What does Prospera Financial Services Inc hold?

Prospera Financial Services Inc's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, NVDA, MSFT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1541625.

What is Prospera Financial Services Inc's AUM?

Prospera Financial Services Inc reported approximately $6.9B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $14.4B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Prospera Financial Services Inc's holdings?

All Prospera Financial Services Inc holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1541625. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Prospera Financial Services Inc's 13F data updated on 13F Pro?

Prospera Financial Services Inc's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Prospera Financial Services Inc

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1541625

Institutional-grade research for retail investors

Sector Allocation

Other39.0%$2.7B
Technology24.0%$1.7B
Financials10.8%$745.3M
Industrials6.5%$444.8M
Healthcare4.5%$312.6M
Consumer Discretionary4.0%$274.2M
Energy3.4%$231.7M
Consumer Staples2.6%$179.5M
Materials2.2%$149.2M
Utilities1.4%$93.6M

AUM History

13fpro.ai/research/fund/prospera-financial-services-inc-1541625

Conviction and streaks

Stable · top 10 = 18.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold3.5% weight · held 9 quarters

$NVDAConviction hold3.4% weight · held 9 quarters

$MSFTConviction hold1.6% weight · held 9 quarters

$AMZNConviction hold1.6% weight · held 9 quarters

$CATConviction hold1.5% weight · held 9 quarters

$MSFTAccumulating+62% shares · 8 quarters running

$Accumulating+116% shares · 8 quarters running

$METAAccumulating+134% shares · 8 quarters running

$Accumulating+105% shares · 8 quarters running

$Accumulating+548% shares · 8 quarters running

$Trimming-48% shares · 8 quarters running

$JXNTrimming-18% shares · 8 quarters running

$IVTTrimming-43% shares · 8 quarters running

$WALTrimming-27% shares · 8 quarters running

$Trimming-25% shares · 7 quarters running

Largest positions — Q2 2026

AAPL
$244.2M
NVDA
$233.2M
MSFT
$110.6M
AMZN
$108.3M
CAT
$103.9M
GOOGL
$97.4M
QQQ
$97.2M
FIRST
$89.6M
GOOG
$85.2M
AVGO
$78.3M
JPM
$75.3M
SPY
$74.4M
CAPITAL
$66.3M
BRK.B
$65.5M
ISHARES
$62.8M
CAPITAL
$61.0M
MU
$56.6M
LLY
$56.3M
XOM.R34088
$56.1M
AMAT
$51.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/prospera-financial-services-inc-1541625

Prospera Financial Services Inc 13F holdings — Q2 2026

$6.9B portfolio (+10.9% QoQ) · 1,468 holdings · Q2 2026 13F · top 10 are 18% of the stock portfolio

1
Apple Inc.
$AAPL
$244.2M
3.5% of stocks
-2%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
2
NVIDIA CORP
$NVDA
$233.2M
3.4% of stocks
+4%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
3
MICROSOFT CORP
$MSFT
$110.6M
1.6% of stocks
+1%This quarter—Since Q-end—Held
AIQuality79.8#30Est. buy—
4
AMAZON COM INC
$AMZN
$108.3M
1.6% of stocks
+0.1%This quarter—Since Q-end—Held
AIQuality67.5#363Est. buy—
5
CATERPILLAR INC
$CAT
$103.9M
1.5% of stocks
+2%This quarter—Since Q-end—Held
AIQuality66.6#398Est. buy—
6
Alphabet Inc.
$GOOGL
$97.4M
1.4% of stocks
-5%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
7
INVESCO QQQ TRUST, SERIES 1
$QQQ
$97.2M
1.4% of stocks
-6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$89.6M
1.3% of stocks
-6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
Alphabet Inc.
$GOOG
$85.2M
1.2% of stocks
+2%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
Broadcom Inc.
$AVGO
$78.3M
1.1% of stocks
-5%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$244.2M	3.5%	-2%	—	—	75.7#88	—
2	NVIDIA CORP$NVDA	$233.2M	3.4%	+4%	—	—	86.0#3	—
3	MICROSOFT CORP$MSFT	$110.6M	1.6%	+1%	—	—	79.8#30	—
4	AMAZON COM INC$AMZN	$108.3M	1.6%	+0.1%	—	—	67.5#363	—
5	CATERPILLAR INC$CAT	$103.9M	1.5%	+2%	—	—	66.6#398	—
6	Alphabet Inc.$GOOGL	$97.4M	1.4%	-5%	—	—	AI quality score is Pro: unlock with a free trial	—
7	INVESCO QQQ TRUST, SERIES 1$QQQ	$97.2M	1.4%	-6%	—	—	—	—
8	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$89.6M	1.3%	-6%	—	—	—	—
9	Alphabet Inc.$GOOG	$85.2M	1.2%	+2%	—	—	AI quality score is Pro: unlock with a free trial	—
10	Broadcom Inc.$AVGO	$78.3M	1.1%	-5%	—	—	AI quality score is Pro: unlock with a free trial	—

All holdings — Prospera Financial Services Inc (Q2 2026)

Sort

1,468 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$JPM	JPMORGAN CHASE & CO	Financials	$75.3M	1.1%	230K	-0.9%	—	AI quality score is Pro: unlock with a free trial	13F
12	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$74.4M	1.1%	100K	+7%	—	—	13F
13	—	CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund	—	$66.3M	1.0%	1.41M	-2%	—	—	13F
14	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$65.5M	0.9%	131K	-7%	—	AI quality score is Pro: unlock with a free trial	13F
15	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$62.8M	0.9%	84K	+5%	—	—	13F
16	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit	—	$61.0M	0.9%	1.24M	+6%	—	—	13F
17	$MU	MICRON TECHNOLOGY INC	Technology	$56.6M	0.8%	49K	-52%	—	AI quality score is Pro: unlock with a free trial	13F
18	$LLY	ELI LILLY & Co	Healthcare	$56.3M	0.8%	47K	-2%	—	AI quality score is Pro: unlock with a free trial	13F
19	$XOM.R34088	EXXON MOBIL CORP	Energy	$56.1M	0.8%	410K	-0.8%	—	AI quality score is Pro: unlock with a free trial	13F
20	$AMAT	APPLIED MATERIALS INC /DE	Technology	$51.3M	0.7%	71K	-1%	—	AI quality score is Pro: unlock with a free trial	13F
21	$WMT	Walmart Inc.	Consumer Staples	$49.6M	0.7%	438K	+2%	—	AI quality score is Pro: unlock with a free trial	13F
22	$META	Meta Platforms, Inc.	Technology	$49.6M	0.7%	88K	+1%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETFetf/fund	—	$45.2M	0.7%	596K	-6%	—	—	13F
24	$JNJ	JOHNSON & JOHNSON	Healthcare	$44.4M	0.7%	175K	+0.3%	—	AI quality score is Pro: unlock with a free trial	13F
25	—	ISHARES TR - RUS 1000 VAL ETFetf/fund	—	$40.4M	0.6%	166K	-8%	—	—	13F
26	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$38.9M	0.6%	57K	-0.7%
27	$WDC	WESTERN DIGITAL CORP	Technology	$38.4M	0.6%	60K	+6%
28	$AMD	ADVANCED MICRO DEVICES INC	Technology	$37.7M	0.6%	65K	-13%
29	$INTC	INTEL CORP	Technology	$37.0M	0.5%	265K	-4%
30	$GLD	SPDR GOLD TRUST	Financials	$36.3M	0.5%	98K	-5%
31	$PG	PROCTER & GAMBLE Co	Consumer Staples	$35.9M	0.5%	245K	-2%
32	$HONA	Honeywell Aerospace Inc.	Industrials	$34.8M	0.5%	157K	New
33	$ARM	ARM HOLDINGS PLC /UK	Technology	$34.6M	0.5%	98K	+400%
34	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$34.4M	0.5%	936K	-0.6%
35	—	VANGUARD INDEX FDS - GROWTH ETF	—	$34.4M	0.5%	399K	+460%
36	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$34.4M	0.5%	796K	-7%
37	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$34.2M	0.5%	153K	-49%
38	$NFLX	NETFLIX INC	Communication Services	$33.6M	0.5%	471K	-3%
39	$V	VISA INC.	Financials	$32.5M	0.5%	95K	-0.8%
40	$GLW	CORNING INC /NY	Materials	$31.7M	0.5%	124K	+18%
41	$ADI	ANALOG DEVICES INC	Technology	$31.6M	0.5%	80K	+3%
42	$LRCX	LAM RESEARCH CORP	Technology	$31.1M	0.5%	72K	-17%
43	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$31.0M	0.5%	84K	+5%
44	—	VANGUARD WORLD FD - MEGA GRWTH IND	—	$29.6M	0.4%	336K	+414%
45	$BX	Blackstone Inc.	Financials	$29.4M	0.4%	250K	+0.4%
46	—	VANGUARD INDEX FDS - VALUE ETF	—	$29.3M	0.4%	134K	-2%
47	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$28.8M	0.4%	598K	-3%
48	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$26.1M	0.4%	524K	-2%
49	$CRWD	CrowdStrike Holdings, Inc.	Technology	$26.1M	0.4%	34K	-20%
50	$PSLV	Sprott Physical Silver Trust	Financials	$25.3M	0.4%	1.34M	-0.1%
51	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$25.3M	0.4%	1.41M	-7%
52	$HEI	HEICO CORP	Industrials	$24.6M	0.4%	69K	-0.9%
53	—	STRATEGY SHS - DAY HAGAN SMART	—	$24.5M	0.4%	442K	-27%
54	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$24.4M	0.3%	26K	-1.0%
55	$ABBV	AbbVie Inc.	Healthcare	$24.2M	0.3%	96K	+3%
56	$CVX	CHEVRON CORP	Energy	$24.0M	0.3%	145K	-3%
57	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$23.9M	0.3%	424K	-8%
58	$IVZ	Invesco Ltd.	Financials	$23.8M	0.3%	78K	-2%
59	—	ISHARES TR - CORE DIV GRWTH	—	$23.5M	0.3%	310K	+0.8%
60	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$23.0M	0.3%	527K	-2%
61	$PLTR	Palantir Technologies Inc.	Technology	$22.5M	0.3%	193K	-3%
62	$LIN	LINDE PLC	Materials	$22.3M	0.3%	43K	-4%
63	$TSLA	Tesla, Inc.	Consumer Discretionary	$22.2M	0.3%	53K	-13%
64	$PANW	Palo Alto Networks Inc	Technology	$21.3M	0.3%	63K	-0.7%
65	$BAC	BANK OF AMERICA CORP /DE/	Financials	$21.3M	0.3%	374K	-2%
66	$STX	Seagate Technology Holdings plc	Technology	$21.3M	0.3%	22K	+3%
67	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	—	$21.0M	0.3%	714K	+5%
68	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$20.7M	0.3%	32K	-47%
69	$ET	Energy Transfer LP	Energy	$20.3M	0.3%	1.06M	-0.2%
70	$CSCO	CISCO SYSTEMS, INC.	Technology	$20.1M	0.3%	171K	-10%
71	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$20.1M	0.3%	550K	-28%
72	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$20.0M	0.3%	192K	-7%
73	—	FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT	—	$19.9M	0.3%	955K	-23%
74	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$19.9M	0.3%	38K	+1%
75	$HD	HOME DEPOT, INC.	Consumer Discretionary	$19.6M	0.3%	55K	-2%
76	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$19.2M	0.3%	40K	-0.3%
77	$IVZ	Invesco Ltd.	Financials	$19.0M	0.3%	125K	-10%
78	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW	—	$18.5M	0.3%	310K	-7%
79	$MCD	MCDONALDS CORP	Consumer Discretionary	$17.9M	0.3%	66K	+4%
80	—	VANGUARD INDEX FDS - MID CAP ETF	—	$17.7M	0.3%	220K	+315%
81	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$17.7M	0.3%	224K	+4%
82	—	ISHARES TR - US AER DEF ETF	—	$17.7M	0.3%	73K	+5%
83	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$17.6M	0.3%	42K	-8%
84	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$17.5M	0.3%	347K	-0.3%
85	—	CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR	—	$17.1M	0.3%	627K	+3%
86	$ASML	ASML HOLDING NV	Technology	$16.9M	0.3%	8,507	-14%
87	—	ISHARES TR - ISHARES SEMICDTR	—	$16.8M	0.2%	26K	-33%
88	$UNP	UNION PACIFIC CORP	Industrials	$16.7M	0.2%	61K	-5%
89	—	ISHARES TR - 20 YR TR BD ETF	—	$16.1M	0.2%	186K	+18%
90	—	ISHARES TR - RUSSELL 2000 ETF	—	$15.9M	0.2%	53K	-6%
91	—	PACER FDS TR - METAURUS CAP 400	—	$15.8M	0.2%	350K	+21%
92	$ORCL	ORACLE CORP	Technology	$15.7M	0.2%	107K	-6%
93	—	ISHARES TR - US INDUSTRIALS	—	$15.6M	0.2%	94K	-3%
94	—	ALPS ETF TR - DYNAM US ETF	—	$15.5M	0.2%	220K	-9%
95	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$15.4M	0.2%	204K	-24%
96	—	ISHARES TR - 7-10 YR TRSY BD	—	$15.4M	0.2%	163K	+11%
97	—	ISHARES TR - RUS 1000 GRW ETF	—	$15.3M	0.2%	123K	+297%
98	$GS	GOLDMAN SACHS GROUP INC	Financials	$15.0M	0.2%	15K	+17%
99	$IVZ	Invesco Ltd.	Financials	$14.9M	0.2%	199K	-1%
100	$NVO	NOVO NORDISK A S	Healthcare	$14.8M	0.2%	309K	-2%
101	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$14.7M	0.2%	67K	-11%
102	$ETN	Eaton Corp plc	Industrials	$14.6M	0.2%	34K	-0.4%
103	$GEV	GE Vernova Inc.	Industrials	$14.6M	0.2%	12K	+18%
104	—	ISHARES TR - U.S. TECH ETF	—	$14.6M	0.2%	58K	-2%
105	$PHYS	Sprott Physical Gold Trust	Financials	$14.3M	0.2%	473K	-4%
106	—	ALPS ETF TR - ALERIAN MLP	—	$14.2M	0.2%	274K	+2%
107	$GE	GENERAL ELECTRIC CO	Industrials	$14.1M	0.2%	38K	+0.0%
108	$TXN	TEXAS INSTRUMENTS INC	Technology	$14.0M	0.2%	47K	+29%
109	$PEP	PEPSICO INC	Consumer Staples	$14.0M	0.2%	103K	-0.1%
110	—	ISHARES TR - EXPANDED TECH	—	$13.9M	0.2%	153K	+1226%
111	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$13.9M	0.2%	104K	+17%
112	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$13.8M	0.2%	225K	+5%
113	—	ISHARES TR - US TELECOM ETF	—	$13.8M	0.2%	326K	+2414%
114	$WFC	WELLS FARGO & COMPANY/MN	Financials	$13.6M	0.2%	164K	-19%
115	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$13.3M	0.2%	46K	-2%
116	$MA	Mastercard Inc	Financials	$13.3M	0.2%	26K	-15%
117	$SBR	SABINE ROYALTY TRUST	Financials	$13.2M	0.2%	181K	+1%
118	$MRK	Merck & Co., Inc.	Healthcare	$13.1M	0.2%	102K	-3%
119	—	ISHARES TR - CORE US AGGBD ET	—	$13.1M	0.2%	132K	-4%
120	$RTX	RTX Corp	Industrials	$12.7M	0.2%	67K	+2%
121	$WM	WASTE MANAGEMENT INC	Utilities	$12.5M	0.2%	56K	+6%
122	—	ISHARES TR - US DIGI REAL ETF	—	$12.5M	0.2%	105K	New
123	$WSO	WATSCO INC	Consumer Discretionary	$12.4M	0.2%	30K	+1.0%
124	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$12.4M	0.2%	44K	-10%
125	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$12.4M	0.2%	50K	+23%
126	—	EA SERIES TRUST - FREEDOM 100 EM	—	$12.4M	0.2%	169K	+15%
127	—	ISHARES TR - US BR DEL SE ETF	—	$12.3M	0.2%	70K	+0.5%
128	—	VANGUARD WORLD FD - INF TECH ETF	—	$12.2M	0.2%	102K	+561%
129	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$12.1M	0.2%	135K	+8%
130	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$12.0M	0.2%	225K	+8%
131	$IVZ	Invesco Ltd.	Financials	$11.7M	0.2%	55K	-13%
132	—	ISHARES TR - S&P 100 ETF	—	$11.7M	0.2%	32K	-0.8%
133	—	MANAGED PORTFOLIO SER - KENS HE PREM ETF	—	$11.5M	0.2%	447K	+24%
134	$TER	TERADYNE, INC	Technology	$11.5M	0.2%	24K	+46%
135	$UBER	Uber Technologies, Inc	Technology	$11.4M	0.2%	159K	+8%
136	$ABT	ABBOTT LABORATORIES	Healthcare	$11.4M	0.2%	126K	+3%
137	—	ISHARES TR - S&P SML 600 GWT	—	$11.3M	0.2%	63K	+1106%
138	—	PACER FDS TR - US CASH COWS 100	—	$11.3M	0.2%	182K	+2%
139	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$11.3M	0.2%	154K	+10%
140	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$11.3M	0.2%	120K	+12%
141	—	FIRST TR EXCH TRADED FD III - RIVRFRNT DYN DEV	—	$11.3M	0.2%	129K	-9%
142	$PWR	QUANTA SERVICES, INC.	Industrials	$11.3M	0.2%	16K	-2%
143	$KLAC	KLA CORP	Technology	$11.2M	0.2%	37K	+588%
144	—	FIRST TR EXCHANGE-TRADED FD - COMMON SHS	—	$10.9M	0.2%	588K	+6%
145	$C	CITIGROUP INC	Financials	$10.9M	0.2%	78K	+1%
146	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$10.8M	0.2%	158K	+17%
147	$HWM	Howmet Aerospace Inc.	Materials	$10.7M	0.2%	40K	+66%
148	$AZN	ASTRAZENECA PLC	Healthcare	$10.7M	0.1%	56K	+2%
149	—	ISHARES TR - 0-3 MTH TREASURY	—	$10.6M	0.1%	105K	+108%
150	—	ISHARES TR - EAFE VALUE ETF	—	$10.5M	0.1%	137K	+6%

What changed in Q2 2026

Against the previous quarter's 13F: 123 new, 637 added to, 633 trimmed, 78 sold out. Share-count changes; largest moves by dollar size first.

New positions (123)

$HONAHoneywell Aerospace Inc.$34.8M
first bought this quarter
ISHARES TR - US DIGI REAL ETF$12.5M
first bought this quarter
$CNCCENTENE CORP$8.1M
first bought this quarter
BLACKROCK ETF TRUST II - ISHARES AAA CLO$5.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$4.8M
first bought this quarter
SPDR SERIES TRUST - ST STR FTSE ETF$2.7M
first bought this quarter

+117 more in the Excel export

Added to (637)

VANGUARD INDEX FDS - GROWTH ETF+460%
now $34.4M
$ARMARM HOLDINGS PLC /UK+400%
now $34.6M
VANGUARD WORLD FD - MEGA GRWTH IND+414%
now $29.6M
VANGUARD INDEX FDS - MID CAP ETF+315%
now $17.7M
ISHARES TR - US TELECOM ETF+2414%
now $13.8M
ISHARES TR - EXPANDED TECH+1226%
now $13.9M

+631 more in the Excel export

Trimmed (633)

$MUMICRON TECHNOLOGY INC-52%
now $56.6M
$HONHONEYWELL INTERNATIONAL INC-49%
now $34.2M
VANECK ETF TRUST - SEMICONDUCTR ETF-47%
now $20.7M
CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT-71%
now $6.1M
$AXPAMERICAN EXPRESS CO-64%
now $7.6M
ISHARES TR - US OIL EQ&SV ETF-82%
now $2.5M

+627 more in the Excel export

Sold out (78)

ISHARES INCwas $6.3M
$ALBALBEMARLE CORPwas $4.6M
held 8 qtrs
$FERFerrovial N.V.was $4.5M
held 1 qtr
KRANESHARES TRUSTwas $2.4M
INVESCO EXCH TRADED FD TR IIwas $2.2M
$NUNu Holdings Ltd.was $2.0M

+72 more in the Excel export

Firm AUM (Form ADV): $14.4B as of 2026-06-30 · SEC IAPD

Holdings by quarter

Every 13F Prospera Financial Services Inc has filed, 39 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

Prospera Financial Services Inc disclosed 1,468 positions worth $6.9B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.5% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 123 new positions and exited 78 — including a new stake in $HONA. The portfolio is most concentrated in Other (39.0% of disclosed assets). All figures are sourced directly from Prospera Financial Services Inc’s Form 13F-HR filing with the SEC under CIK 1541625.

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AI-Powered Hedge Fund Analysis: Prospera Financial Services Inc

13F Pro is an AI hedge fund tracker and stock research platform. For Prospera Financial Services Inc (SEC CIK: 1541625), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Prospera Financial Services Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.