C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$1.8B
Holdings
399
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 1.61M shares)
10.2%
02
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 4.03M shares)
6.3%
03
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
4.1%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 831.6k shares)
3.3%
05
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Increased +58.9% (56.7k → 90.1k shares)
3.3%
06
$VUG
VANGUARD INDEX FDS
Q1 2026: Increased +78.4% (870 → 1.6k shares)
3.1%
07
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.84M shares)
2.7%
08
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 215.6k shares)
2.7%
09
$DCOR
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 904.9k shares)
2.0%
10
$IVE
ISHARES TR
Q1 2026: Increased +17.1% (1.5k → 1.7k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.