Prosperity Advisers, LLC

CIK 0002042930 · Q2 2026

13F Equity AUM

$138.1M

+14.8% QoQ

Positions

+5 QoQ

AUM Rank

#7,377

Top 84%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 73.1%Top 10: 86.8%Top 20: 94.2%

VEA26.7%

VTI13.6%

VTV13.4%

VUG12.2%

VB7.2%

VWO6.1%

VOO2.6%

SPTI1.8%

VCIT1.6%

VCSH1.6%

Others (34)13.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.4%

Technology3.3%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 44Median: 0.34%Avg: 2.27%

0–0.5%

26(6.6%)

0.5–1%

6(4.4%)

1–3%

6(9.7%)

3–5%

0(0.0%)

5%+

6(79.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 44vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased22Decreased13Exited1

New Positions

DFIC0.3%

+11K

TSM0.2%

+524

WDC0.2%

+380

SPY0.2%

+295

DFAE0.2%

+5K

DFSV0.1%

+5K

Increased

VUG12.2%

+164K(+514%)

VEA26.7%

+7K(+1%)

SPTI1.8%

+6K(+7%)

VWO6.1%

+5K(+4%)

DFLV0.4%

+4K(+41%)

VO0.3%

+3K(+257%)

VGT0.3%

+3K(+663%)

VTV13.4%

+2K(+3%)

VTIP0.8%

+2K(+10%)

VCSH1.6%

+2K(+8%)

Decreased

VTI13.6%

-1,797(-3%)

DFUS0.1%

-529(-18%)

DFAI0.3%

-473(-4%)

ADP0.8%

-377(-7%)

GQ90.3%

-143(-12%)

TSLA0.7%

-137(-6%)

MU0.4%

-96(-16%)

AMZN0.6%

-91(-2%)

NDQ0.2%

-50(-10%)

VOO2.6%

-42(-1%)

Exited

JNJ

-1,186

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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