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Sean Reitenbach

Prosperity Consulting Group, Llc

Assets Managed
$2.248B
Holdings
519
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
1.1%(2Q avg: 5.35%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Consulting Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Prosperity Consulting Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.248B in assets, with a quarterly growth rate of 1.1% and a 2-quarter average growth rate of 5.35%. The portfolio is managed by Sean Reitenbach, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.42%
12.85%
$288.832M
442,174 shares@ $653.21 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 11.79%
4.81%
$108.113M
1.113M shares@ $97.14 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 7.1%
3.46%
$77.698M
1.371M shares@ $56.68 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.57%
3.24%
$72.736M
126,020 shares@ $577.18 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 45.61%
3.24%
$72.678M
292,068 shares@ $248.84 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.7%
3.1%
$69.492M
273,815 shares@ $253.8 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 0.99%
2.41%
$54.08M
373,096 shares@ $144.95 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 77.29%
2.33%
$52.353M
220,323 shares@ $237.63 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.54%
2.27%
$50.843M
265,068 shares@ $191.81 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 12.34%
2.02%
$45.233M
893,574 shares@ $50.62 avg price

1-10 of 519