Prospera Financial Services Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Prospera Financial Services Inc disclosed 1374 stock positions valued at approximately $6.89B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 1374
- Portfolio Value
- $6.89B
Holdings by Sector
Prospera Financial Services Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.55% | 843,779 | -14,543 | -1.69% | $244,233,415 |
| NVIDIA CORPORATION | NVDA | Technology | 3.39% | 1,165,618 | +45,447 | +4.06% | $233,245,513 |
| MICROSOFT CORP | MSFT | Technology | 1.61% | 296,327 | +4,204 | +1.44% | $110,606,737 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.57% | 454,422 | +561 | +0.12% | $108,306,061 |
| CATERPILLAR INC | CAT | Industrials | 1.51% | 97,568 | +2,124 | +2.23% | $103,932,460 |
| ALPHABET INC | GOOGL | Communication Services | 1.41% | 272,534 | -13,567 | -4.74% | $97,423,751 |
| INVESCO QQQ TR | QQQ | Other | 1.41% | 131,820 | -7,964 | -5.70% | $97,167,749 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.30% | 1,105,561 | -65,501 | -5.59% | $89,634,180 |
| ALPHABET INC | GOOG | Communication Services | 1.24% | 241,030 | +4,679 | +1.98% | $85,175,003 |
| BROADCOM INC | AVGO | Technology | 1.14% | 207,114 | -11,007 | -5.05% | $78,269,606 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.09% | 229,858 | -2,170 | -0.94% | $75,272,875 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.08% | 99,549 | +6,456 | +6.94% | $74,411,732 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.96% | 1,405,335 | -35,043 | -2.43% | $66,331,548 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.95% | 130,881 | -9,161 | -6.54% | $65,491,342 |
| ISHARES TR | IVV | Other | 0.91% | 83,774 | +3,737 | +4.67% | $62,785,925 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.89% | 1,237,244 | +68,193 | +5.83% | $60,971,096 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.82% | 49,032 | -54,127 | -52.47% | $56,606,677 |
| ELI LILLY & CO | LLY | Healthcare | 0.82% | 46,944 | -896 | -1.87% | $56,325,941 |
| EXXON MOBIL CORP | XOM | Energy | 0.81% | 410,242 | -3,315 | -0.80% | $56,097,568 |
| APPLIED MATLS INC | AMAT | Technology | 0.74% | 70,875 | -1,078 | -1.50% | $51,256,806 |
| WALMART INC | WMT | Consumer Defensive | 0.72% | 437,836 | +6,657 | +1.54% | $49,595,626 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 87,954 | +1,020 | +1.17% | $49,566,990 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.66% | 596,001 | -35,577 | -5.63% | $45,230,870 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.65% | 174,910 | +577 | +0.33% | $44,443,200 |
| ISHARES TR | IWD | Other | 0.59% | 166,431 | -14,064 | -7.79% | $40,351,916 |
| VANGUARD INDEX FDS | VOO | Other | 0.57% | 56,586 | -376 | -0.66% | $38,942,398 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.56% | 60,180 | +3,470 | +6.12% | $38,438,080 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.55% | 64,869 | -10,037 | -13.40% | $37,683,060 |
| INTEL CORP | INTC | Technology | 0.54% | 264,972 | -12,275 | -4.43% | $37,000,171 |
| SPDR GOLD TR | GLD | Other | 0.53% | 98,406 | -4,929 | -4.77% | $36,250,686 |
Showing 30 of 1,374 holdings in the latest reporting period.