Q2 2026 13F · SEC CIK 1965756

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 424
Top holdings a year, 3 yrs: +19.2%
Average holding period: 3.1 yrs

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors is a wealth manager that reported 424 positions worth $2.0B in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Spdr Series Trust (SPLG, 12.4%), Dimensional U.s. Core Equity 2 (DFAC, 6.0%), Blackrock ETF Trust (CORO, 4.3%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holdings largest 50 of 424 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.4%	10.2%	2,850,502	+21.6%	$250.5M
DFACDimensional U.s. Core Equity 2	6.0%	6.3%	2,739,886	-4.2%	$121.5M
COROBlackrock ETF Trust	4.3%	4.1%	2,402,506	+6.5%	$87.9M
VUGVanguard Indx Fd	3.7%	3.1%	870,799	+598.2%	$75.0M
VEAVanguard Tax-Managed Fds	3.6%	3.3%	1,011,182	+10.3%	$72.0M
DYNFIshares U.s. Equity Factor Rotation Acti	3.5%	3.3%	1,043,867	+3.4%	$71.0M
VTVVanguard Value ETF	2.9%	2.7%	273,505	+13.6%	$59.6M
DFAXDimensional World Ex U.s. Core	2.5%	2.7%	1,362,389	-3.8%	$50.2M
SPYGSpdr Series Trust	2.5%	1.8%	419,977	+33.7%	$50.0M
BAIIshares A.i. Innovation and Tech Active	2.4%	1.8%	939,162	-0.7%	$49.5M
IVEIshares S&p 500 Value ETF	2.0%	1.9%	174,363	+11.5%	$39.6M
DCORDimensional ETF Trust	1.9%	2.0%	461,690	-3.4%	$37.8M
AAPLApple Inc	1.5%	1.5%	106,345	+1.5%	$30.8M
BNDXVanguard Charlotte Fds	1.4%	1.5%	595,099	+9.0%	$28.8M
MTUMIshares Msci USA Momentum Factor ETF	1.3%	1.4%	74,194	-28.5%	$25.4M
IEMGIshares	1.2%	1.7%	297,950	-29.8%	$24.7M
VWOVanguard Intl Equity Index F	1.2%	1.1%	395,627	+12.5%	$23.6M
SHLDGlobal X Fds	1.0%	1.1%	355,947	+32.8%	$21.3M
GOVTIshares Tr	1.0%	1.1%	912,153	+12.8%	$20.8M
DFICDfa Dimensional Intl Core Equit	1.0%	1.0%	517,545	+4.6%	$19.3M
BTHMBlackrock ETF Trust	0.9%	1.3%	445,384	-29.3%	$19.2M
QQQInvesco Qqq Tr	0.9%	0.9%	24,923	-7.6%	$18.4M
MBBIshares Tr	0.9%	0.9%	193,235	+10.3%	$18.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.8%	0.8%	213,928	+15.6%	$16.7M
DFSDDimensional ETF Trust	0.8%	0.8%	338,127	+14.0%	$16.1M
VOOVanguard S&p 500 ETF	0.8%	1.1%	23,033	-25.5%	$15.8M
VBVanguard Indx Fd	0.8%	0.7%	51,773	+8.0%	$15.7M
IALTBlackrock ETF Trust	0.7%	—	533,574	—	$15.0M
IVVIshares Core S&p 500 ETF	0.6%	0.7%	17,344	-5.5%	$13.0M
NVDANvidia Corporation Com	0.6%	0.6%	63,849	+8.4%	$12.8M
MSFTMicrosoft Corp	0.6%	0.8%	33,991	-5.7%	$12.7M
TLHIshares Tr	0.6%	0.7%	123,653	+8.2%	$12.4M
QQQMInvesco Nasdaq 100 ETF	0.6%	0.4%	40,472	+34.6%	$12.3M
IAUIshares Gold Trust	0.6%	0.5%	150,646	+59.1%	$11.4M
SPDWSPDR Portfolio Developed World	0.6%	0.6%	223,145	-2.1%	$11.2M
BINCIshares Flexible Income Active ETF	0.5%	0.7%	196,968	-18.7%	$10.3M
DFCFDimensional ETF Trust	0.5%	0.5%	243,899	+11.0%	$10.3M
DFGXDimensional ETF Trust	0.5%	0.5%	188,565	+9.5%	$10.1M
CGDVCapital Group Dividend Value ETF	0.5%	0.5%	201,133	-2.1%	$9.9M
BIVVanguard Bd Index Fds	0.5%	0.4%	128,464	+30.3%	$9.9M
DFEMDimensional	0.5%	0.4%	237,364	+6.1%	$9.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	19,068	-1.9%	$9.5M
RSPInvesco S&p 500 Equal Weight ETF	0.4%	—	39,915	—	$8.5M
VMBSVmbs	0.4%	0.4%	174,495	+15.7%	$8.2M
DGCBDimensional ETF Trust	0.4%	0.4%	148,321	+5.2%	$8.1M
IEFiShs 7-10 ys Tsy	0.4%	—	83,668	—	$7.9M
BLVVanguard Bd Index Fds	0.4%	0.4%	114,027	+16.2%	$7.9M
AIRRFirst Tr Exchange Traded Fd	0.4%	0.4%	57,037	-7.9%	$7.6M
UJULInnovator Etfs Trust	0.4%	0.4%	183,958	+4.9%	$7.5M
HIMUBlackrock ETF Trust II	0.4%	—	146,866	—	$7.3M

What C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.3% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	424
Q1 2026	$1.8B	403
Q4 2025	$1.7B	377
Q3 2025	$1.7B	412
Q2 2025	$1.5B	381
Q1 2025	$1.3B	349
Q4 2024	$1.2B	337
Q3 2024	$1.2B	336
Q2 2024	$904.7M	309
Q1 2024	$845.1M	323
Q4 2023	$921.8M	259
Q3 2023	$756.0M	235

Questions about C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's portfolio

What stocks does C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors own?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 424 positions worth $2.0B. The largest are Spdr Series Trust (SPLG) at 12.4%, Dimensional U.s. Core Equity 2 (DFAC) at 6.0%, Blackrock ETF Trust (CORO) at 4.3%, Vanguard Indx Fd (VUG) at 3.7% and Vanguard Tax-Managed Fds (VEA) at 3.6%.

What did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors buy last quarter?

In Q2 2026, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added Vanguard Indx Fd (VUG) (+598.2% shares), Ishares Gold Trust (IAU) (+59.1% shares) and Invesco Nasdaq 100 ETF (QQQM) (+34.6% shares), compared with its Q1 2026 filing.

What did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors sell last quarter?

In Q2 2026, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors cut from its top 50 Ishares Msci USA Quality Factor ETF (QUAL), cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Innovator Etfs Trust (BALT), cut from its top 50 Dimensional ETF Trust (DFUS), Ishares (IEMG) (-29.8% shares), Blackrock ETF Trust (BTHM) (-29.3% shares) and Ishares Msci USA Momentum Factor ETF (MTUM) (-28.5% shares), compared with its Q1 2026 filing.

How has C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's portfolio performed?

A portfolio copying C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.3% against +20.1%.

When is C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.