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Ryan J. Warner

C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors

Assets Managed
$2.025B
Holdings
424
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
15.3%(2Q avg: 10.21%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 424 positions.

Assets under management

The assets under management (AUM) of C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.025B in assets, with a quarterly growth rate of 15.3% and a 2-quarter average growth rate of 10.21%. The portfolio is managed by Ryan J. Warner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 21.64%
12.37%
$250.502M
2.851M shares@ $87.88 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -4.15%
6.01%
$121.541M
2.74M shares@ $44.37 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 6.46%
4.35%
$87.932M
2.403M shares@ $36.61 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 598.18%
3.71%
$75.011M
870,799 shares@ $86.15 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 10.27%
3.56%
$72.047M
1.011M shares@ $71.26 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.38%
3.51%
$70.993M
1.044M shares@ $68.01 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 13.59%
2.95%
$59.605M
273,505 shares@ $217.93 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -3.84%
2.48%
$50.19M
1.362M shares@ $36.84 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 33.7%
2.47%
$49.973M
419,977 shares@ $119.0 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -0.71%
2.45%
$49.513M
939,162 shares@ $52.73 avg price

1-10 of 424