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Mark Petersen

Prosperitas Financial Llc

Assets Managed
$268.417M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
4.35%(2Q avg: 5.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperitas Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Prosperitas Financial 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 268.417M in assets, with a quarterly growth rate of 4.35% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Mark Petersen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.67%
4.78%
$12.826M
440,302 shares@ $29.13 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -6.59%
4.72%
$12.651M
64,480 shares@ $196.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.11%
4.55%
$12.199M
48,067 shares@ $253.8 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.48%
4.38%
$11.753M
19,669 shares@ $597.54 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -9.43%
4.36%
$11.697M
40,676 shares@ $287.56 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -7.39%
4.11%
$11.027M
359,406 shares@ $30.69 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 25.3%
3.92%
$10.509M
418,685 shares@ $25.1 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.48%
3.85%
$10.319M
59,166 shares@ $174.41 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 433.74%
3.73%
$10.007M
197,726 shares@ $50.61 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 0.77%
3.68%
$9.865M
34,350 shares@ $287.18 avg price

1-10 of 93