Prospect Financial Group LLC — 13F holdings

Prospect Financial Group LLC reported 70 holdings worth $124M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. DFEM DIMENSIONAL ETF TRUST — $12.1M (9.8%)
  2. DIMENSIONAL ETF TRUST — $9.25M (7.5%)
  3. BND VANGUARD BD INDEX FDS — $8.68M (7.0%)
  4. DFIC DIMENSIONAL ETF TRUST — $7.55M (6.1%)
  5. DIMENSIONAL ETF TRUST — $7.35M (5.9%)
  6. BNDX VANGUARD CHARLOTTE FDS — $7.32M (5.9%)
  7. VTI VANGUARD INDEX FDS — $6.32M (5.1%)
  8. VOO VANGUARD INDEX FDS — $4.93M (4.0%)
  9. AVDV AMERICAN CENTY ETF TR — $4.12M (3.3%)
  10. FREL FIDELITY COVINGTON TRUST — $3.65M (2.9%)