Prospera Financial Services Inc

Dallas, TX · CIK 1541625 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityPROSPERA FINANCIAL SERVICES, INC. (US)

Others nearbyDallas, TX

As an employer

US visa salary filings

Filings FY2024–20262
Median salary offered$67,000
Middle half$65,000 – $69,000
Job titles1
E-3 (Australians)2

Job title	Filings	Median	Range
Public Relations SpecialistDallas, TX	2	$67,000	$63,000 – $71,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Prospera Financial Services, Inc..

$6.9bn reported value +10.9% vs Q1 2026

1,468positions

18.1%in top 10

138 new 629 added 637 reduced 86 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	843,779	$244.2m3.55%	3.55%	Reduced -14.5k	-14,543 -1.7%
2	NVIDIA CORPORATION COM NVDA	NVDA	1,165,618	$233.2m3.39%	3.39%	Added +45.4k	+45,447 4.1%
3	MICROSOFT CORP COM MSFT	MSFT	296,327	$110.6m1.61%	1.61%	Added +4.2k	+4,204 1.4%
4	AMAZON COM INC COM AMZN	AMZN	454,422	$108.3m1.57%	1.57%	Added +561	+561 0.1%
5	CATERPILLAR INC COM CAT	CAT	97,568	$103.9m1.51%	1.51%	Added +2.1k	+2,124 2.2%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	272,534	$97.4m1.41%	1.41%	Reduced -13.6k	-13,567 -4.7%
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	131,820	$97.2m1.41%	1.41%	Reduced -8.0k	-7,964 -5.7%
8	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	1,105,561	$89.6m1.30%	1.30%	Reduced -65.5k	-65,501 -5.6%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	241,030	$85.2m1.24%	1.24%	Added +4.7k	+4,679 2.0%
10	BROADCOM INC COM AVGO	AVGO	207,114	$78.3m1.14%	1.14%	Reduced -11.0k	-11,007 -5.0%
11	JPMORGAN CHASE & CO COM JPM	JPM	229,858	$75.3m1.09%	1.09%	Reduced -2.2k	-2,170 -0.9%
12	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	99,549	$74.4m1.08%	1.08%	Added +6.5k	+6,456 6.9%
13	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	1,405,335	$66.3m0.96%	0.96%	Reduced -35.0k	-35,043 -2.4%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	130,881	$65.5m0.95%	0.95%	Reduced -9.2k	-9,161 -6.5%
15	ISHARES TR CORE S&P500 ETF IVV	IVV	83,774	$62.8m0.91%	0.91%	Added +3.7k	+3,737 4.7%
16	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	1,237,244	$61.0m0.89%	0.89%	Added +68.2k	+68,193 5.8%
17	MICRON TECHNOLOGY INC COM MU	MU	49,032	$56.6m0.82%	0.82%	Reduced -54.1k	-54,127 -52.5%
18	ELI LILLY & CO COM LLY	LLY	46,944	$56.3m0.82%	0.82%	Reduced -896	-896 -1.9%
19	EXXON MOBIL CORP COM XOM	XOM	410,242	$56.1m0.81%	0.81%	Reduced -3.3k	-3,315 -0.8%
20	APPLIED MATLS INC COM AMAT	AMAT	70,875	$51.3m0.74%	0.74%	Reduced -1.1k	-1,078 -1.5%
21	WALMART INC COM WMT	WMT	437,836	$49.6m0.72%	0.72%	Added +6.7k	+6,657 1.5%
22	META PLATFORMS INC CL A META	META	87,954	$49.6m0.72%	0.72%	Added +1.0k	+1,020 1.2%
23	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	596,001	$45.2m0.66%	0.66%	Reduced -35.6k	-35,577 -5.6%
24	JOHNSON & JOHNSON COM JNJ	JNJ	174,910	$44.4m0.65%	0.65%	Added +577	+577 0.3%
25	ISHARES TR RUS 1000 VAL ETF IWD	IWD	166,431	$40.4m0.59%	0.59%	Reduced -14.1k	-14,064 -7.8%
26	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	56,586	$38.9m0.57%	0.57%	Reduced -376	-376 -0.7%
27	WESTERN DIGITAL CORP COM WDC	WDC	60,180	$38.4m0.56%	0.56%	Added +3.5k	+3,470 6.1%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	64,869	$37.7m0.55%	0.55%	Reduced -10.0k	-10,037 -13.4%
29	INTEL CORP COM INTC	INTC	264,972	$37.0m0.54%	0.54%	Reduced -12.3k	-12,275 -4.4%
30	SPDR GOLD TR GOLD SHS GLD	GLD	98,406	$36.3m0.53%	0.53%	Reduced -4.9k	-4,929 -4.8%
31	PROCTER AND GAMBLE CO COM PG	PG	244,751	$35.9m0.52%	0.52%	Reduced -4.2k	-4,171 -1.7%
32	HONEYWELL AEROSPACE INC COM HONA	HONA	157,316	$34.8m0.51%	0.51%	New
33	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	97,603	$34.6m0.50%	0.50%	Added +78.1k	+78,093 400.3%
34	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	935,668	$34.4m0.50%	0.50%	Reduced -5.8k	-5,827 -0.6%
35	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	399,200	$34.4m0.50%	0.50%	Reduced -28.3k	-28,270 -6.6%
36	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	796,153	$34.4m0.50%	0.50%	Reduced -56.4k	-56,359 -6.6%
37	HONEYWELL INTL INC COM HON	HON	152,884	$34.2m0.50%	0.50%	New
38	NETFLIX INC COM NFLX	NFLX	471,017	$33.6m0.49%	0.49%	Reduced -12.4k	-12,422 -2.6%
39	VISA INC COM CL A V	V	94,580	$32.5m0.47%	0.47%	Reduced -764	-764 -0.8%
40	CORNING INC COM GLW	GLW	123,981	$31.7m0.46%	0.46%	Added +18.7k	+18,675 17.7%
41	ANALOG DEVICES INC COM ADI	ADI	79,574	$31.6m0.46%	0.46%	Added +2.0k	+2,035 2.6%
42	LAM RESEARCH CORP COM NEW LRCX	LRCX	71,870	$31.1m0.45%	0.45%	Reduced -14.7k	-14,687 -17.0%
43	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	83,642	$31.0m0.45%	0.45%	Added +3.9k	+3,948 5.0%
44	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	336,415	$29.6m0.43%	0.43%	Added +9.3k	+9,345 2.9%
45	BLACKSTONE INC COM BX	BX	249,715	$29.4m0.43%	0.43%	Added +1.1k	+1,076 0.4%
46	VANGUARD INDEX FDS VALUE ETF VTV	VTV	134,317	$29.3m0.43%	0.43%	Reduced -2.9k	-2,850 -2.1%
47	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	597,550	$28.8m0.42%	0.42%	Reduced -19.0k	-18,956 -3.1%
48	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	524,477	$26.1m0.38%	0.38%	Reduced -12.2k	-12,206 -2.3%
49	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	34,207	$26.1m0.38%	0.38%	Reduced -8.8k	-8,811 -20.5%
50	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	1,340,709	$25.3m0.37%	0.37%	Reduced -1.9k	-1,864 -0.1%
51	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	1,413,667	$25.3m0.37%	0.37%	Reduced -103.1k	-103,077 -6.8%
52	HEICO CORP NEW COM HEI	HEI	69,140	$24.6m0.36%	0.36%	Reduced -624	-624 -0.9%
53	STRATEGY SHS DAY HAGAN NED SSUS	SSUS	442,285	$24.5m0.36%	0.36%	Reduced -164.3k	-164,316 -27.1%
54	COSTCO WHSL CORP NEW COM COST	COST	26,065	$24.4m0.35%	0.35%	Reduced -251	-251 -0.9%
55	ABBVIE INC COM ABBV	ABBV	96,118	$24.2m0.35%	0.35%	Added +2.9k	+2,877 3.1%
56	CHEVRON CORP NEW COM CVX	CVX	144,599	$24.0m0.35%	0.35%	Reduced -4.3k	-4,312 -2.9%
57	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	423,847	$23.9m0.35%	0.35%	Reduced -35.8k	-35,821 -7.8%
58	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	78,303	$23.8m0.34%	0.34%	Reduced -1.6k	-1,624 -2.0%
59	ISHARES TR CORE DIV GRWTH DGRO	DGRO	310,091	$23.5m0.34%	0.34%	Added +2.5k	+2,493 0.8%
60	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	526,865	$23.0m0.33%	0.33%	Reduced -9.0k	-8,962 -1.7%
61	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	193,072	$22.5m0.33%	0.33%	Reduced -6.3k	-6,270 -3.1%
62	LINDE PLC SHS LIN	LIN	42,880	$22.3m0.32%	0.32%	Reduced -2.0k	-1,961 -4.4%
63	TESLA INC COM TSLA	TSLA	52,780	$22.2m0.32%	0.32%	Reduced -7.7k	-7,724 -12.8%
64	PALO ALTO NETWORKS INC COM PANW	PANW	62,571	$21.3m0.31%	0.31%	Reduced -463	-463 -0.7%
65	BANK AMERICA CORP COM BAC	BAC	373,611	$21.3m0.31%	0.31%	Reduced -8.7k	-8,685 -2.3%
66	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	22,041	$21.3m0.31%	0.31%	Added +744	+744 3.5%
67	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	714,319	$21.0m0.31%	0.31%	Added +35.5k	+35,489 5.2%
68	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	31,622	$20.7m0.30%	0.30%	Reduced -28.3k	-28,258 -47.2%
69	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	1,062,395	$20.3m0.30%	0.30%	Reduced -2.6k	-2,597 -0.2%
70	CISCO SYS INC COM CSCO	CSCO	171,316	$20.1m0.29%	0.29%	Reduced -18.8k	-18,803 -9.9%
71	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	549,627	$20.1m0.29%	0.29%	Reduced -210.2k	-210,235 -27.7%
72	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	192,356	$20.0m0.29%	0.29%	Reduced -13.4k	-13,445 -6.5%
73	FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT FTCB	FTCB	954,758	$19.9m0.29%	0.29%	Reduced -284.5k	-284,452 -22.9%
74	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	38,047	$19.9m0.29%	0.29%	Added +387	+387 1.0%
75	HOME DEPOT INC COM HD	HD	55,497	$19.6m0.28%	0.28%	Reduced -1.1k	-1,059 -1.9%
76	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	40,262	$19.2m0.28%	0.28%	Reduced -114	-114 -0.3%
77	INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO PDP	PDP	125,241	$19.0m0.28%	0.28%	Reduced -14.6k	-14,576 -10.4%
78	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	309,875	$18.5m0.27%	0.27%	Reduced -23.1k	-23,097 -6.9%
79	MCDONALDS CORP COM MCD	MCD	66,075	$17.9m0.26%	0.26%	Added +2.6k	+2,601 4.1%
80	VANGUARD INDEX FDS MID CAP ETF VO	VO	220,163	$17.7m0.26%	0.26%	Added +8.0k	+7,959 3.8%
81	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	224,230	$17.7m0.26%	0.26%	Added +8.3k	+8,335 3.9%
82	ISHARES TR US AER DEF ETF ITA	ITA	72,809	$17.7m0.26%	0.26%	Added +3.7k	+3,678 5.3%
83	UNITEDHEALTH GROUP INC COM UNH	UNH	42,278	$17.6m0.26%	0.26%	Reduced -3.8k	-3,779 -8.2%
84	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	346,668	$17.5m0.25%	0.25%	Reduced -1.0k	-1,049 -0.3%
85	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	627,005	$17.1m0.25%	0.25%	Added +17.7k	+17,679 2.9%
86	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	8,507	$16.9m0.25%	0.25%	Reduced -1.3k	-1,328 -13.5%
87	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	26,159	$16.8m0.24%	0.24%	Reduced -13.1k	-13,050 -33.3%
88	UNION PAC CORP COM UNP	UNP	61,243	$16.7m0.24%	0.24%	Reduced -3.0k	-2,981 -4.6%
89	ISHARES TR 20 YR TR BD ETF TLT	TLT	186,065	$16.1m0.23%	0.23%	Added +28.7k	+28,651 18.2%
90	ISHARES TR RUSSELL 2000 ETF IWM	IWM	52,817	$15.9m0.23%	0.23%	Reduced -3.3k	-3,319 -5.9%
91	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	350,355	$15.8m0.23%	0.23%	Added +61.3k	+61,264 21.2%
92	ORACLE CORP COM ORCL	ORCL	107,060	$15.7m0.23%	0.23%	Reduced -7.4k	-7,410 -6.5%
93	ISHARES TR US INDUSTRIALS IYJ	IYJ	93,578	$15.6m0.23%	0.23%	Reduced -2.8k	-2,814 -2.9%
94	ALPS ETF TR RIVERFRNT DYMC RFDA	RFDA	219,625	$15.5m0.22%	0.22%	Reduced -21.4k	-21,351 -8.9%
95	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	204,070	$15.4m0.22%	0.22%	Reduced -64.3k	-64,320 -24.0%
96	ISHARES TR 7-10 YR TRSY BD IEF	IEF	162,813	$15.4m0.22%	0.22%	Added +16.8k	+16,783 11.5%
97	ISHARES TR RUS 1000 GRW ETF IWF	IWF	123,239	$15.3m0.22%	0.22%	Reduced -1.0k	-1,049 -0.8%
98	GOLDMAN SACHS GROUP INC COM GS	GS	14,773	$15.0m0.22%	0.22%	Added +2.2k	+2,179 17.3%
99	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	198,593	$14.9m0.22%	0.22%	Reduced -2.7k	-2,686 -1.3%
100	NOVO-NORDISK A S ADR NVO	NVO	308,903	$14.8m0.22%	0.22%	Reduced -6.4k	-6,367 -2.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		150,940	$68.2m150.9k shares
ISHARES INC RING	RING	79,310	$6.3m79.3k shares
ALBEMARLE CORP ALB	ALB	25,383	$4.6m25.4k shares
FERROVIAL SE FER	FER	68,842	$4.5m68.8k shares
DUPONT DE NEMOURS INC DWDP	DWDP	28,534	$3.9m28.5k shares
KRANESHARES TRUST KWEB	KWEB	83,884	$2.4m83.9k shares
INVESCO EXCH TRADED FD TR II CQQQ	CQQQ	48,710	$2.2m48.7k shares
NU HLDGS LTD NU	NU	139,874	$2.0m139.9k shares
SPDR INDEX SHS FDS FEZ	FEZ	31,002	$1.9m31.0k shares
FERRARI N V RACE	RACE	5,549	$1.9m5.5k shares
NUSCALE PWR CORP SMR	SMR	172,672	$1.9m172.7k shares
CARNIVAL CORP		72,236	$1.9m72.2k shares
PHIBRO ANIMAL HEALTH CORP PAHC	PAHC	28,634	$1.6m28.6k shares
NOBLE CORP PLC NE	NE	28,736	$1.4m28.7k shares
T ROWE PRICE ETF INC TFLR	TFLR	24,850	$1.3m24.9k shares
SPDR INDEX SHS FDS EDIV	EDIV	30,998	$1.2m31.0k shares
IPG PHOTONICS CORP IPGP	IPGP	9,461	$1.1m9.5k shares
ISHARES TR IYT	IYT	14,005	$1.0m14.0k shares
PROTALIX BIOTHERAPEUTICS INC PLX	PLX	418,570	$908.3k418.6k shares
COUPANG INC CPNG	CPNG	46,461	$877.1k46.5k shares
ISHARES INC ECH	ECH	21,133	$840.2k21.1k shares
THOMSON REUTERS CORP		9,320	$838.7k9.3k shares
FEDERAL RLTY INVT TR NEW FRT	FRT	7,750	$823.0k7.8k shares
KINSALE CAP GROUP INC KNSL	KNSL	2,375	$811.3k2.4k shares
FLOWERS FOODS INC FLO	FLO	99,532	$811.2k99.5k shares