C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Q2 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
269
- Value ($000)
$1,069,305
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $141.44M | 13 % | 3,946,463 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $111.20M | 10 % | 1,529,822 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $57.07M | 5 % | 853,734 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $42.80M | 4 % | 97,635 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $41.85M | 4 % | 228,891 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $34.80M | 3 % | 639,009 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $34.54M | 3 % | 195,417 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $26.36M | 3 % | 821,790 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $21.55M | 2 % | 226,129 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $19.96M | 2 % | 102,140 |
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