Institutional filer · SEC 13F · Q2 2025
Prospera Capital Management, LLC
The reported 13F portfolio of Prospera Capital Management, LLC (CIK 2082673) - top holdings, how concentrated the book is, and what changed last quarter.
- $213.9M
- Reported book
- 71
- Positions
- #194
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Prospera Capital Management, LLC ranks #194 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $213.9M across 71 positions, a concentrated portfolio led by a few core positions.
- $213.9M
- reported 13F value
- 71
- disclosed positions
- 36.6%
- in VANGUARD INDEX FDS
- #194
- of 360 filers
Top-5 share 68.4% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Prospera Capital Management, LLC ranks #194 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Prospera Capital Management, LLC sits by disclosed position count
Prospera Capital Management, LLC reports 71 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Prospera Capital Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
71 225th of 360 higher than 135 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Prospera Capital Management, LLC reports $0.21B across 71 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2082673 · Q2 2025 $214M book
BOOK-LIGHT · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #194/360
- POS-FOCUS 71 names
- CONC-DOM 68% top-5
- LEAD-DOM 36.6% VANGUARD INDEX FDS
- PHOTO-FINISH HALL
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: HALL CAPITAL MANAGEMENT CO INC
Read with: Ownership concentration guide - Prospera Capital Management, LLC's top-five positions weigh 68% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Prospera Capital Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$213.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $78.3M | 36.6% |
| 2 | VANGUARD STAR FDS | $24.8M | 11.6% |
| 3 | VANGUARD BD INDEX FDS | $15.2M | 7.1% |
| 4 | VANGUARD CHARLOTTE FDS | $15.1M | 7.0% |
| 5 | VANGUARD INDEX FDS | $13.0M | 6.0% |
| 6 | ALLSTATE CORP | $6.7M | 3.1% |
| 7 | VANGUARD INDEX FDS | $6.3M | 3.0% |
| 8 | VANGUARD INTL EQUITY INDEX F | $5.3M | 2.5% |
| 9 | PACCAR INC | $4.5M | 2.1% |
| 10 | VANGUARD INDEX FDS | $4.5M | 2.1% |
| 11 | NVIDIA CORPORATION | $3.3M | 1.6% |
| 12 | VANGUARD INDEX FDS | $3.2M | 1.5% |
| 13 | APPLE INC | $3.0M | 1.4% |
| 14 | VANGUARD TAX-MANAGED FDS | $2.9M | 1.4% |
| 15 | INVESCO QQQ TR | $2.7M | 1.3% |
| 16 | ISHARES TR | $1.6M | 0.7% |
| 17 | ISHARES TR | $1.3M | 0.6% |
| 18 | VANGUARD INDEX FDS | $1.2M | 0.6% |
| 19 | VANGUARD MUN BD FDS | $1.2M | 0.5% |
| 20 | ISHARES TR | $1.1M | 0.5% |
| 21 | MICROSOFT CORP | $1.1M | 0.5% |
| 22 | SPDR S&P 500 ETF TR | $1.0M | 0.5% |
| 23 | TRI CONTL CORP | $929K | 0.4% |
| 24 | VANGUARD INDEX FDS | $884K | 0.4% |
| 25 | VANGUARD SPECIALIZED FUNDS | $877K | 0.4% |
Latest Quarter Trades · Q2 2025
New positions (71)
Frequently Asked Questions
- How big is Prospera Capital Management, LLC's 13F portfolio?
- Prospera Capital Management, LLC reports $213.9M of long US-equity positions across 71 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Prospera Capital Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Prospera Capital Management, LLC ranks #194 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Prospera Capital Management, LLC's largest position?
- Prospera Capital Management, LLC's largest reported position is VANGUARD INDEX FDS at $78.3M, about 36.6% of its reported book as of Q2 2025.
- What did Prospera Capital Management, LLC trade last quarter?
- In its Q2 2025 filing, Prospera Capital Management, LLC opened 71 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Prospera Capital Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($213.9M here).
Similar holding count
Nearest filers by number of disclosed positions (71 here).
Using this filing
- The rankings sort every tracked filer the same way Prospera Capital Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- HALL CAPITAL MANAGEMENT CO INC reported the nearest book value ($214.4M) this quarter, a useful scale comparison for Prospera Capital Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.