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Prospect Financial Group - Q2 2026 13F Filings

PR

Prospect Financial Group LLC

CIK: 0002021762
Address: Virginia Arlington 3617 N. Albemarle St.
$124.13 M
Portfolio Value
70
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTEB Vanguard Tax-Exempt Bond Etf
+$1.09 M
2. VTEC Vanguard California Tax-Exempt Bond Etf
+$783,070
3. BNDX Vanguard Total International Bond Etf
+$682,815.2
4. BND Vanguard Total Bond Market Etf
+$668,471.55
5. AVUS Avantis Us Equity Etf
+$450,212.7

Top Sells

Q2 2026
1. DFEM Dimensional Emerging Markets Core Equity 2 Etf
−$728,635.02
2. CA Xtrackers California Municipal Bond Etf
−$349,991
3. NVDA Nvidia Corporation
−$150,867.87
4. GOOGL Alphabet
−$149,380.66
5. DFIC Dimensional International Core Equity 2 Etf
−$94,118.61

Asset Allocation

Stocks/ETFs
+14.61%
$124.13 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Prospect Financial Group Q2 2026 Filing Summary

Prospect Financial Group LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 124.13 M reflecting a +14.61% change from the prior quarter, spanning 70 assets. The top 10 holdings comprised 57.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 2 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 Q2 2026 Filing

Prospect Financial Group submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Prospect Financial Group reported a managed portfolio value of 124.13 M, consisting of 70 individual positions.

This page displays the raw filing documents. To see which stocks Prospect Financial Group bought or sold during Q2 2026, please visit Prospect Financial Group's Portfolio Analysis page.