Prosperity Advisers, LLC

Registered adviser

CIK

2042930

Location

FORT WASHINGTON, PA

Portfolio Value

Small $143,902,522

Diversification

Highly concentrated

Filing Date

Global Rank

#7,680 / 8,827 ▲ 1 · as of Jun 2026

Top Industry

Semiconductors 23.2%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 282998

Roster of Nov 1, 2026

Regulatory AUM

$375,770,956

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$375,770,956	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$300,812,331	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$250,753,313	Individuals and high net worth (100%)
May 2023 to Mar 2024	$181,757,768	Individuals and high net worth (100%)
Apr 2023	$181,757,768	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$180,560,000	Individuals and high net worth (100%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.6% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 88.5%; sector active share 79.1% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

46 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

48.9%

−0.4 pts

Top 5

86.3%

−0.8 pts

Top 10

91.8%

−0.8 pts

HHI

3,143

Highly concentrated−59

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.0%	$132,406,232	28
Technology	4.4%	$6,377,509	7
Consumer Cyclical	1.4%	$2,008,983	3
Communication Services	1.1%	$1,595,989	3
Utilities	0.5%	$706,405	2
Financial Services	0.4%	$545,632	2
Industrials	0.2%	$261,772	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+18,760	536,893	$37,910,014
VUG	VANGUARD GROWTH INDEX FUND	+10,511	206,828	$18,637,271
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+10,243	151,889	$9,008,536
DFIC	Dimensional International Core Equity 2 ETF	+6,685	17,584	$661,334
DFLV	Dimensional US Large Cap Value ETF	+6,656	19,338	$776,807
VTV	VANGUARD VALUE INDEX FUND	+4,462	89,314	$19,298,969
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+3,452	89,678	$2,446,415
VB	Vanguard Index Funds	+1,412	33,972	$9,664,694
DFAE	Dimensional Emerging Core Equity Market ETF	+1,391	6,749	$265,303
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+1,149	23,652	$1,164,151
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+994	28,273	$2,184,089
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+761	27,893	$2,184,300
DFAI	Dimensional International Core Equity Market ETF	+758	11,086	$459,292
MU	Micron Technology Inc	+408	922	$982,031
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+88	3,362	$422,502
PEG	Public Service Enterprise Group Inc	+87	4,431	$298,383
AMZN	Amazon Com Inc	+54	3,694	$920,360
MSFT	Microsoft Corp	+53	1,663	$852,952
META	Meta Platforms, Inc.	+21	704	$510,526
GLD	Spdr Gold Trust	+13	1,031	$392,646
BR	Broadridge Financial Solutions, Inc.	+11	1,729	$278,541
GOOG	Alphabet Inc.	+4	2,196	$748,265
SPY	Spdr S&P 500 ETF Trust	+1	296	$225,738
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SHV	iShares 0-1 Year Treasury Bond ETF	−4,505	10,389	$1,146,114
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−872	49,969	$18,700,398
NVDA	Nvidia Corp	−704	6,345	$1,449,071
AAPL	Apple Inc.	−88	4,044	$1,346,732
TSLA	Tesla, Inc.	−68	2,276	$807,547
HD	Home Depot, Inc.	−48	988	$281,076
ED	Consolidated Edison Inc	−45	3,992	$408,022
ADP	Automatic Data Processing Inc	−45	4,763	$1,229,139
JPM	Jpmorgan Chase & Co	−37	710	$234,889
GOOGL	Alphabet Inc.	−6	980	$337,198
VOO	VANGUARD 500 INDEX FUND	−1	5,176	$3,627,651
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AVUS	Avantis U.S. Equity ETF	4,733	$606,249
AVUV	Avantis U.S. Small Cap Value ETF	3,529	$415,610
AVIV	Avantis International Large Cap Value ETF	3,592	$286,030
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	5,367	$213,177
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	380	$242,713
DFSV	Dimensional US Small Cap Value ETF	5,433	$210,746
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $143,902,522 total · filing declares 46 positions · $143,916,006 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	536,893	+18,760	$37,910,014	+2.7%	26.34%
VTV	VANGUARD VALUE INDEX FUND	Added	89,314	+4,462	$19,298,969	+4.4%	13.41%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	49,969	-872	$18,700,398	−0.6%	13.00%
VUG	VANGUARD GROWTH INDEX FUND	Added	206,828	+10,511	$18,637,271	+10.2%	12.95%
VB	Vanguard Index Funds	Added	33,972	+1,412	$9,664,694	−2.1%	6.72%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	151,889	+10,243	$9,008,536	+6.5%	6.26%
VOO	VANGUARD 500 INDEX FUND	Reduced	5,176	-1	$3,627,651	+2.0%	2.52%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	89,678	+3,452	$2,446,415	−0.1%	1.70%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	27,893	+761	$2,184,300	−2.6%	1.52%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	28,273	+994	$2,184,089	+1.3%	1.52%
NVDA	Nvidia Corp Technology	Reduced	6,345	-704	$1,449,071	+2.7%	1.01%
AAPL	Apple Inc. Technology	Reduced	4,044	-88	$1,346,732	+12.6%	0.94%
ADP	Automatic Data Processing Inc Technology	Reduced	4,763	-45	$1,229,139	+14.2%	0.85%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	23,652	+1,149	$1,164,151	+3.0%	0.81%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	10,389	-4,505	$1,146,114	−30.3%	0.80%
MU	Micron Technology Inc Technology	Added	922	+408	$982,031	+65.5%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,694	+54	$920,360	+6.1%	0.64%
MSFT	Microsoft Corp Technology	Added	1,663	+53	$852,952	+42.0%	0.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,276	-68	$807,547	−18.1%	0.56%
DFLV	Dimensional US Large Cap Value ETF	Added	19,338	+6,656	$776,807	+54.9%	0.54%
GOOG	Alphabet Inc. Communication Services	Added	2,196	+4	$748,265	−3.4%	0.52%
DFIC	Dimensional International Core Equity 2 ETF	Added	17,584	+6,685	$661,334	+62.9%	0.46%
AVUS	Avantis U.S. Equity ETF	NEW	4,733	NEW	$606,249	NEW	0.42%
VIG	Vanguard Specialized Funds	Held	2,226	0	$519,348	−1.4%	0.36%
META	Meta Platforms, Inc. Communication Services	Added	704	+21	$510,526	+32.7%	0.35%
DFAI	Dimensional International Core Equity Market ETF	Added	11,086	+758	$459,292	+7.8%	0.32%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	3,362	+88	$422,502	+8.0%	0.29%
AVUV	Avantis U.S. Small Cap Value ETF	NEW	3,529	NEW	$415,610	NEW	0.29%
ED	Consolidated Edison Inc Utilities	Reduced	3,992	-45	$408,022	−8.6%	0.28%
GLD	Spdr Gold Trust	Added	1,031	+13	$392,646	+4.7%	0.27%
VO	VANGUARD MID-CAP INDEX FUND	Held	4,760	0	$373,279	−2.7%	0.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	980	-6	$337,198	−4.3%	0.23%
QQQ	Invesco Qqq Trust, Series 1	Held	450	0	$332,896	+0.5%	0.23%
WSFS	Wsfs Financial Corp Financial Services	Held	4,112	0	$310,743	−1.5%	0.22%
PEG	Public Service Enterprise Group Inc Utilities	Added	4,431	+87	$298,383	−15.4%	0.21%
AVIV	Avantis International Large Cap Value ETF	NEW	3,592	NEW	$286,030	NEW	0.20%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	988	-48	$281,076	−23.1%	0.20%
BR	Broadridge Financial Solutions, Inc. Technology	Added	1,729	+11	$278,541	+18.4%	0.19%
IVV	iShares Core S&P 500 ETF	Held	363	0	$278,003	+2.3%	0.19%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	6,749	+1,391	$265,303	+23.1%	0.18%
BA	Boeing Co Industrials	Held	1,407	0	$261,772	−14.1%	0.18%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	524	0	$239,043	−4.5%	0.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	710	-37	$234,889	−3.9%	0.16%
SPY	Spdr S&P 500 ETF Trust	Added	296	+1	$225,738	+2.5%	0.16%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	NEW	5,367	NEW	$213,177	NEW	0.15%
DFUS	Dimensional U.S. Equity Market ETF	Held	2,474	0	$205,416	+1.3%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.