C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q3 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
412
- Value ($000)
$1,724,847
- Date Filed10/21/2025
- Form type13F-HR
- CIK0001965756
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $155.27 M | 9 % | 4,025,732 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $125.74 M | 7 % | 1,605,031 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $65.10 M | 4 % | 904,883 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $57.72 M | 3 % | 1,839,453 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $52.19 M | 3 % | 108,814 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $49.83 M | 3 % | 831,601 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $47.03 M | 3 % | 794,480 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $43.34 M | 3 % | 222,853 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $40.21 M | 2 % | 215,634 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $37.62 M | 2 % | 1,147,403 |
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