13F Filings History of Prosperitas Financial LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$256,584,893
Signature - Title
Mark Petersen - COO
Location
Valencia, CA
Summary
This page shows a list of all the recent 13F filings made by Prosperitas Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperitas Financial LLC reported 77 stock holdings with total value $256,584,893 as of Q4 2025. Top holdings included SCHG, GOOGL, AAPL, VTV, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $256,584,893 +$22,113,655 -$9,875,045 +$12,238,610 SCHG, GOOGL, AAPL, VTV, VOO 13F-HR 04 Feb 2026, 12:09
Q3 2025 69 $241,147,792 +$15,787,266 -$7,032,931 +$8,754,335 SCHG, VTV, AAPL, VOO, NVDA 13F-HR 27 Oct 2025, 10:21
Q2 2025 59 $212,832,943 +$16,545,479 -$14,117,796 +$2,427,683 SCHG, SCHB, VTV, VOO, NVDA 13F-HR 12 Aug 2025, 13:09
Q1 2025 58 $193,431,477 +$28,580,815 -$26,089,560 +$2,491,255 VTV, SCHB, AAPL, VOO, SCHD 13F-HR 14 May 2025, 12:27
Q4 2024 64 $197,720,860 +$33,143,613 -$6,965,906 +$26,177,707 AAPL, SCHB, VOO, QQQ, SCHG 13F-HR 05 Feb 2025, 10:30
Q3 2024 62 $185,816,085 +$23,617,984 -$10,303,496 +$13,314,488 AAPL, VOO, QQQ, SCHG, SCHB 13F-HR 29 Oct 2024, 15:44
Q2 2024 59 $164,010,364 +$11,230,155 -$2,858,067 +$8,372,088 AAPL, SCHG, QQQ, SCHB, VOO Restatement 29 Oct 2024, 15:43
Q1 2024 57 $156,075,673 +$10,608,314 -$3,068,573 +$7,539,741 QQQ, SCHG, SCHB, AAPL, VO 13F-HR 09 May 2024, 11:40
Q4 2023 60 $135,761,644 +$9,538,823 -$14,395,082 -$4,856,259 AAPL, QQQ, SCHG, SCHB, IXUS 13F-HR 30 Jan 2024, 13:17
Q3 2023 67 $128,787,612 $0 $0 $0 AAPL, VCSH, QQQ, SCHG, SCHB 13F-HR 14 Nov 2023, 17:29