Sign In
test

Gillian Curran

Prospect Financial Group Llc

Assets Managed
$108.308M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
0.73%(2Q avg: 2.88%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Prospect Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Prospect Financial 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 108.308M in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 2.88%. The portfolio is managed by Gillian Curran, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -1.83%
10.08%
$10.913M
315,864 shares@ $34.55 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Decreased -1.15%
7.55%
$8.177M
113,445 shares@ $72.08 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.93%
7.43%
$8.041M
109,191 shares@ $73.65 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -2.33%
6.74%
$7.291M
205,211 shares@ $35.53 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 6.5%
6.09%
$6.586M
137,062 shares@ $48.05 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 10.31%
5.92%
$6.405M
164,827 shares@ $38.87 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.81%
5.1%
$5.519M
17,203 shares@ $320.82 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
3.97%
$4.29M
7,180 shares@ $597.53 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -1.04%
3.69%
$3.991M
39,966 shares@ $99.87 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 6.16%
3.06%
$3.309M
39,002 shares@ $84.85 avg price

1-10 of 63