account_balance
Investment manager · 13F filer · SEC CIK 1541625
Prospera Financial Services Inc
Reported value$7.73Bas of Sep 30, 2026
Positions1,511 183 new, 140 sold out
Top 10 weight18.8%AAPL alone is 4%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
4.4%Added +16%
NVDANvidia Corporation
3.7%Added +19%
MSFTMicrosoft Corp
2.3%Added +17%
AMZNAmazon Com Inc
1.7%Added +21%
QQQInvesco QQQ Tr
1.2%
RDVYFirst Tr Exchange Traded Fd
1.2%Added +4%
JPMJPMorgan Chase & Co
1.1%Added +15%
AVGOBroadcom Inc
1.1%Added +28%
GOOGLAlphabet Inc
1.1%Added +13%
SPYState STR SPDR S&P 500 ETF T
1.0%
XOMExxonmobil Holdings Corp
1.0%
LLYEli Lilly & Co
0.9%Added +10%
AAPLApple Inc
4.4%Added +16%
NVDANvidia Corporation
3.7%Added +19%
MSFT2.3%AMZN1.7%QQQ1.2%
RDVY1.2%
JPM1.1%AVGO1.1%GOOGL1.1%SPY1.0%XOM1.0%LLY0.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 4.4% Added +16%NVDA Nvidia Corporation 3.7% Added +19%MSFT Microsoft Corp 2.3% Added +17%AMZN Amazon Com Inc 1.7% Added +21%
QQQ Invesco QQQ Tr 1.2% Held
RDVY First Tr Exchange Traded Fd 1.2% Added +4%
JPM JPMorgan Chase & Co 1.1% Added +15%AVGO Broadcom Inc 1.1% Added +28%GOOGL Alphabet Inc 1.1% Added +13%SPY State STR SPDR S&P 500 ETF T 1.0% HeldXOM Exxonmobil Holdings Corp 1.0% HeldLLY Eli Lilly & Co 0.9% Added +10%What changed