C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CIK 0001965756 · Q2 2026

13F Equity AUM

$2.0B

+15.3% QoQ

Positions

424

+21 QoQ

AUM Rank

#1,515

Top 17%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #3,482 · Top 42%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 30.0%Top 10: 43.8%Top 20: 57.3%

SPYM12.4%

DFAC6.0%

CORO4.3%

VUG3.7%

VEA3.6%

DYNF3.5%

VTV2.9%

DFAX2.5%

SPYG2.5%

BAI2.4%

Others (414)56.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services85.5%

Fund5.7%

Technology3.8%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 424Median: 0.04%Avg: 0.24%

0–0.5%

387(30.8%)

0.5–1%

18(12.9%)

1–3%

13(22.8%)

3–5%

4(15.1%)

5%+

2(18.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 424vs 20 funds

0%Low

424

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New56Increased178Decreased169Exited35

New Positions

IALT0.7%

+534K

BLACKROCK ETF TRUST …0.1%

+58K

VOX0.1%

+16K

VT0.1%

+17K

JMUB0.1%

+24K

VTIP0.1%

+21K

BILT0.0%

+28K

SNDK0.0%

+310

IJT0.0%

+3K

BFRZ0.0%

+19K

Increased

VUG3.7%

+746K(+598%)

SPYM12.4%

+507K(+22%)

CORO4.3%

+146K(+6%)

SPYG2.5%

+106K(+34%)

GOVT1.0%

+104K(+13%)

VEA3.6%

+94K(+10%)

SHLD1.1%

+88K(+33%)

HEAL0.2%

+85K(+126%)

IDEF0.2%

+75K(+126%)

BALI0.2%

+71K(+100%)

Decreased

TFLO0.1%

-436,532(-88%)

THRO0.9%

-184,478(-29%)

QUAL0.1%

-130,396(-91%)

IEMG1.2%

-126,205(-30%)

DFAC6.0%

-118,853(-4%)

USFR0.0%

-64,346(-86%)

DFAX2.5%

-54,436(-4%)

ZALT0.2%

-48,931(-34%)

BINC0.5%

-45,387(-19%)

XLE0.0%

-37,664(-80%)

Exited

-93,343

-76,488

-26,576

-54,076

-14,430

-16,171

-29,348

-10,677

-10,197

-12,238

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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