Prosperitas Financial LLC — 13F Holdings & Portfolio

CIK 2001016 · latest 13F-HR filed 2026-08-19

Prosperitas Financial LLC manages $312.3M in 13F-reported U.S. long-equity assets across 141 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHG (4.80%), GOOGL (4.71%), AAPL (4.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 10, added to 58, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
25060 AVENUE STANFORD
SUITE 100
VALENCIA, CA 91355
Phone
(661) 255-9555
Filing Manager
Prosperitas Financial LLC
Valencia, CA
Signatory
Mark Petersen
COO
Loading holdings…
AUM

$312.3M

Long-equity book

Holdings

141

Distinct positions

Period

2026-06-30

Filed 2026-08-19

Q/Q Activity

+20 / −10 / ↑58 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COMFORT SYS USA INC$3.1M +37.2%
  • ALPHABET INC$3.0M +25.7%
  • APPLE INC$2.5M +20.2%
  • VERTIV HOLDINGS CO$2.3M +34.5%
  • SCHWAB STRATEGIC TR$2.2M +17.0%
Show all 58 →

Top Trims

  • WARNER BROS DISCOVERY INC-$1.7M -37.6%
  • OCCIDENTAL PETE CORP-$1.7M -31.4%
  • NETFLIX INC.-$955.2K -15.6%
  • CHEVRON CORPORATION-$787.6K -12.3%
  • SPDR GOLD TR-$112.0K -20.3%
Show all 11 →

New Positions

  • BLOOMIN BRANDS INC$6.3M
  • PROSHARES TR$480.4K
  • QUEST DIAGNOSTICS INC$335.5K
  • SPDR SERIES TRUST$333.7K
  • VICI PPTYS INC$323.1K
Show all 20 →

Exited Positions

  • GREEN DOT CORP$867.5K
  • INVESCO EXCHANGE TRADED FD T$506.1K
  • ISHARES TR$456.7K
  • INVESCO EXCH TRADED FD TR II$304.4K
  • STERLING INFRASTRUCTURE INC$301.8K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $15.0M 4.80% 443,314 SH
2 ALPHABET INC GOOGL 02079K305 $14.7M 4.71% 41,134 SH
3 APPLE INC AAPL 037833100 $14.7M 4.69% 50,652 SH
4 VANGUARD INDEX FDS VTV 922908744 $14.2M 4.55% 65,210 SH
5 VANGUARD INDEX FDS VOO 922908363 $13.6M 4.36% 19,806 SH
6 NVIDIA CORPORATION NVDA 67066G104 $12.1M 3.87% 60,427 SH
7 SCHWAB STRATEGIC TR SCHB 808524102 $11.8M 3.79% 408,771 SH
8 SCHWAB STRATEGIC TR SCHD 808524797 $11.5M 3.70% 364,070 SH
9 INVESCO QQQ TR QQQ 46090E103 $11.4M 3.66% 15,509 SH
10 COMFORT SYS USA INC FIX 199908104 $11.4M 3.66% 5,760 SH
11 VANGUARD INDEX FDS VO 922908629 $11.2M 3.60% 139,477 SH
12 AMAZON COM INC AMZN 023135106 $10.7M 3.41% 44,691 SH
13 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $9.8M 3.14% 194,221 SH
14 MICROSOFT CORP MSFT 594918104 $9.1M 2.92% 24,411 SH
15 VERTIV HOLDINGS CO VRT 92537N108 $8.9M 2.84% 26,469 SH
16 META PLATFORMS INC META 30303M102 $7.8M 2.49% 13,801 SH
17 BLOOMIN BRANDS INC BLMN 094235108 $6.3M 2.01% 687,896 SH
18 ELI LILLY & CO LLY 532457108 $5.7M 1.81% 4,717 SH
19 ABBVIE INC ABBV 00287Y109 $5.6M 1.80% 22,309 SH
20 CHEVRON CORPORATION CVX 166764100 $5.6M 1.80% 33,836 SH
21 PHILIP MORRIS INTL INC PM 718172109 $5.6M 1.78% 30,738 SH
22 ALTRIA GROUP INC MO 02209S103 $5.5M 1.77% 76,830 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $5.5M 1.76% 16,834 SH
24 NETFLIX INC. NFLX 64110L106 $5.2M 1.65% 72,250 SH
25 SPROUTS FMRS MKT INC SFM 85208M102 $5.0M 1.61% 59,518 SH
26 AMEREN CORP AEE 023608102 $5.0M 1.59% 43,996 SH
27 LOCKHEED MARTIN CORP LMT 539830109 $4.9M 1.56% 9,545 SH
28 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.5M 1.45% 4,845 SH
29 MASTERCARD INCORPORATED MA 57636Q104 $4.5M 1.43% 8,686 SH
30 AUTONATION INC AN 05329W102 $4.1M 1.31% 21,976 SH
31 MOLSON COORS BEVERAGE CO TAP 60871R209 $4.0M 1.28% 102,724 SH
32 OCCIDENTAL PETE CORP OXY 674599105 $3.7M 1.17% 75,283 SH
33 YETI HLDGS INC YETI 98585X104 $3.0M 0.95% 60,138 SH
34 WARNER BROS DISCOVERY INC WBD 934423104 $2.9M 0.93% 108,821 SH
35 CATERPILLAR INC CAT 149123101 $2.6M 0.84% 2,452 SH
36 ENSIGN GROUP INC ENSG 29358P101 $2.1M 0.67% 13,004 SH
37 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.6M 0.52% 28,674 SH
38 USCF ETF TR SDCI 90290T809 $1.6M 0.51% 60,737 SH
39 ROOT INC ROOT 77664L207 $1.5M 0.49% 27,401 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.5M 0.49% 3,172 SH
41 TESLA INC TSLA 88160R101 $1.4M 0.43% 3,217 SH
42 ALPHABET INC GOOG 02079K107 $1.3M 0.43% 3,816 SH
43 BROADCOM INC AVGO 11135F101 $1.3M 0.43% 3,562 SH
44 MICRON TECHNOLOGY INC MU 595112103 $1.2M 0.38% 1,021 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.1M 0.36% 1,522 SH
46 INDEPENDENCE RLTY TR INC IRT 45378A106 $968.9K 0.31% 58,055 SH
47 AMERICAN CENTY ETF TR AVDV 025072802 $800.9K 0.26% 7,772 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $792.6K 0.25% 1,584 SH
49 VANGUARD INDEX FDS VB 922908751 $603.9K 0.19% 1,992 SH
50 ISHARES TR ESGU 46435G425 $560.1K 0.18% 3,422 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-19 $312.3M 141 0001172661-26-003849
2026-03-31 2026-05-15 $268.4M 93 0001172661-26-002348
2025-12-31 2026-02-04 $257.2M 78 0001172661-26-000469
2025-09-30 2025-10-27 $241.1M 69 0001172661-25-004436