Prosperity Consulting Group, LLC ETF holdings
Owings Mills, MD
Reported $1.9B in 230 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.9B
ETFs held
230
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
70.8%
of $2.6B
Top 10 of 230 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $323.9M | 432,475 | −9,699 shares |
| EFA | iShares MSCI EAFE ETF | $119.7M | 1,151,840 | +38,769 shares |
| QQQ | Invesco QQQ Trust | $93.0M | 126,343 | +323 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $79.1M | 1,401,148 | +30,324 shares |
| QQQM | Invesco NASDAQ 100 ETF | $72.1M | 237,933 | +17,610 shares |
| IWY | iShares Russell Top 200 Growth ETF | $71.6M | 246,540 | −45,528 shares |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $63.2M | 386,443 | +13,347 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $48.2M | 253,075 | −8,320 shares |
| EFV | iShares MSCI EAFE Value ETF | $47.9M | 626,287 | +46,784 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $41.5M | 55,631 | +977 shares |
220 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910398. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Prosperity Consulting Group, LLC own?
Prosperity Consulting Group, LLC reported 230 ETF positions worth $1.9B in its Form 13F for June 30, 2026. The largest was IVV, at $323.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.