
position key `sid:sec:prov:c7b176172dd4b9b47526fcdb3ac99b32` · issuer key `cusip6:68243Q` CL A	NO CHANGE	−$90.8K	$401K	$310K	102,005	102,005
position key `pos:10822` · issuer key `iss:438` COM NEW	NO CHANGE	+$97.4K	$212K	$309K	1,090	1,090
position key `sid:sec:prov:16515ef3e2dd0daabf892047e7e102eb` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	+$3.4K	$287K	$290K	7,173	7,173
position key `sid:sec:prov:d5c14ea6c1a879798bb717c17f515397` · issuer key `cusip6:464289` RUS TP200 VL ETF	NO CHANGE	+$2.5K	$285K	$288K	3,105	3,105
position key `sid:sec:prov:21b52f021d271e95687afa4c97fba18b` · issuer key `cusip6:33740U` FT VEST INT JUNE	NO CHANGE	+$1.2K	$285K	$286K	11,104	11,104
position key `sid:sec:prov:dbad887a5f1987a2a1d09827f43291b4` · issuer key `cusip6:33738R` NASD TECH DIV	NO CHANGE	−$9.4K	$285K	$275K	2,940	2,940
position key `sid:sec:prov:69e87c4edf5db7efd07fa5bff2ef4aa3` · issuer key `cusip6:33740F` FT VEST NAS	NO CHANGE	−$8.6K	$261K	$252K	8,020	8,020
position key `sid:sec:prov:76a113f97763debac4a028fa78797658` · issuer key `cusip6:33740U` FT VEST US EQT	NO CHANGE	−$6.0K	$250K	$244K	4,840	4,840
position key `pos:10164` · issuer key `iss:1000` S&P500 QUALITY	NO CHANGE	+$452	$243K	$243K	3,233	3,233
position key `sid:sec:prov:db5d6643b183a491fb10fea359fec393` · issuer key `cusip6:33740F` FT VEST U.S EQT	NO CHANGE	+$4.1K	$226K	$230K	5,519	5,519
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	NO CHANGE	−$12.9K	$240K	$227K	833	833
position key `pos:11810` · issuer key `iss:1633` 1000 INDEX ETF	NO CHANGE	−$10.4K	$231K	$221K	7,042	7,042
position key `sid:sec:prov:f40e2a162a98bfcb8cb32a70bdb8be9e` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	−$2.7K	$223K	$220K	4,175	4,175
position key `sid:sec:prov:9f1c99a8a49b91aff60b5bc45f99fb18` · issuer key `cusip6:33740F` FT VEST U.S EQT	NO CHANGE	−$1.2K	$221K	$220K	5,350	5,350
position key `pos:12494` · issuer key `iss:1000` WILDERHIL CLAN	NO CHANGE	+$7.2K	$211K	$218K	6,899	6,899
position key `sid:sec:prov:2bffae26b2998aed8120626c19febb5a` · issuer key `cusip6:885213` COM	NO CHANGE	+$10.5K	$201K	$211K	10,000	10,000
position key `pos:10534` · issuer key `iss:1213` COM	NO CHANGE	−$34.8K	$245K	$211K	122	122
position key `pos:13082` · issuer key `iss:196` COM	NO CHANGE	−$12.1K	$222K	$210K	1,076	1,076
position key `sid:sec:prov:6f46076f0f5ba232a3c327496855c4ee` · issuer key `cusip6:46438G` LARGE CAP MAX BU	NO CHANGE	−$776	$209K	$208K	7,827	7,827
position key `sid:sec:prov:519902191eab5520c75b9ee010e71ebf` · issuer key `cusip6:92204A` CONSUM DIS ETF	NO CHANGE	−$19.7K	$222K	$202K	564	564
position key `pos:15237` · issuer key `iss:1512` COM CL A	NO CHANGE	−$115K	$298K	$182K	28,554	28,554
position key `sid:sec:prov:8fc7477544a1a33fe002d5f15f0e919d` · issuer key `cusip6:M4130Y` COM	NO CHANGE	+$4.0K	$12.4K	$16.4K	17,647	17,647

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 372 issuers · $2.2B disclosed value over 524 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

22 positions · 22 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$289M	442,174
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$108M	1,113,071
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$37.2M	374,806
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$17.3M	153,137
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$16.5M	113,106
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$10.3M	80,728
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$9.9M	23,152
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$5.9M	27,474
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$5.7M	58,747
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$5.4M	21,773
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$4.7M	22,028
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$3.6M	54,021
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$3.1M	9,581
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$3.1M	21,976
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$2.3M	6,404
ISHARES TR · MORNINGSTAR GRWT CUSIP — src ↗	$1.6M	17,233
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.4M	9,235
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$1.1M	6,897
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$1.1M	18,594
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$780K	9,443
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$598K	6,269
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$257K	808

ticker not yet mapped

$529M

2,590,657

23.5%

—

J P MORGAN EXCHANGE TRADED F

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$77.7M	1,370,824
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$11.2M	220,751
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$6.5M	127,336
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$729K	14,580

ticker not yet mapped

$96.1M

1,733,491

4.3%

—

SELECT SECTOR SPDR TR

9 positions · 9 reported rows

Rows Prosperity Consulting Group, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$34.7M	261,395
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$13.5M	121,596
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$11.4M	78,096
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$11.2M	227,474
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$10.8M	98,990
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$6.1M	37,511
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$4.7M	103,434
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$1.1M	12,899
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$895K	14,612

ticker not yet mapped

$94.5M

956,007

4.2%

—

ISHARES TR

6 positions · 6 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS TP200 GR ETF CUSIP 464289438 src ↗	$72.7M	292,068
ISHARES TR · CORE 80/20 AGGRE CUSIP 464289859 src ↗	$7.3M	82,575
ISHARES TR · CORE 60/40 BALAN CUSIP 464289867 src ↗	$5.2M	81,473
ISHARES TR · CORE 40/60 MODER CUSIP 464289875 src ↗	$1.4M	29,028
ISHARES TR · CORE 30/70 CONSE CUSIP 464289883 src ↗	$580K	14,536
ISHARES TR · RUS TP200 VL ETF CUSIP 464289420 src ↗	$288K	3,105

ticker not yet mapped

$87.5M

502,785

3.9%

—

ISHARES TR

13 positions · 13 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$43.1M	579,503
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$16.3M	306,562
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$10.6M	95,037
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$6.5M	61,445
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$2.8M	40,873
ISHARES TR · MRNING SM CP ETF CUSIP — src ↗	$2.4M	34,637
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$2.1M	26,691
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$1.5M	16,058
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$464K	4,354
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$392K	7,357
ISHARES TR · NEW YORK MUN ETF CUSIP — src ↗	$335K	6,300
ISHARES TR · MBS ETF CUSIP — src ↗	$238K	2,508
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$206K	2,046

ticker not yet mapped

$87.0M

1,183,371

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$72.7M

126,020

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$69.0M	272,015
APPLE INC · COM · PUT CUSIP — src ↗	$457K	1,800

$69.5M

273,815

3.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$50.8M	265,068
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$10.4M	114,778
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$251K	1,047
ISHARES TR · CORE 1 5 YR USD CUSIP 46432F859 src ↗	$231K	4,768

ticker not yet mapped

$61.7M

385,661

2.7%

—

ISHARES TR

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$45.2M	893,574
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$9.9M	141,364
ISHARES TR · 0-5YR HI YL CP CUSIP — src ↗	$3.4M	79,658
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$753K	16,296

ticker not yet mapped

$59.3M

1,130,892

2.6%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows Prosperity Consulting Group, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$32.8M	114,341
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$4.6M	18,037
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$3.9M	19,685
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$3.4M	10,648
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$3.3M	5,573
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$2.5M	13,476
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$2.0M	4,627
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$1.6M	5,341
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.1M	3,748
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$860K	3,283
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$631K	3,065
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$533K	2,455

ticker not yet mapped

$57.3M

204,279

2.6%

—

VANGUARD WORLD FD

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MEGA CAP VAL ETF CUSIP 921910840 src ↗	$54.1M	373,096
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$1.0M	2,837

ticker not yet mapped

$55.1M

375,933

2.5%

—

INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$52.4M

220,323

2.3%

—

FIRST TR EXCHNG TRADED FD VI

17 positions · 17 reported rows

Rows Prosperity Consulting Group, LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$30.8M	912,623
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S. CUSIP 33740F854 src ↗	$2.7M	62,767
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F722 src ↗	$1.2M	20,601
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F623 src ↗	$853K	16,914
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F862 src ↗	$589K	11,372
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F680 src ↗	$443K	10,076
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F664 src ↗	$356K	7,461
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F698 src ↗	$355K	7,595
FIRST TR EXCHNG TRADED FD VI · FT VEST US CUSIP 33740F631 src ↗	$326K	7,673
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F763 src ↗	$293K	5,240
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F458 src ↗	$290K	7,173
FIRST TR EXCHNG TRADED FD VI · FT VEST NAS CUSIP 33740F649 src ↗	$252K	8,020
FIRST TR EXCHNG TRADED FD VI · FT VEST UQ EQT CUSIP 33740F672 src ↗	$233K	5,355
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F615 src ↗	$232K	5,483
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F482 src ↗	$230K	5,519
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F748 src ↗	$220K	4,175
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F441 src ↗	$220K	5,350

ticker not yet mapped

$39.6M

1,103,397

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$35.5M	54,654
STATE STR SPDR S&P 500 ETF T · TR UNIT · CALL CUSIP — src ↗	$715K	1,100

$36.3M

55,754

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$21.2M	73,689
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$13.2M	46,173

$34.4M

119,862

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$28.6M

164,073

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$26.3M

70,977

1.2%

—

INVESCO EXCHANGE TRADED FD T

9 positions · 9 reported rows

Rows Prosperity Consulting Group, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$10.0M	60,323
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$7.1M	148,735
INVESCO EXCHANGE TRADED FD T · S&P MDCP400 PR CUSIP — src ↗	$2.2M	40,157
INVESCO EXCHANGE TRADED FD T · LARGE CAP VALUE CUSIP — src ↗	$1.8M	26,498
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$608K	3,167
INVESCO EXCHANGE TRADED FD T · S&P500 EQL TEC CUSIP — src ↗	$502K	11,090
INVESCO EXCHANGE TRADED FD T · DORSEY WRIGHT HE CUSIP — src ↗	$277K	5,647
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$243K	3,233
INVESCO EXCHANGE TRADED FD T · WILDERHIL CLAN CUSIP — src ↗	$218K	6,899

ticker not yet mapped

$23.0M

305,749

1.0%

—

SCHWAB STRATEGIC TR

5 positions · 5 reported rows

Rows Prosperity Consulting Group, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$20.0M	650,312
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$1.1M	36,212
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$678K	23,291
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$546K	21,293
SCHWAB STRATEGIC TR · 1000 INDEX ETF CUSIP — src ↗	$221K	7,042

ticker not yet mapped

$22.4M

738,150

1.0%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$18.7M	38,939
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5

$22.3M

38,944

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$20.5M

98,328

0.9%

—

SPDR SERIES TRUST

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$14.2M	97,411
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.4M	24,680
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.0M	26,408
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.5M	49,965

ticker not yet mapped

$20.1M

198,464

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$15.9M

51,343

0.7%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$7.0M	24,326
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$3.5M	32,128
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$3.4M	33,938
VANGUARD SCOTTSDALE FDS · VNG RUS2000GRW CUSIP 92206C623 src ↗	$1.2M	5,422

ticker not yet mapped

$15.2M

95,814

0.7%

—

WISDOMTREE TR

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · EMG MKTS SMCAP CUSIP — src ↗	$6.2M	103,469
WISDOMTREE TR · US SMALLCAP DIVD CUSIP — src ↗	$5.5M	152,818
WISDOMTREE TR · US MIDCAP DIVID CUSIP — src ↗	$2.0M	38,061
WISDOMTREE TR · INDIA ERNGS FD CUSIP — src ↗	$215K	5,267

ticker not yet mapped

$13.9M

299,615

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$13.4M

45,590

0.6%

—

ISHARES INC

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$9.6M	137,441
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$3.7M	44,102

ticker not yet mapped

$13.3M

181,543

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$12.4M

12,490

0.6%

—

ISHARES INC

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI EURZONE ETF CUSIP 464286608 src ↗	$6.5M	103,117
ISHARES INC · MSCI CDA ETF CUSIP 464286509 src ↗	$3.9M	71,964
ISHARES INC · MSCI PAC JP ETF CUSIP 464286665 src ↗	$1.8M	33,494
ISHARES INC · MSCI WORLD ETF CUSIP 464286392 src ↗	$219K	1,218

ticker not yet mapped

$12.4M

209,793

0.6%

—

FIRST TR EXCHANGE-TRADED FD · SHS CUSIP 33734H106
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$10.8M

229,511

0.5%

—

PIMCO ETF TR

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · INTER MUN BD ACT CUSIP 72201R866 src ↗	$9.4M	180,745
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$946K	10,246

ticker not yet mapped

$10.4M

190,991

0.5%

—

VANGUARD BD INDEX FDS

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$6.1M	78,255
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$4.2M	56,711

ticker not yet mapped

$10.3M

134,966

0.5%

—

FIDELITY COVINGTON TRUST · ENHANCED MID CUSIP 31609A503
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$10.3M

286,522

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$10.2M

60,191

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$9.7M

10,508

0.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$9.2M

144,166

0.4%

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows Prosperity Consulting Group, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R523 src ↗	$4.4M	44,710
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$3.8M	41,854
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R812 src ↗	$403K	2,348

ticker not yet mapped

$8.7M

88,912

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$8.5M

68,471

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$8.2M

27,006

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$8.1M

14,140

0.4%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$8.1M

91,948

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.6M

17,664

0.3%

—

FIRST TR EXCHANGE-TRADED FD · SHS CUSIP 336917109
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$7.4M

145,892

0.3%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$6.9M

32,290

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.7M

19,709

0.3%

—

PACER FDS TR · US CASH COWS 100 CUSIP 69374H881
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$6.5M

104,487

0.3%

—

EATON VANCE TAX-MANAGED GLOB · COM CUSIP 27829F108
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$6.4M

741,744

0.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$3.7M	43,711
ISHARES TR · MSCI UK ETF NEW CUSIP 46435G334 src ↗	$2.1M	46,959
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$558K	5,832

ticker not yet mapped

$6.4M

96,502

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.2M

18,889

0.3%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$5.9M

128,550

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.7M

23,639

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.7M

75,280

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK NEW YORK MELLON CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.7M

48,224

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.7M

26,286

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.4M

17,392

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ONEOK INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.3M

58,720

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.2M

66,743

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.0M

20,528

0.2%

—

FIRST TR EXCHANGE-TRADED FD

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · NO AMER ENERGY CUSIP 33738D101 src ↗	$3.4M	77,658
FIRST TR EXCHANGE-TRADED FD · SENIOR LN FD CUSIP 33738D309 src ↗	$1.6M	36,033

ticker not yet mapped

$5.0M

113,691

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.6M

12,316

0.2%

—

AMERICAN CENTY ETF TR

3 positions · 3 reported rows

Rows Prosperity Consulting Group, LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$2.7M	33,055
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$971K	9,727
AMERICAN CENTY ETF TR · DIVERSIFIED MU CUSIP 025072505 src ↗	$727K	14,517

ticker not yet mapped

$4.4M

57,299

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.3M

86,170

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SNAP ON INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.3M

11,707

0.2%

—

FIRST TR EXCHANGE-TRADED FD

3 positions · 3 reported rows

Rows Prosperity Consulting Group, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · HLTH CARE ALPH CUSIP 33734X143 src ↗	$1.6M	14,305
FIRST TR EXCHANGE-TRADED FD · NASDAQ CYB ETF CUSIP 33734X846 src ↗	$1.4M	22,618
FIRST TR EXCHANGE-TRADED FD · INDLS PROD DUR CUSIP 33734X150 src ↗	$1.2M	15,309

ticker not yet mapped

$4.2M

52,232

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.1M

16,590

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.0M

82,882

0.2%

—

INVESCO EXCH TRADED FD TR II

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 src ↗	$2.4M	32,481
INVESCO EXCH TRADED FD TR II · S&P MIDCP LOW CUSIP 46138E198 src ↗	$644K	10,228
INVESCO EXCH TRADED FD TR II · PFD ETF CUSIP 46138E511 src ↗	$530K	48,719
INVESCO EXCH TRADED FD TR II · EMRNG MKT SVRG CUSIP 46138E784 src ↗	$464K	22,217

ticker not yet mapped

$4.0M

113,645

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.9M

30,226

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.9M

27,641

0.2%

—

FIRST TR EXCH TRADED FD III · PFD SECS INC ETF CUSIP 33739E108
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$3.6M

205,044

0.2%

—

FIRST TR EXCHNG TRADED FD VI

6 positions · 6 reported rows

Rows Prosperity Consulting Group, LLC reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S. CUSIP 33740U406 src ↗	$1.5M	33,249
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U208 src ↗	$917K	16,760
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U885 src ↗	$421K	9,381
FIRST TR EXCHNG TRADED FD VI · FT VEST INT JUNE CUSIP 33740U869 src ↗	$286K	11,104
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U653 src ↗	$247K	6,374
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740U307 src ↗	$244K	4,840

ticker not yet mapped

$3.6M

81,708

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.6M

21,500

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.5M

24,190

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.3M

14,227

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.2M

20,105

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.2M

12,989

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

16,209

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEC ENERGY GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

26,832

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

25,632

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

6,125

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAP SE · SPON ADR CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

17,845

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.0M

4,254

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATSCO INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.9M

8,105

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$1.3M	9,636
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$855K	9,220
ISHARES TR · US TREAS BD ETF CUSIP 46429B267 src ↗	$507K	22,139
ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747 src ↗	$271K	2,621

ticker not yet mapped

$2.9M

43,616

0.1%

—

VANECK ETF TRUST

2 positions · 2 reported rows

Rows Prosperity Consulting Group, LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · VANECK SHRT MUNI CUSIP 92189F528 src ↗	$1.8M	103,159
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$1.1M	12,339

ticker not yet mapped

$2.9M

115,498

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA HEALTHCARE INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.9M

6,058

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Prosperity Consulting Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · HIGH YLD CORP BD CUSIP 46436E320 src ↗	$1.0M	34,059
ISHARES TR · INVT GRD CORP BD CUSIP 46436E288 src ↗	$746K	30,855
ISHARES TR · ESG SELECT SCRE CUSIP 46436E569 src ↗	$692K	14,069
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$392K	3,891

ticker not yet mapped

$2.8M

82,874

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.8M

3,148

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.8M

9,177

0.1%

—

FIRST TR EXCHANGE-TRADED FD

3 positions · 3 reported rows

Rows Prosperity Consulting Group, LLC reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · CAP STRENGTH ETF CUSIP 33733E104 src ↗	$1.7M	18,698
FIRST TR EXCHANGE-TRADED FD · NY ARCA BIOTECH CUSIP 33733E203 src ↗	$619K	3,081
FIRST TR EXCHANGE-TRADED FD · NAS CLNEDG GREEN CUSIP 33733E500 src ↗	$394K	8,470

ticker not yet mapped

$2.7M

30,249

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.7M

94,126

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARES MANAGEMENT CORPORATION · CL A COM STK CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.7M

24,616

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REPUBLIC SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.6M

11,999

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.5M

8,711

0.1%

—

BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$2.5M

48,529

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.5M

12,117

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRITISH AMERN TOB PLC · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.5M

42,322

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THOMSON REUTERS CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.5M

27,357

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.3M

11,472

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NASDAQ INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.3M

27,431

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 57.4%below median 80.0%
Concentration index: 284 bpsbelow median 446 bps
Positions with value: 524 / 524median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 57.4% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 284 · QoQ moves: 545

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Prosperity Consulting Group, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).