Prospera Financial Services

Private Equity

Prospera Financial Services is a Private Equity led by Jared Corey Kushner, managing $5.8B across 1,336 long positions as of Q3 2025 with 42% ETF concentration.

CEOJared Corey Kushner

Portfolio Value: $5.8B
Positions: 1,336
Top Holding: AAPL at 3.68%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Prospera Financial Services's portfolio (19.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$215.0M	3.68%	+$3.0M Bought	0.01% 844.1K shares	≤ Q2 2013 Held for 12y 5m+
2 Nvidia NVDA	Semiconductors Technology	$210.8M	3.61%	+$17.5M Bought	0.00% 1.1M shares	Q3 2016 Held for 9y 2m
3 Microsoft MSFT	Software - Infrastructure Technology	$136.3M	2.33%	+$4.2M Bought	0.00% 263.0K shares	≤ Q2 2013 Held for 12y 5m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$100.0M	1.71%	+$3.9M Bought	0.00% 455.4K shares	Q4 2013 Held for 11y 11m
5 Invesco QQQ Trust QQQ	ETF ETF	$83.5M	1.43%	+$1.3M Bought	— 139.0K shares	≤ Q2 2013 Held for 12y 5m+
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$78.2M	1.34%	-$2.5M Sold	0.01% 155.5K shares	Q4 2019 Held for 5y 11m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$75.6M	1.29%	+$5.4M Bought	0.01% 239.5K shares	≤ Q2 2013 Held for 12y 5m+
8 Broadcom Inc. AVGO	Semiconductors Technology	$73.4M	1.26%	-$2.9M Sold	0.00% 222.5K shares	Q2 2018 Held for 7y 5m
9 First Trust Rising Dividend Achievers RDVY	ETF ETF	$73.4M	1.26%	+$2.1M Bought	— 1.1M shares	Q1 2019 Held for 6y 8m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$68.9M	1.18%	-$6.4M Sold	— 103.3K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Prospera Financial Services's latest filing

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Market Value

$5.8B

Prior: $5.4B

Q/Q Change

+9.03%

+$483.6M

Net Flows % of MV

+1.2%

Turnover Ratio

5.68%

New Purchases

44 stocks

$25.7M

Added To

657 stocks

+$326.7M

Sold Out Of

56 stocks

$45.9M

Reduced Holdings

530 stocks

-$236.7M

Increased Positions

Position	Shares Δ	Change
1 iShares MSCI Global Gold Miners RING	New	0 → 110.6K +$7.2M
2 HTO Hyperion 2005 Investment Grade Opportunity Trust HTO	New	0 → 58.7K +$2.9M
3 Invesco China Technology CQQQ	New	0 → 31.2K +$1.8M
4 Global X Artificial Intelligence & Technology AIQ	New	0 → 27.0K +$1.3M
5 BitMine Immersion Technologies, Inc. BMNR	New	0 → 16.7K +$864.6K

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P 400 Mid Cap Growth ETF MDYG	Sold	63.0K → 0 −$5.5M
2 Zebra Technologies ZBRA	Sold	12.5K → 0 −$3.8M
3 T. Rowe Price International Equity TOUS	Sold	102.9K → 0 −$3.3M
4 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	Sold	91.6K → 0 −$3.1M
5 Globus Medical GMED	Sold	42.4K → 0 −$2.5M

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Analytics

Portfolio insights and performance metrics for Prospera Financial Services

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Sector Allocation

ETF

41.50%

Technology

17.70%

Financial Services

8.10%

Industrials

6.10%

Consumer Cyclical

4.70%

Communication Services

4.10%

Healthcare

3.50%

Energy

3.20%

Consumer Defensive

2.90%

Utilities

1.50%

Basic Materials

1.40%

Real Estate

0.60%

Market Cap Distribution

Mega Cap (> $200B)

31.71%

Large Cap ($10B - $200B)

19.63%

Mid Cap ($2B - $10B)

1.41%

Small Cap ($300M - $2B)

0.42%

Micro Cap ($50M - $300M)

0.14%

Nano Cap (< $50M)

0.43%

N/A (ETF or Unknown)

46.27%

Portfolio Concentration

Top 10 Holdings %

19.09%

Top 20 Holdings %

27.98%

Top 50 Holdings %

43.15%

Top 100 Holdings %

57.59%