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Prospect Financial Group - Q4 2025 13F Filings

PR

Prospect Financial Group LLC

CIK: 0002021762
Address: Virginia Arlington 3617 N. Albemarle St.
$107.53 M
Portfolio Value
62
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFEM Dimensional Emerging Markets Core Equity 2 Etf
+$2.46 M
2. COMB Graniteshares Bcom Broad Str
+$1.53 M
3. VTEB Vanguard Tax-Exempt Bond Etf
+$513,460.87
4. BNDX Vanguard Total International Bond Etf
+$298,762.08
5. CSCO Cisco Systems
+$201,356
6. FREL Fidelity Msci Real Estate Index Etf
+$147,330.9

Top Sells

Q4 2025
1. COMB Graniteshares Bcom Broad Str
−$370,756.33
2. HD The Home Depot
−$213,535
3. BND Vanguard Total Bond Market Etf
−$87,921.1
4. DCOR Dimensional Us Core Equity 1 Etf
−$76,575.21
5. DFIC Dimensional International Core Equity 2 Etf
−$66,335.54
6. AVGO Broadcom
−$42,570.32

Asset Allocation

Stocks/ETFs
+7.08%
$107.53 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Prospect Financial Group Q4 2025 Filing Summary

Prospect Financial Group LLC filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 107.53 M reflecting a +5.02% change from the prior quarter, spanning 62 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 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 Q4 2025 Filing

Prospect Financial Group submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Prospect Financial Group reported a managed portfolio value of 107.53 M, consisting of 62 individual positions.

This page displays the raw filing documents. To see which stocks Prospect Financial Group bought or sold during Q4 2025, please visit Prospect Financial Group's Portfolio Analysis page.