Prosperity Advisers

HORSHAM, PAfiles as Prosperity Advisers, LLC

$138m in 44 US stocks at the end of 30 June 2026. The top 10 are 86.8% of the money. It changed about 2.5% of the portfolio this quarter.

Value

$138m

Stocks

Top 10 share

86.8%

Turnover

2.5%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFIC
0.3% of the fund
Taiwan Semiconductor ManufacturingTSM
0.2% of the fund
Western DigitalWDC
0.2% of the fund
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
Dimensional ETF TrustDFAE
0.2% of the fund
Dimensional ETF TrustDFSV
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTV
13.4% of the fund
+3%
Vanguard Index FDSVUG
12.2% of the fund
+2%
Vanguard Index FDSVB
7.1% of the fund
+2%
Vanguard Intl Equity Index FVWO
6.1% of the fund
+4%
Spdr Series TrustSPTI
1.8% of the fund
+7%
Vanguard Scottsdale FDSVCIT
1.6% of the fund
+2%
Vanguard Scottsdale FDSVCSH
1.6% of the fund
+8%
NvidiaNVDA
1.0% of the fund
+3%
AppleAAPL
0.9% of the fund
+3%
Vanguard Malvern FDSVTIP
0.8% of the fund
+10%
AlphabetGOOG
0.6% of the fund
+3%
MicrosoftMSFT
0.4% of the fund
+10%
Dimensional ETF TrustDFLV
0.4% of the fund
+41%
Meta PlatformsMETA
0.3% of the fund
+26%
Home DepotHD
0.3% of the fund
+6%
AlphabetGOOGL
0.3% of the fund
+2%
BoeingBA
0.2% of the fund
+2%

Cut

Sold some of their stake.

Vanguard Index FDSVTI
13.6% of the fund
-3%
Automatic Data ProcessingADP
0.8% of the fund
-7%
TeslaTSLA
0.7% of the fund
-6%
Amazon.comAMZN
0.6% of the fund
-2%
Micron TechnologyMU
0.4% of the fund
-16%
Dimensional ETF TrustDFAI
0.3% of the fund
-4%
Vanguard World FDVGT
0.3% of the fund
-5%
Vanguard Index FDSVO
0.3% of the fund
-11%
Spdr Gold TRGLD
0.3% of the fund
-12%
Invesco QQQ TRQQQ
0.2% of the fund
-10%
JPMorgan ChaseJPM
0.2% of the fund
-3%
Dimensional ETF TrustDFUS
0.1% of the fund
-18%

Sold out

Sold their entire stake.

Johnson & JohnsonJNJ
-100%

Holdings

Vanguard Tax-Managed FDSVEA
Share
26.7%
Value
$37m
Shares
518,133
Held
Vanguard Index FDSVTI
Share
13.6%
Value
$19m
Shares
50,841
-3%
Vanguard Index FDSVTV
Share
13.4%
Value
$18m
Shares
84,852
+3%
Vanguard Index FDSVUG
Share
12.2%
Value
$17m
Shares
196,317
+2%
Vanguard Index FDSVB
Share
7.1%
Value
$10m
Shares
32,560
+2%
Vanguard Intl Equity Index FVWO
Share
6.1%
Value
$8m
Shares
141,646
+4%
Vanguard Index FDSVOO
Share
2.6%
Value
$4m
Shares
5,177
Held
Spdr Series TrustSPTI
Share
1.8%
Value
$2m
Shares
86,226
+7%
Vanguard Scottsdale FDSVCIT
Share
1.6%
Value
$2m
Shares
27,132
+2%
Vanguard Scottsdale FDSVCSH
Share
1.6%
Value
$2m
Shares
27,279
+8%
Ishares TRSHV
Share
1.2%
Value
$2m
Shares
14,894
Held
NvidiaNVDA
Share
1.0%
Value
$1m
Shares
7,049
+3%
AppleAAPL
Share
0.9%
Value
$1m
Shares
4,132
+3%
Vanguard Malvern FDSVTIP
Share
0.8%
Value
$1m
Shares
22,503
+10%
Automatic Data ProcessingADP
Share
0.8%
Value
$1m
Shares
4,808
-7%
TeslaTSLA
Share
0.7%
Value
$985,886
Shares
2,344
-6%
Amazon.comAMZN
Share
0.6%
Value
$867,558
Shares
3,640
-2%
AlphabetGOOG
Share
0.6%
Value
$774,419
Shares
2,192
+3%
MicrosoftMSFT
Share
0.4%
Value
$600,473
Shares
1,610
+10%
Micron TechnologyMU
Share
0.4%
Value
$593,305
Shares
514
-16%
Vanguard Specialized FundsVIG
Share
0.4%
Value
$526,716
Shares
2,226
Held
Dimensional ETF TrustDFLV
Share
0.4%
Value
$501,448
Shares
12,682
+41%
Consolidated EdisonED
Share
0.3%
Value
$446,613
Shares
4,037
Held
Dimensional ETF TrustDFAI
Share
0.3%
Value
$426,021
Shares
10,328
-4%
Dimensional ETF TrustDFIC
Share
0.3%
Value
$406,097
Shares
10,899
New
Vanguard World FDVGT
Share
0.3%
Value
$391,310
Shares
3,274
-5%
Meta PlatformsMETA
Share
0.3%
Value
$384,792
Shares
683
+26%
Vanguard Index FDSVO
Share
0.3%
Value
$383,513
Shares
4,760
-11%
Spdr Gold TRGLD
Share
0.3%
Value
$375,011
Shares
1,018
-12%
Home DepotHD
Share
0.3%
Value
$365,376
Shares
1,036
+6%
Public Service Enterprise GroupPEG
Share
0.3%
Value
$352,559
Shares
4,344
Held
AlphabetGOOGL
Share
0.3%
Value
$352,367
Shares
986
+2%
Invesco QQQ TRQQQ
Share
0.2%
Value
$331,746
Shares
450
-10%
Wsfs FinancialWSFS
Share
0.2%
Value
$315,514
Shares
4,112
Held
BoeingBA
Share
0.2%
Value
$304,573
Shares
1,407
+2%
Ishares TRIVV
Share
0.2%
Value
$271,847
Shares
363
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$250,739
Shares
524
New
JPMorgan ChaseJPM
Share
0.2%
Value
$244,516
Shares
747
-3%
Western DigitalWDC
Share
0.2%
Value
$242,714
Shares
380
New
Broadridge Financial SolutionsBR
Share
0.2%
Value
$236,970
Shares
1,718
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$220,994
Shares
295
New
Dimensional ETF TrustDFAE
Share
0.2%
Value
$215,445
Shares
5,358
New
Dimensional ETF TrustDFSV
Share
0.2%
Value
$210,764
Shares
5,433
New
Dimensional ETF TrustDFUS
Share
0.1%
Value
$202,733
Shares
2,474
-18%

Company	Share of fund	Value	Shares	Change
Vanguard Tax-Managed FDSVEA	26.7%	$37m	518,133	Held
Vanguard Index FDSVTI	13.6%	$19m	50,841	-3%
Vanguard Index FDSVTV	13.4%	$18m	84,852	+3%
Vanguard Index FDSVUG	12.2%	$17m	196,317	+2%
Vanguard Index FDSVB	7.1%	$10m	32,560	+2%
Vanguard Intl Equity Index FVWO	6.1%	$8m	141,646	+4%
Vanguard Index FDSVOO	2.6%	$4m	5,177	Held
Spdr Series TrustSPTI	1.8%	$2m	86,226	+7%
Vanguard Scottsdale FDSVCIT	1.6%	$2m	27,132	+2%
Vanguard Scottsdale FDSVCSH	1.6%	$2m	27,279	+8%
Ishares TRSHV	1.2%	$2m	14,894	Held
NvidiaNVDA	1.0%	$1m	7,049	+3%
AppleAAPL	0.9%	$1m	4,132	+3%
Vanguard Malvern FDSVTIP	0.8%	$1m	22,503	+10%
Automatic Data ProcessingADP	0.8%	$1m	4,808	-7%
TeslaTSLA	0.7%	$985,886	2,344	-6%
Amazon.comAMZN	0.6%	$867,558	3,640	-2%
AlphabetGOOG	0.6%	$774,419	2,192	+3%
MicrosoftMSFT	0.4%	$600,473	1,610	+10%
Micron TechnologyMU	0.4%	$593,305	514	-16%
Vanguard Specialized FundsVIG	0.4%	$526,716	2,226	Held
Dimensional ETF TrustDFLV	0.4%	$501,448	12,682	+41%
Consolidated EdisonED	0.3%	$446,613	4,037	Held
Dimensional ETF TrustDFAI	0.3%	$426,021	10,328	-4%
Dimensional ETF TrustDFIC	0.3%	$406,097	10,899	New
Vanguard World FDVGT	0.3%	$391,310	3,274	-5%
Meta PlatformsMETA	0.3%	$384,792	683	+26%
Vanguard Index FDSVO	0.3%	$383,513	4,760	-11%
Spdr Gold TRGLD	0.3%	$375,011	1,018	-12%
Home DepotHD	0.3%	$365,376	1,036	+6%
Public Service Enterprise GroupPEG	0.3%	$352,559	4,344	Held
AlphabetGOOGL	0.3%	$352,367	986	+2%
Invesco QQQ TRQQQ	0.2%	$331,746	450	-10%
Wsfs FinancialWSFS	0.2%	$315,514	4,112	Held
BoeingBA	0.2%	$304,573	1,407	+2%
Ishares TRIVV	0.2%	$271,847	363	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$250,739	524	New
JPMorgan ChaseJPM	0.2%	$244,516	747	-3%
Western DigitalWDC	0.2%	$242,714	380	New
Broadridge Financial SolutionsBR	0.2%	$236,970	1,718	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$220,994	295	New
Dimensional ETF TrustDFAE	0.2%	$215,445	5,358	New
Dimensional ETF TrustDFSV	0.2%	$210,764	5,433	New
Dimensional ETF TrustDFUS	0.1%	$202,733	2,474	-18%

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 14.0% since 31 December 2025.

Where the money is

Technology3.1%

Retail & consumer1.6%

Industrials1.2%

Media & telecom1.1%

Utilities0.6%

Financial services0.4%

Other92.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.