Ryan J. Warner

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

Assets Managed

$1.756B

Holdings

403

Last Quarter

2026 - Q1

Filed Date

2mo 15d ago

Growth Rate

5.11%(2Q avg: 1%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 403 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.756B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 1%. The portfolio is managed by Ryan J. Warner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 34.36%	10.22%	$179.376M 2.344M shares@ $76.55 avg price	Increased 34.36%
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 1.15%	6.33%	$111.091M 2.859M shares@ $38.86 avg price	Increased 1.15%
CORO Ish Intl Ctry Rot Act Etf Recent Activity New Position	4.14%	$72.566M 2.257M shares@ $32.16 avg price	New Position
VEA Vanguard Ftse Developed Etf Recent Activity Increased 5.67%	3.35%	$58.762M 917,014 shares@ $64.08 avg price	Increased 5.67%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 3.84%	3.35%	$58.75M 1.01M shares@ $58.19 avg price	Increased 3.84%
VUG Vanguard Growth Etf Recent Activity Increased 11.23%	3.11%	$54.479M 124,725 shares@ $436.8 avg price	Increased 11.23%
DFAX Dimensional World Ex Us Core Recent Activity Decreased -7.8%	2.75%	$48.13M 1.417M shares@ $33.98 avg price	Decreased -7.8%
VTV Vanguard Value Etf Recent Activity Increased 8.38%	2.69%	$47.243M 240,791 shares@ $196.21 avg price	Increased 8.38%
DCOR Dimensional Us Core Eq 1 Etf Recent Activity Increased 3.3%	1.97%	$34.465M 478,148 shares@ $72.08 avg price	Increased 3.3%
IVE Ishares S&p 500 Value Etf Recent Activity Decreased -30.19%	1.88%	$33.007M 156,320 shares@ $211.15 avg price	Decreased -30.19%

1-10 of 403