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

Q1 2026 13F Holdings

  • Location
    westlake, OH
  • Num holdings

    403

  • Value ($000)

    $1,756,473

  • Date Filed
    04/09/2026
  • Form type
    13F-HR
  • CIK
    0001965756
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$179.38M
10 %

2,343,557

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$111.09M
6 %

2,858,739

---

BLACKROCK ETF TRUST

ISHARES INTL CTR
09290C764
$72.57M
4 %

2,256,891

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$58.76M
3 %

917,014

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$58.75M
3 %

1,009,789

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$54.48M
3 %

124,725

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$48.13M
3 %

1,416,825

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$47.24M
3 %

240,791

D
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
25434V625
$34.46M
2 %

478,148

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$33.01M
2 %

156,320

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