# EDGAR Filing Document

**Accession Number:** 0002001016
**File Stem:** 0001172661-26-002348
**Filing Date:** 2026-5
**Character Count:** 13132
**Document Hash:** e3254773a9b364beaedccf6bc3840aac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-002348.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001172661-26-002348

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Prosperitas Financial LLC
- **CENTRAL INDEX KEY:** 0002001016

**ORGANIZATION NAME:**
- **EIN:** 850538718
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23456
- **FILM NUMBER:** 26988172

**BUSINESS ADDRESS:**
- **STREET 1:** 25060 AVENUE STANFORD
- **STREET 2:** SUITE 100
- **CITY:** VALENCIA
- **STATE:** CA
- **ZIP:** 91355
- **BUSINESS PHONE:** 661-255-9555

**MAIL ADDRESS:**
- **STREET 1:** 25060 AVENUE STANFORD
- **STREET 2:** SUITE 100
- **CITY:** VALENCIA
- **STATE:** CA
- **ZIP:** 91355

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Prosperitas Financial LLC<br>**Address:** 25060 Avenue Stanford<br>Suite 100<br>Valencia, CA 91355

**Form 13F File Number:** 028-23456

**CRD Number (if applicable):** 000315768

**SEC File Number (if applicable):** 801-122207

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark Petersen<br>**Title:** COO<br>**Phone:** 661-255-9555

**Signature, Place, and Date of Signing:**

/s/ Mark Petersen  Valencia, CA  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $268417342

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 4276719 | 19664 | SH |  | SOLE |  | 13063 | 0 | 6601 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1118671 | 3900 | SH |  | SOLE |  | 2138 | 0 | 1762 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 11696720 | 40676 | SH |  | SOLE |  | 24847 | 0 | 15829 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 4644189 | 70377 | SH |  | SOLE |  | 47417 | 0 | 22960 |
| AMAZON COM INC | COM | 023135106 |  | 8901586 | 42741 | SH |  | SOLE |  | 24240 | 0 | 18501 |
| AMEREN CORP | COM | 023608102 |  | 4375699 | 39808 | SH |  | SOLE |  | 27051 | 0 | 12757 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 353394 | 3199 | SH |  | SOLE |  | 3199 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 771419 | 7725 | SH |  | SOLE |  | 7725 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 349381 | 4669 | SH |  | SOLE |  | 4669 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 386381 | 4795 | SH |  | SOLE |  | 4795 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 432345 | 5096 | SH |  | SOLE |  | 5096 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 269945 | 2428 | SH |  | SOLE |  | 2428 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 12199011 | 48067 | SH |  | SOLE |  | 33211 | 0 | 14856 |
| ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 |  | 214331 | 5890 | SH |  | SOLE |  | 3626 | 0 | 2264 |
| AT INC | COM | 00206R102 |  | 221291 | 7633 | SH |  | SOLE |  | 2572 | 0 | 5061 |
| AUTONATION INC | COM | 05329W102 |  | 3766864 | 19292 | SH |  | SOLE |  | 13301 | 0 | 5991 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 854414 | 1783 | SH |  | SOLE |  | 1760 | 0 | 23 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 203299 | 3352 | SH |  | SOLE |  | 1236 | 0 | 2116 |
| BROADCOM INC | COM | 11135F101 |  | 1077404 | 3481 | SH |  | SOLE |  | 1887 | 0 | 1594 |
| CATERPILLAR INC | COM | 149123101 |  | 1738223 | 2454 | SH |  | SOLE |  | 2151 | 0 | 303 |
| CHEVRON CORPORATION | COM | 166764100 |  | 6397185 | 30919 | SH |  | SOLE |  | 18685 | 0 | 12234 |
| CISCO SYS INC | COM | 17275R102 |  | 258181 | 3328 | SH |  | SOLE |  | 2029 | 0 | 1299 |
| COCA COLA CO | COM | 191216100 |  | 292463 | 3846 | SH |  | SOLE |  | 2312 | 0 | 1534 |
| COMFORT SYS USA INC | COM | 199908104 |  | 8322309 | 6035 | SH |  | SOLE |  | 3922 | 0 | 2114 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 261153 | 1978 | SH |  | SOLE |  | 1315 | 0 | 663 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 4367306 | 4383 | SH |  | SOLE |  | 3003 | 0 | 1380 |
| CULLEN FROST BANKERS INC | COM | 229899109 |  | 208277 | 1519 | SH |  | SOLE |  | 1519 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 219596 | 4364 | SH |  | SOLE |  | 4330 | 0 | 34 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 203254 | 5217 | SH |  | SOLE |  | 5217 | 0 | 0 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | 25434V542 |  | 419211 | 6207 | SH |  | SOLE |  | 6207 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 3965845 | 4312 | SH |  | SOLE |  | 2975 | 0 | 1337 |
| ENSIGN GROUP INC | COM | 29358P101 |  | 2096692 | 10405 | SH |  | SOLE |  | 7200 | 0 | 3205 |
| EOG RES INC | COM | 26875P101 |  | 200026 | 1384 | SH |  | SOLE |  | 621 | 0 | 763 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 363225 | 2141 | SH |  | SOLE |  | 493 | 0 | 1648 |
| FLUOR CORP | COM | 343412102 |  | 240154 | 5148 | SH |  | SOLE |  | 5148 | 0 | 0 |
| GREEN DOT CORP | CL A | 39304D102 |  | 867463 | 77314 | SH |  | SOLE |  | 52609 | 0 | 24705 |
| HF SINCLAIR CORP | COM | 403949100 |  | 225975 | 3622 | SH |  | SOLE |  | 1880 | 0 | 1742 |
| INDEPENDENCE RLTY TR INC | COM | 45378A106 |  | 861847 | 57881 | SH |  | SOLE |  | 912 | 0 | 56969 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 338678 | 1397 | SH |  | SOLE |  | 924 | 0 | 473 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 304421 | 1281 | SH |  | SOLE |  | 1264 | 0 | 17 |
| INVESCO EXCHANGE TRADED FD T | S EQL ENR | 46137V365 |  | 506080 | 4623 | SH |  | SOLE |  | 4623 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 9699237 | 16805 | SH |  | SOLE |  | 4418 | 0 | 12386 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 406017 | 2871 | SH |  | SOLE |  | 1334 | 0 | 1537 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 456653 | 3016 | SH |  | SOLE |  | 3016 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 252090 | 386 | SH |  | SOLE |  | 131 | 0 | 255 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1503039 | 26518 | SH |  | SOLE |  | 6727 | 0 | 19791 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 10006905 | 197726 | SH |  | SOLE |  | 77280 | 0 | 120446 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 464088 | 1899 | SH |  | SOLE |  | 1316 | 0 | 583 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 4528929 | 15396 | SH |  | SOLE |  | 10154 | 0 | 5242 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 209041 | 6234 | SH |  | SOLE |  | 3024 | 0 | 3210 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 4770872 | 7894 | SH |  | SOLE |  | 5121 | 0 | 2773 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3795605 | 7596 | SH |  | SOLE |  | 5170 | 0 | 2426 |
| MERCK  CO INC | COM | 58933Y105 |  | 270707 | 2250 | SH |  | SOLE |  | 1306 | 0 | 945 |
| META PLATFORMS INC | CL A | 30303M102 |  | 7069203 | 12356 | SH |  | SOLE |  | 7026 | 0 | 5330 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 345289 | 1022 | SH |  | SOLE |  | 1007 | 0 | 15 |
| MICROSOFT CORP | COM | 594918104 |  | 8006135 | 21628 | SH |  | SOLE |  | 14324 | 0 | 7304 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 |  | 3758224 | 87279 | SH |  | SOLE |  | 60019 | 0 | 27260 |
| NETFLIX INC. | COM | 64110L106 |  | 6114843 | 63597 | SH |  | SOLE |  | 40153 | 0 | 23444 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10318553 | 59166 | SH |  | SOLE |  | 32746 | 0 | 26420 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 5328734 | 81981 | SH |  | SOLE |  | 58405 | 0 | 23576 |
| PFIZER INC | COM | 717081103 |  | 217682 | 7752 | SH |  | SOLE |  | 4197 | 0 | 3555 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 4604259 | 27847 | SH |  | SOLE |  | 18746 | 0 | 9101 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 289426 | 6944 | SH |  | SOLE |  | 6944 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 335999 | 5492 | SH |  | SOLE |  | 3263 | 0 | 2229 |
| ROOT INC | CL A NEW | 77664L207 |  | 1159982 | 26262 | SH |  | SOLE |  | 18745 | 0 | 7517 |
| SALESFORCE INC | COM | 79466L302 |  | 542562 | 2907 | SH |  | SOLE |  | 1355 | 0 | 1552 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 329088 | 3502 | SH |  | SOLE |  | 3502 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 11026588 | 359406 | SH |  | SOLE |  | 115271 | 0 | 244135 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 10508991 | 418685 | SH |  | SOLE |  | 294277 | 0 | 124408 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 12825991 | 440302 | SH |  | SOLE |  | 129848 | 0 | 310454 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 216922 | 4727 | SH |  | SOLE |  | 4727 | 0 | 0 |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | 83192D402 |  | 200756 | 6630 | SH |  | SOLE |  | 0 | 0 | 6630 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 550341 | 1279 | SH |  | SOLE |  | 664 | 0 | 615 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 428624 | 5600 | SH |  | SOLE |  | 5600 | 0 | 0 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 4141208 | 53691 | SH |  | SOLE |  | 38433 | 0 | 15258 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1093835 | 1682 | SH |  | SOLE |  | 700 | 0 | 982 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 301787 | 741 | SH |  | SOLE |  | 129 | 0 | 612 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 1045955 | 3095 | SH |  | SOLE |  | 1535 | 0 | 1560 |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 |  | 191700 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| TESLA INC | COM | 88160R101 |  | 1101495 | 2963 | SH |  | SOLE |  | 1337 | 0 | 1626 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 |  | 128423 | 19370 | SH |  | SOLE |  | 19370 | 0 | 0 |
| USCF ETF TR | SUMMERHAVEN K1 | 90290T809 |  | 1631621 | 59898 | SH |  | SOLE |  | 10133 | 0 | 49765 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 239003 | 745 | SH |  | SOLE |  | 745 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 518880 | 1981 | SH |  | SOLE |  | 1016 | 0 | 965 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 9864575 | 34350 | SH |  | SOLE |  | 9850 | 0 | 24500 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 12651031 | 64480 | SH |  | SOLE |  | 18222 | 0 | 46259 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11752986 | 19669 | SH |  | SOLE |  | 5369 | 0 | 14299 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 417483 | 4430 | SH |  | SOLE |  | 4430 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 242024 | 4821 | SH |  | SOLE |  | 1810 | 0 | 3011 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 6590318 | 26300 | SH |  | SOLE |  | 18035 | 0 | 8265 |
| WALMART INC | COM | 931142103 |  | 482082 | 3879 | SH |  | SOLE |  | 3879 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 4650769 | 169365 | SH |  | SOLE |  | 117791 | 0 | 51574 |
| YETI HLDGS INC | COM | 98585X104 |  | 2060165 | 56304 | SH |  | SOLE |  | 38564 | 0 | 17740 |

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