Prospera Capital Management, LLC
Prospera Capital Management, LLC is a registered investment adviser headquartered in Dallas, Texas. Established in 2022, the firm operates as a subsidiary of Prospera Financial Services, which has a multi-decade track record as an investment advisory and broker-dealer firm. Prospera Capital Management provides a range of fiduciary wealth management, investment advisory, and financial planning services tailored to individual and institutional clients. As of mid-2025, the firm reports approximately $214 million in assets under management (AUM).
Investment Strategy
Prospera Capital Management, LLC primarily implements a diversified, model-based portfolio approach, utilizing major exchange-traded funds (ETFs) such as VTI, VXUS, BND, BNDX, and VOO, which collectively represent a significant portion of client assets. The firm emphasizes asset allocation, long-term capital appreciation, and risk management tailored to individual client goals and profiles. Financial planning services are offered, covering retirement, estate, income tax, and insurance planning, provided either as one-time recommendations or ongoing support. The focus is on constructing suitable portfolios through both in-house model portfolios and external third-party managed accounts.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 40.24% | $83.2M | 253,600 | $292.85 | $328.17 | +$12.2M |
V VXUS | VANGUARD STAR FDS | 12.98% | $26.8M | 365,348 | $59.93 | $73.46 | +$2.6M |
B BNDX | VANGUARD CHARLOTTE FDS | 7.64% | $15.8M | 320,052 | $49.09 | $49.46 | +$1.1M |
B BND | VANGUARD BD INDEX FDS | 7.41% | $15.3M | 206,400 | $72.27 | $74.37 | +$761.7K |
V VOO | VANGUARD INDEX FDS | 6.61% | $13.7M | 22,327 | $541.17 | $612.38 | +$733.2K |