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

Q2 2026 13F Holdings

  • Location
    westlake, OH
  • Num holdings

    424

  • Value ($000)

    $2,025,125

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$250.5M
12 %

2,850,502

D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$121.54M
6 %

2,739,886

---

BLACKROCK ETF TRUST

ISHA IN CTRY ETF
09290C764
$87.93M
4 %

2,402,506

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$75.01M
4 %

870,799

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$72.05M
4 %

1,011,182

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$70.99M
4 %

1,043,867

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$59.6M
3 %

273,505

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$50.19M
3 %

1,362,389

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$49.97M
3 %

419,977

---

BLACKROCK ETF TRUST

ISHA I IN TE ETF
09290C780
$49.51M
2 %

939,162

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