Managers / Q3 2023 · view latest →
Prosperity Consulting Group, LLC
CIK 0001910398 · 10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, 21117 · 410-363-7211
Reported Value
$218M
Q3 2023
Positions
147
Filings on Record
18
2019–present window
Filed
Nov 14, 2023
original filing
Summary
Prosperity Consulting Group, Llc reported $218M in U.S.-listed holdings across 147 positions for Q3 2023.
Its largest position, IVV, represents 9.8% of the portfolio.
Compared with Q2 2023, the fund opened 47 new positions and exited 5.
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 — Q3 2023
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 ↗.