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Prospect Financial Group - Q1 2026 13F Filings

PR

Prospect Financial Group LLC

CIK: 0002021762
Address: Virginia Arlington 3617 N. Albemarle St.
$108.31 M
Portfolio Value
63
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$598,172.24
2. BNDX Vanguard Total International Bond Etf
+$401,505.18
3. BND Vanguard Total Bond Market Etf
+$303,396.83
4. VTEB Vanguard Tax-Exempt Bond Etf
+$278,585.83
5. AMAT Applied Materials
+$251,899

Top Sells

Q1 2026
1. DFAS Dimensional Us Small Cap Etf
−$783,200.15
2. ORCL Oracle Corporation
−$238,765
3. DFEM Dimensional Emerging Markets Core Equity 2 Etf
−$203,914
4. PG The Procter & Gamble Company
−$202,497
5. DFIC Dimensional International Core Equity 2 Etf
−$174,629.93

Asset Allocation

Stocks/ETFs
+0.72%
$108.31 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Prospect Financial Group Q1 2026 Filing Summary

Prospect Financial Group LLC filed its 13F report for Q1 2026 on May 05, 2026. The portfolio totaled 108.31 M reflecting a +0.72% change from the prior quarter, spanning 63 assets. The top 10 holdings comprised 59.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Prospect Financial Group’s Q1 2026 Filing

Prospect Financial Group submitted their Form 13F-HR for the Q1 2026 period on 05/05/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Prospect Financial Group reported a managed portfolio value of 63, consisting of 108,308 individual positions.

This page displays the raw filing documents. To see which stocks Prospect Financial Group bought or sold during Q1 2026, please visit Prospect Financial Group's Portfolio Analysis page.