Managers / Q2 2022 · view latest →
Prosperity Consulting Group, LLC
CIK 0001910398 · 10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, 21117 · 410-363-7211
Reported Value
$115M
Q2 2022
Positions
88
Filings on Record
18
2019–present window
Filed
Jul 25, 2022
original filing
Summary
Prosperity Consulting Group, Llc reported $115M in U.S.-listed holdings across 88 positions for Q2 2022.
Its largest position, IVV, represents 14.3% of the portfolio.
Compared with Q1 2022, the fund opened 3 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.2B | 524 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.2B | 503 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.0B | 491 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 448 | Aug 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 459 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 463 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 458 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $737M | 303 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $798M | 352 | May 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $299M | 202 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $218M | 147 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $163M | 105 | Jul 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $158M | 104 | Apr 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $150.0B | 101 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $122M | 96 | Oct 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $115M | 88 | Jul 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $135M | 94 | Apr 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $133M | 97 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.