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Home > Institutional Investor > Prosperitas Financial Llc > Profile

Instuitional Investor - Prosperitas Financial Llc

Fund Profile
Filing Period:
Fund Name: Prosperitas Financial Llc
Portfolio Value $268,417,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 440,302 $12,825,991 4.78%
2.
Vanguard Index Fds - VALUE ETF
 64,480 $12,651,031 4.71%
3.
Apple Inc.
 AAPL 48,067 $12,199,011 4.54%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 19,669 $11,752,986 4.38%
5.
Alphabet Inc.
 GOOGL 40,676 $11,696,720 4.36%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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