Prospera Financial Services Inc Q2 2026 Portfolio Activity Report
Prospera Financial Services Inc held a substantial portfolio valued at $6.66 billion as of June 30th, 2026. This period saw notable changes in their holdings across various sectors.
Prospera Financial Services Inc maintained a significant portfolio worth approximately $6.66 billion (or 6656 million) as of June 30th, 2026.
The investor's Technology sector allocation remains prominent, with companies like Apple Inc and NVIDIA Corp showing slight adjustments in their positions. However, the largest Technology holding by weight, Alphabet Inc (GOOGL), actually decreased its stake during this quarter.
In other sectors, changes were observed but generally smaller than in Technology. For instance, the investor's position in industrials giant Caterpillar Inc (CAT) saw a small increase of 0.12%, while consumer cyclical holding Amazon Com Inc (AMZN) also experienced minimal growth.
The investor demonstrated active trading in exchange-traded funds and index funds, particularly during Q2 2026. They significantly increased their positions in several Vanguard and iShares ETFs including Vanguard Information Technology ETF (VUG), Vanguard Market Neutral Strategy Stock Fund (MGK), and Vanguard Total Stock Market Index Funds (VO).
Conversely, Prospera also reduced their exposure to certain ETFs during this period. Holdings like the iShares Core U.S. Aggregate Bond Fund (IEZ), Capital Group Global Growth Equity Fund (CGGO), and T Rowe Price Exchange-Traded fund (TCAF) were sold or significantly decreased in weight.
Overall, while Technology holdings saw some movement including a notable decrease in Alphabet Inc's stake, the investor's most significant actions involved substantial buying of specific ETFs and selling of other exchange-traded funds. These changes reflect their dynamic investment strategy focused on fund selection during Q2 2026.