Prosperity Consulting Group, LLC

CIK 0001910398 · Q1 2026

13F Equity AUM

$2.2B

+1.1% QoQ

Positions

519

+16 QoQ

AUM Rank

#1,678

Top 14%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #5,650 · Top 69%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 27.6%Top 10: 39.7%Top 20: 53.5%

IVV12.8%

EFA4.8%

JEPI3.5%

NDQ3.2%

IWY3.2%

AAPL3.1%

MGV2.4%

QQQM2.3%

QUAL2.3%

ICSH2.0%

Others (509)60.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.6%

Technology8.7%

Communication Services2.6%

Healthcare2.2%

Consumer Cyclical2.2%

Other7.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 519Median: 0.04%Avg: 0.19%

0–0.5%

487(38.3%)

0.5–1%

14(10.0%)

1–3%

12(21.0%)

3–5%

5(17.8%)

5%+

1(12.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 496Unique: 23vs 20 funds

6.8%Low

519

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

9.3%

BANK OF AMERICA CORP /DE/

10.1%

9.7%

14.2%

10.2%

8.6%

VANGUARD CAPITAL MANAGEMENT LLC

7.8%

GEODE CAPITAL MANAGEMENT, LLC

7.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New37Increased213Decreased211Exited21

New Positions

NWG0.1%

+70K

XVV0.0%

+14K

HLT0.0%

+2K

AZN0.0%

+3K

ESGD0.0%

+6K

GLW0.0%

+2K

IBKR0.0%

+5K

MDB0.0%

+1K

MTUM0.0%

+1K

BAI0.0%

+8K

Increased

EFA4.8%

+117K(+12%)

ICSH2.0%

+98K(+12%)

QQQM2.3%

+96K(+77%)

IWY3.2%

+91K(+46%)

JEPI3.5%

+91K(+7%)

EZU0.3%

+62K(+152%)

BUFR1.4%

+53K(+6%)

EWC0.2%

+44K(+153%)

IEMG0.4%

+41K(+43%)

BIL0.2%

+30K(+243%)

Decreased

EPI0.0%

-79,458(-94%)

SCHD0.9%

-60,561(-9%)

JPST0.5%

-35,144(-14%)

UL0.0%

-26,274(-76%)

XLP0.1%

-25,781(-67%)

SNY0.0%

-23,607(-81%)

PRF0.3%

-21,150(-12%)

GSBD0.0%

-19,682(-45%)

MRK0.1%

-16,066(-39%)

TRY0.0%

-15,608(-33%)

Exited

-20,838

-25,435

-14,034

-4,432

-7,619

-9,605

-3,920

-5,360

-2,747

-958

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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