13F Filings History of Prosperity Consulting Group, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$2,223,435,040
Signature - Title
Sean Reitenbach - Portfolio Manager
Location
Owings Mills, MD
Summary
This page shows a list of all the recent 13F filings made by Prosperity Consulting Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperity Consulting Group, LLC reported 503 stock holdings with total value $2,223,435,040 as of Q4 2025. Top holdings included IVV, EFA, QQQ, JEPI, and AAPL.

Notify me when Prosperity Consulting Group, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 503 $2,223,435,040 +$245,528,430 -$57,184,192 +$188,344,238 IVV, EFA, QQQ, JEPI, AAPL 13F-HR 17 Feb 2026, 15:46
Q3 2025 491 $2,028,873,836 +$644,875,330 -$68,809,682 +$576,065,648 IVV, EFA, AAPL, JEPI, QQQ 13F-HR 14 Nov 2025, 15:27
Q2 2025 448 $1,370,460,094 +$56,639,380 -$58,899,912 -$2,260,532 IVV, AAPL, JEPI, AGG, XLK 13F-HR 05 Aug 2025, 13:47
Q1 2025 459 $1,293,682,107 +$50,681,973 -$63,043,483 -$12,361,510 IVV, AAPL, JEPI, AGG, SCHD 13F-HR 07 May 2025, 13:24
Q4 2024 463 $1,328,643,514 +$109,697,766 -$36,047,882 +$73,649,884 IVV, AAPL, AGG, JEPI, XLK 13F-HR 14 Feb 2025, 13:00
Q3 2024 458 $1,281,688,499 +$536,982,198 -$35,111,842 +$501,870,356 IVV, AAPL, AGG, JEPI, SCHD 13F-HR 15 Oct 2024, 09:00
Q2 2024 303 $737,456,136 +$36,041,308 -$101,074,426 -$65,033,118 IVV, AGG, JEPI, AAPL, QQQM 13F-HR 08 Aug 2024, 16:27
Q1 2024 330 $797,440,860 +$487,738,782 -$10,717,683 +$477,021,099 AGG, IVV, JEPI, AAPL, QQQM 13F-HR 01 May 2024, 08:54
Q4 2023 202 $298,501,502 +$76,056,076 -$17,041,877 +$59,014,199 IVV, JEPI, AAPL, SPY, MSFT 13F-HR 13 Feb 2024, 12:59
Q3 2023 147 $217,611,975 +$65,710,393 -$4,928,857 +$60,781,536 IVV, SPY, AAPL, IWM, MSFT 13F-HR 13 Nov 2023, 19:30
Q2 2023 105 $162,783,065 +$3,748,488 -$8,392,709 -$4,644,221 IVV, IWM, SDY, AAPL, AVDV 13F-HR 25 Jul 2023, 10:05
Q1 2023 104 $158,200,915 +$7,940,291 -$7,435,134 +$505,157 IVV, IWM, SDY, JPST, AVDV 13F-HR 24 Apr 2023, 06:07
Q4 2022 101 $150,041,444 +$23,290,535 -$3,107,798 +$20,182,737 IVV, SDY, JPST, IWM, DAUG 13F-HR 08 Feb 2023, 11:18
Q3 2022 96 $121,874,000 +$17,718,241 -$1,563,958 +$16,154,283 IVV, JPST, SDY, DAUG, IWM 13F-HR 17 Oct 2022, 06:06
Q2 2022 88 $115,415,000 +$8,685,938 -$5,748,077 +$2,937,861 IVV, SDY, JPST, IWM, AAPL 13F-HR 25 Jul 2022, 12:46
Q1 2022 94 $134,663,000 +$8,806,373 -$5,552,607 +$3,253,766 IVV, SDY, JPST, AMZN, AAPL 13F-HR 19 Apr 2022, 17:03
Q4 2021 97 $131,991,000 $0 $0 $0 IVV, SDY, JPST, IWM, AAPL 13F-HR 10 Feb 2022, 14:28