SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Prodigy Asset Management LLC

CIK 0001956244 · 13710 FNB PARKWAY, SUITE 205, OMAHA, NE, 68154 · 4024939875

Reported Value
$153M
Q2 2025
Positions
24
Filings on Record
7
2019–present window
Filed
Aug 6, 2025
original filing

Summary

Prodigy Asset Management LLC reported $153M in U.S.-listed holdings across 24 positions for Q2 2025.

The portfolio is heavily concentrated: Vanguard Specialized Funds alone accounts for 22.6% of reported value.

Compared with Q1 2025, the fund opened 2 new positions and exited 0.

Portfolio Metrics

Turnover
+2.6%
vs prior filed quarter
Top-10 Concentration
+95.0%
share of reported value
Largest Position
+22.6%
Vanguard Specialized Funds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $117MQ4 ’24Q1 ’25: $124MQ1 ’25Q2 ’25: $153MQ2 ’25Q3 ’25: $222MQ3 ’25Q4 ’25: $285MQ4 ’25Q1 ’26: $300MQ1 ’26Q2 ’26: $332MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 71.8%Other: 22.0%Common Stock: 6.2%
  • ETP · 71.8% · $110M
  • Other · 22.0% · $34M
  • Common Stock · 6.2% · $9M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TCW ETF TRUSTNEW+517.0K517.0K+$20M$20M
ISHARES TRNEW+502502+$311,692$311,692
AMZNAMAZON COM INCADDED+2401.3K+$83,560$285,426
VANGUARD INDEX FDSADDED+2.6K16.4K+$1M$5M
2023 ETF SERIES TRUST IIADDED+9.2K72.2K+$504,615$2M
AAPLAPPLE INCADDED+5845.1K+$43,686$1M
DFAIDIMENSIONAL ETF TRUSTADDED+14.3K172.4K+$1M$6M
VANGUARD SPECIALIZED FUNDSADDED+11.3K168.4K+$4M$34M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

21 positions
#IssuerClass% PortfolioValueShares
1VANGUARD SPECIALIZED FUNDSDIV APP ETF22.57%$34M168.4K
2BERKSHIRE HATHAWAY ACOM21.96%$34M46
3T ROWE PRICE ETF INCUS EQUITY RESEAR16.37%$25M642.6K
4TCW ETF TRUSTCORE PLUS BOND12.93%$20M517.0K
5DFAIDIMENSIONAL ETF TRUSTINTL CORE EQT MK · US CORE EQT MKT7.72%$12M310.0K
62023 ETF SERIES TRUSTEAGLE CAPITAL SE6.30%$10M318.9K
7VANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS3.46%$5M16.9K
8BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.24%$3M7.0K
9MSFTMICROSOFT CORPhistory →COM1.65%$3M5.1K
102023 ETF SERIES TRUST IIGMO US QUALITY E1.62%$2M72.2K
11AAPLAPPLE INCCOM0.68%$1M5.1K
12ISHARES TRCORE S&P MCP ETF · CORE S&P500 ETF0.46%$709,8566.9K
13ORCLORACLE CORPCOM0.29%$446,3792.0K
14GOOGLALPHABET INCCAP STK CL A0.27%$406,5772.3K
15CATCATERPILLAR INCCOM0.25%$388,2101.0K
16VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.24%$366,7456.4K
17VVISA INCCOM CL A0.22%$340,179958
18DISDISNEY WALT COCOM0.22%$331,1072.7K
19AMGNAMGEN INCCOM0.19%$287,0281.0K
20AMZNAMAZON COM INCCOM0.19%$285,4261.3K
21SPDR S&P 500 ETF TRTR UNIT0.17%$253,936411

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$332M29Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$300M28May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$285M24Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$222M24Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$153M24Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$124M22Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$117M23Feb 14, 202513F-HRchanges · 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 ↗.