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Prosperity Bancshares Portfolio holdings
AUM
$153M
This Quarter
Est. Return
+3.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
98.81%
Top 10 Holdings %
Top 10 Hldgs %
37%
Holding
396
New
396
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$7.43M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$5.22M |
| 3 |
Apple
AAPL
|
+$4.56M |
| 4 |
IDEQ
Lazard International Dynamic Equity ETF
IDEQ
|
+$4.24M |
| 5 |
Microsoft
MSFT
|
+$4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.39% |
| 2 | Financials | 12.92% |
| 3 | Communication Services | 5.27% |
| 4 | Consumer Discretionary | 4.6% |
| 5 | Healthcare | 4.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
| $7.62M | 6.88% |
+232,878
| New | +$7.43M |
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.06T
| $5.28M | 4.77% |
+7
| New | +$5.22M |
|
|
3
Apple
AAPL
$4.51T
| $4.62M | 4.17% |
+16,992
| New | +$4.56M |
|
|
IDEQ
4
Lazard International Dynamic Equity ETF
IDEQ
$1.7B
| $4.4M | 3.97% |
+144,960
| New | +$4.24M |
|
5
NVIDIA
NVDA
$5.2T
| $3.97M | 3.58% |
+21,289
| New | +$3.96M |
|
|
6
Microsoft
MSFT
$3.59T
| $3.86M | 3.49% |
+7,990
| New | +$4M |
|
7
Vanguard Total International Stock ETF
VXUS
$164B
| $3.51M | 3.17% |
+46,514
| New | +$3.47M |
|
8
JPMorgan Core Plus Bond ETF
JCPB
$14.3B
| $3.13M | 2.82% |
+66,022
| New | +$3.14M |
|
9
ExxonMobil
XOM
$679B
| $2.36M | 2.13% |
+19,613
| New | +$2.27M |
|
10
Vanguard Real Estate ETF
VNQ
$39.1B
| $2.25M | 2.03% |
+25,479
| New | +$2.29M |
|
11
Walmart Inc
WMT
$825B
| $2.23M | 2.01% |
+20,008
| New | +$2.15M |
|
12
iShares MSCI EAFE ETF
EFA
$80B
| $2.23M | 2.01% |
+23,200
| New | +$2.2M |
|
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $2.2M | 1.99% |
+27,612
| New | +$2.2M |
|
14
Vanguard Core Bond ETF
VCRB
$7.49B
| $2.15M | 1.94% |
+27,592
| New | +$2.16M |
|
15
Amazon
AMZN
$2.79T
| $2.06M | 1.86% |
+8,920
| New | +$2.04M |
|
16
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
| $1.94M | 1.75% |
+5,782
| New | +$1.92M |
|
17
Broadcom
AVGO
$1.75T
| $1.81M | 1.64% |
+5,240
| New | +$1.87M |
|
18
Alphabet (Google) Class C
GOOG
$4.18T
| $1.78M | 1.6% |
+5,667
| New | +$1.62M |
|
|
19
Alphabet (Google) Class A
GOOGL
$4.22T
| $1.71M | 1.54% |
+5,459
| New | +$1.56M |
|
20
Aptus Collared Investment Opportunity ETF
ACIO
$2.41B
| $1.62M | 1.47% |
+37,159
| New | +$1.63M |
|
21
iShares Core US REIT ETF
USRT
$4.65B
| $1.62M | 1.46% |
+28,484
| New | +$1.65M |
|
22
Caterpillar
CAT
$381B
| $1.55M | 1.4% |
+2,703
| New | +$1.5M |
|
23
JPMorgan Chase
JPM
$935B
| $1.5M | 1.36% |
+4,666
| New | +$1.44M |
|
24
Tesla
TSLA
$1.43T
| $1.3M | 1.17% |
+2,895
| New | +$1.28M |
|
25
Harbor Long-Term Growers ETF
WINN
$1.18B
| $1.16M | 1.04% |
+37,148
| New | +$1.16M |
|
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Prosperity Bancshares's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Prosperity Bancshares, which disclosed 396 positions worth $111M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Dimensional World ex US Core Equity 2 ETF: 232,878 shares worth $7.62M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Financials and Communication Services.
- Prosperity Bancshares's largest Q4 2025 buy was Dimensional World ex US Core Equity 2 ETF: 232,878 shares worth $7.62M.
- Prosperity Bancshares's ten largest holdings make up 37% of its $111M portfolio in Q4 2025.
- Prosperity Bancshares disclosed 396 positions in Q4 2025, its first 13F filing on record.
Based on Prosperity Bancshares's 13F filing for Q4 2025, filed 17 Feb 2026.