C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q4 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
377
- Value ($000)
$1,671,083
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $139.92M | 8 % | 1,744,238 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $111.9M | 7 % | 2,826,409 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $59.14M | 4 % | 972,506 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $54.71M | 3 % | 112,136 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $54.21M | 3 % | 867,832 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $52.07M | 3 % | 774,664 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $50.3M | 3 % | 1,536,741 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $47.49M | 3 % | 223,947 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $42.44M | 3 % | 222,186 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $39.63M | 2 % | 668,465 |
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