13F Filings History of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$1,671,082,541
Signature - Title
Ryan J. Warner - VP of Compliance and Supervision
Location
Westlake, OH
Summary
This page shows a list of all the recent 13F filings made by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 377 stock holdings with total value $1,671,082,541 as of Q4 2025. Top holdings included SPYM, DFAC, DYNF, VUG, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 377 $1,671,082,541 +$251,344,296 -$331,153,500 -$79,809,204 SPYM, DFAC, DYNF, VUG, VEA 13F-HR 20 Jan 2026, 12:43
Q3 2025 412 $1,724,847,177 +$209,737,672 -$120,274,964 +$89,462,708 DFAC, SPLG, DCOR, DFAX, VUG 13F-HR 21 Oct 2025, 12:10
Q2 2025 381 $1,532,794,346 +$248,212,526 -$85,460,934 +$162,751,592 DFAC, SPLG, DCOR, DFAX, VUG Restatement 03 Nov 2025, 12:35
Q1 2025 349 $1,265,711,426 +$143,762,518 -$84,423,248 +$59,339,270 DFAC, SPLG, DFAX, DCOR, VUG 13F-HR 12 May 2025, 15:53
Q4 2024 337 $1,231,433,530 +$179,712,749 -$117,010,827 +$62,701,922 DFAC, SPLG, DFAX, DCOR, VUG Restatement 31 Jan 2025, 14:14
Q3 2024 336 $1,175,319,068 +$263,981,812 -$36,953,306 +$227,028,506 DFAC, SPLG, DFAX, VUG, VTV 13F-HR 08 Oct 2024, 15:39
Q2 2024 309 $904,075,541 +$153,149,414 -$110,719,339 +$42,430,075 DFAC, SPLG, DFAX, VUG, VTV 13F-HR 02 Aug 2024, 10:27
Q1 2024 323 $845,087,929 +$196,303,998 -$332,416,884 -$136,112,886 DFAC, SPLG, DFAX, VUG, AAPL 13F-HR 03 May 2024, 16:31
Q4 2023 260 $921,792,740 +$148,230,389 -$53,370,227 +$94,860,162 DFAC, SPLG, DFAX, ESGU, VUG 13F-HR 12 Feb 2024, 11:02
Q3 2023 235 $755,951,998 +$134,667,864 -$68,998,843 +$65,669,021 DFAC, SPLG, DFAX, ESGU, VUG 13F-HR 02 Nov 2023, 12:08
Q2 2023 229 $714,954,261 +$70,787,169 -$37,835,308 +$32,951,861 DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 21 Jul 2023, 13:27
Q1 2023 199 $647,016,754 +$319,636,088 -$16,493,529 +$303,142,559 DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 05 May 2023, 16:21
Q4 2022 191 $324,843,746 $0 $0 $0 DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 14 Feb 2023, 16:23