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Prospect Financial Group LLC
Prospect Financial Group LLC is a boutique, fee-only investment adviser based in Arlington, Virginia. Founded in 2004, the firm is wholly owned and operated by Gillian Curran, who is also its sole investment advisor representative. The firm provides comprehensive financial planning and investment management services to individuals, high net worth individuals, and retirement plans, serving primarily clients in the United States. The firm acts in a fiduciary capacity and is committed to placing clients' interests above its own. As of February 2025, the firm employs 1 staff member.
Investment Strategy
Prospect Financial Group LLC delivers fee-only portfolio management tailored to each client's unique needs and goals. The firm primarily invests client assets in mutual funds and exchange-traded funds to achieve broad market diversification and efficient asset allocation. In some specific situations, at the client’s request or based on portfolio size and tax status, the firm may allocate a portion of assets to separately managed accounts or directly managed individual securities. All strategies are guided by a fiduciary standard, seeking to align investment approaches with each client’s risk tolerance, objectives, and tax circumstances, while eschewing commissions and referral fees from third parties.
Latest 13F Filing Activity
Prospect Financial Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $96M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Prospect Financial Group LLC reduced exposure to Vanguard Specialized Funds, Pinterest Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 8.08% | $7.7M | 104,966 | $71.98 | $73.63 | +$274.4K |
D DCOR | DIMENSIONAL ETF TRUST | 7.92% | $7.6M | 113,224 | $66.85 | $66.85 | +$7.6M |
D DFEM | DIMENSIONAL ETF TRUST | 7.72% | $7.4M | 248,670 | $26.78 | $29.68 | +$1.9M |
D DFIC | DIMENSIONAL ETF TRUST | 7.05% | $6.7M | 216,700 | $27.58 | $31.09 | +$2.7M |
B BNDX | VANGUARD CHARLOTTE FDS | 6.27% | $6.0M | 121,035 | $49.04 | $49.51 | +$65.9K |
Industry Allocation
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