1y return+19.8%S&P 500 +20.9%
3y return+53.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $171 against $195 in the S&P 500.2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $250.5M | 12.4% | +21.6% |
| Dimensional Etf TrustCUSIP 25434V708 | $121.5M | 6.0% | −4.2% |
| COROBlackrock Etf Trust | $87.9M | 4.3% | +6.5% |
| VUGVanguard Index Fds | $75.0M | 3.7% | +16.4% |
| VEAVanguard Tax-managed Fds | $72.0M | 3.6% | +10.3% |
| DYNFBlackrock Etf Trust | $71.0M | 3.5% | +3.4% |
| VTVVanguard Index Fds | $59.6M | 2.9% | +13.6% |
| DFAXDimensional Etf Trust | $50.2M | 2.5% | −3.8% |
| SPYGSpdr Series Trust | $50.0M | 2.5% | +33.7% |
| BAIBlackrock Etf Trust | $49.5M | 2.4% | |
| IVEIshares Tr | $39.6M | 2.0% | +11.5% |
| Dimensional Etf TrustCUSIP 25434V625 | $37.8M | 1.9% | −3.4% |
| AAPLApple Inc | $30.8M | 1.5% | +1.5% |
| BNDXVanguard Charlotte Fds | $28.8M | 1.4% | +9.0% |
| MTUMIshares Tr | $25.4M | 1.3% | −28.5% |
| IEMGIshares Inc | $24.7M | 1.2% | −29.8% |
| VWOVanguard Intl Equity Index F | $23.6M | 1.2% | +12.5% |
| SHLDGlobal X Fds | $21.3M | 1.0% | +32.8% |
| GOVTIshares Tr | $20.8M | 1.0% | +12.8% |
| DFICDimensional Etf Trust | $19.3M | 1.0% | +4.6% |
| THROBlackrock Etf Trust | $19.2M | 0.9% | −29.3% |
| QQQInvesco Qqq Tr | $18.4M | 0.9% | −7.6% |
| MBBIshares Tr | $18.3M | 0.9% | +10.3% |
| BSVVanguard Bd Index Fds | $16.7M | 0.8% | +15.6% |
| DFSDDimensional Etf Trust | $16.1M | 0.8% | +14.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $12.8M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $18.4M |
| VUGVanguard Index Fds | December 31, 2022 | +142.5% | $75.0M |
| SPYGSpdr Series Trust | December 31, 2022 | +134.8% | $50.0M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $30.8M |
| VOOVanguard Index Fds | December 31, 2022 | +95.5% | $15.8M |
| SPYMSpdr Series Trust | December 31, 2022 | +95.4% | $250.5M |
| IVVIshares Tr | December 31, 2022 | +94.9% | $13.0M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $49.5M |
| Dimensional Etf TrustCUSIP 25434V708 | December 31, 2022 | +82.7% | $121.5M |
Sold off last quarter
- SPMDSpdr Series Trust was $4.5M
- SPSMSpdr Series Trust was $4.5M
- Exxon Mobil CorpCUSIP 30231G102 was $4.5M
- QLTAIshares Tr was $2.6M
- XLCSelect Sector Spdr Tr was $1.6M
- IYRIshares Tr was $1.5M
- IWXIshares Tr was $945K
- HYGWIshares Tr was $866K
- VCSHVanguard Scottsdale Fds was $846K
- VOYAVoya Financial Inc was $836K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965756&type=13F-HR&dateb=&owner=include&count=40CIK 1965756
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965756/000117266126002704/Filed July 20, 2026 · accession 0001172661-26-002704