# EDGAR Filing Document

**Accession Number:** 0001910398
**File Stem:** 0001437749-23-002752
**Filing Date:** 2023-2
**Character Count:** 13572
**Document Hash:** 4292dc9d48b153a8d2c5ccadea801dfe
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001437749-23-002752.hdr.sgml**: 20230208

**ACCESSION NUMBER**: 0001437749-23-002752

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230208

**DATE AS OF CHANGE**: 20230208

**EFFECTIVENESS DATE**: 20230208

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Prosperity Consulting Group, LLC
- **CENTRAL INDEX KEY:** 0001910398
- **IRS NUMBER:** 522222924

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21728
- **FILM NUMBER:** 23597725

**BUSINESS ADDRESS:**
- **STREET 1:** 10065 RED RUN BOULEVARD
- **STREET 2:** SUITE 200
- **CITY:** OWINGS MILLS
- **STATE:** MD
- **ZIP:** 21117
- **BUSINESS PHONE:** 410-363-7211

**MAIL ADDRESS:**
- **STREET 1:** 10065 RED RUN BOULEVARD
- **STREET 2:** SUITE 200
- **CITY:** OWINGS MILLS
- **STATE:** MD
- **ZIP:** 21117

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** Prosperity Consulting Group LLC<br>**Address:** 10065 RED RUN BOULEVARD<br>SUITE 200<br>OWINGS MILLS, MD 21117

**Form 13F File Number:** 028-21728

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:** Donna C. Gestl<br>**Title:** Sr. VP<br>**Phone:** 410-363-7211

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

/s/ Donna C. Gestl  Owings Mills, MD  01-24-2023<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:** 101

**Form 13F Information Table Value Total:** $150041444

      (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 |
| 3M CO | COM | 88579Y101 |  | 372368 | 3105 | SH |  | SOLE |  | 0 | 0 | 3105 |
| ABBVIE INC | COM | 00287Y109 |  | 332761 | 2059 | SH |  | SOLE |  | 0 | 0 | 2059 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 804870 | 9071 | SH |  | SOLE |  | 0 | 0 | 9071 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1879123 | 21298 | SH |  | SOLE |  | 0 | 0 | 21298 |
| AMAZON COM INC | COM | 023135106 |  | 3122448 | 37172 | SH |  | SOLE |  | 0 | 0 | 37172 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 4886681 | 88287 | SH |  | SOLE |  | 0 | 0 | 88287 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 3295372 | 65320 | SH |  | SOLE |  | 0 | 0 | 65320 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 576688 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| APPLE INC | COM | 037833100 |  | 4349978 | 33479 | SH |  | SOLE |  | 0 | 0 | 33479 |
| AT INC | COM | 00206R102 |  | 951218 | 51669 | SH |  | SOLE |  | 0 | 0 | 51669 |
| BANK AMERICA CORP | COM | 060505104 |  | 1714197 | 51757 | SH |  | SOLE |  | 0 | 0 | 51757 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 237030 | 932 | SH |  | SOLE |  | 0 | 0 | 932 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2030400 | 6573 | SH |  | SOLE |  | 0 | 0 | 6573 |
| BLACKSTONE INC | COM | 09260D107 |  | 595156 | 8022 | SH |  | SOLE |  | 0 | 0 | 8022 |
| BOEING CO | COM | 097023105 |  | 741221 | 3891 | SH |  | SOLE |  | 0 | 0 | 3891 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1364615 | 18966 | SH |  | SOLE |  | 0 | 0 | 18966 |
| BROADCOM INC | COM | 11135F101 |  | 873463 | 1562 | SH |  | SOLE |  | 0 | 0 | 1562 |
| CATERPILLAR INC | COM | 149123101 |  | 345306 | 1441 | SH |  | SOLE |  | 0 | 0 | 1441 |
| CISCO SYS INC | COM | 17275R102 |  | 1841161 | 38647 | SH |  | SOLE |  | 0 | 0 | 38647 |
| COCA COLA CO | COM | 191216100 |  | 895811 | 14083 | SH |  | SOLE |  | 0 | 0 | 14083 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 479225 | 5028 | SH |  | SOLE |  | 0 | 0 | 5028 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2019680 | 4424 | SH |  | SOLE |  | 0 | 0 | 4424 |
| DEERE  CO | COM | 244199105 |  | 309140 | 721 | SH |  | SOLE |  | 0 | 0 | 721 |
| DISNEY WALT CO | COM | 254687106 |  | 572382 | 6588 | SH |  | SOLE |  | 0 | 0 | 6588 |
| FASTENAL CO | COM | 311900104 |  | 231820 | 4899 | SH |  | SOLE |  | 0 | 0 | 4899 |
| FIRST TR EXCHNG TRADED FD VI | VEST US DEEP | 33740F854 |  | 5234913 | 168217 | SH |  | SOLE |  | 0 | 0 | 168217 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 33740F680 |  | 1139720 | 37185 | SH |  | SOLE |  | 0 | 0 | 37185 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 33740U307 |  | 263911 | 7885 | SH |  | SOLE |  | 0 | 0 | 7885 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE INTL EQT | 33740F656 |  | 475300 | 23888 | SH |  | SOLE |  | 0 | 0 | 23888 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE DEEP BFR | 33740U406 |  | 307110 | 10033 | SH |  | SOLE |  | 0 | 0 | 10033 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST INTL | 33740U828 |  | 842062 | 46888 | SH |  | SOLE |  | 0 | 0 | 46888 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST NAS100 | 33740U836 |  | 185852 | 11169 | SH |  | SOLE |  | 0 | 0 | 11169 |
| FORD MTR CO DEL | COM | 345370860 |  | 740657 | 63685 | SH |  | SOLE |  | 0 | 0 | 63685 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 704389 | 3736 | SH |  | SOLE |  | 0 | 0 | 3736 |
| HOME DEPOT INC | COM | 437076102 |  | 800112 | 2533 | SH |  | SOLE |  | 0 | 0 | 2533 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1408652 | 6573 | SH |  | SOLE |  | 0 | 0 | 6573 |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 46138G631 |  | 497927 | 20825 | SH |  | SOLE |  | 0 | 0 | 20825 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 2532317 | 23120 | SH |  | SOLE |  | 0 | 0 | 23120 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1725474 | 6480 | SH |  | SOLE |  | 0 | 0 | 6480 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 327634 | 1527 | SH |  | SOLE |  | 0 | 0 | 1527 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 384122 | 1588 | SH |  | SOLE |  | 0 | 0 | 1588 |
| ISHARES TR | CORE S ETF | 464287200 |  | 18373567 | 47822 | SH |  | SOLE |  | 0 | 0 | 47822 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 700183 | 3326 | SH |  | SOLE |  | 0 | 0 | 3326 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 7150894 | 41012 | SH |  | SOLE |  | 0 | 0 | 41012 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 519853 | 7920 | SH |  | SOLE |  | 0 | 0 | 7920 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1741354 | 30831 | SH |  | SOLE |  | 0 | 0 | 30831 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 3147885 | 62291 | SH |  | SOLE |  | 0 | 0 | 62291 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1583597 | 29062 | SH |  | SOLE |  | 0 | 0 | 29062 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 7174059 | 143109 | SH |  | SOLE |  | 0 | 0 | 143109 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1322615 | 7487 | SH |  | SOLE |  | 0 | 0 | 7487 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2792131 | 20821 | SH |  | SOLE |  | 0 | 0 | 20821 |
| LINDE PLC | SHS | G5494J103 |  | 978540 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 324841 | 668 | SH |  | SOLE |  | 0 | 0 | 668 |
| LOWES COS INC | COM | 548661107 |  | 463887 | 2328 | SH |  | SOLE |  | 0 | 0 | 2328 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 357763 | 1029 | SH |  | SOLE |  | 0 | 0 | 1029 |
| MCDONALDS CORP | COM | 580135101 |  | 744202 | 2824 | SH |  | SOLE |  | 0 | 0 | 2824 |
| MERCK  CO INC | COM | 58933Y105 |  | 357198 | 3219 | SH |  | SOLE |  | 0 | 0 | 3219 |
| META PLATFORMS INC | CL A | 30303M102 |  | 263906 | 2193 | SH |  | SOLE |  | 0 | 0 | 2193 |
| MICROSOFT CORP | COM | 594918104 |  | 3163204 | 13190 | SH |  | SOLE |  | 0 | 0 | 13190 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 421167 | 6319 | SH |  | SOLE |  | 0 | 0 | 6319 |
| NIKE INC | CL B | 654106103 |  | 241889 | 2067 | SH |  | SOLE |  | 0 | 0 | 2067 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 280586 | 1920 | SH |  | SOLE |  | 0 | 0 | 1920 |
| PEPSICO INC | COM | 713448108 |  | 558854 | 3093 | SH |  | SOLE |  | 0 | 0 | 3093 |
| PFIZER INC | COM | 717081103 |  | 2336290 | 45595 | SH |  | SOLE |  | 0 | 0 | 45595 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 796741 | 7872 | SH |  | SOLE |  | 0 | 0 | 7872 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 285138 | 1805 | SH |  | SOLE |  | 0 | 0 | 1805 |
| PREDICTIVE ONCOLOGY INC | COM NEW | 74039M200 |  | 4322 | 14097 | SH |  | SOLE |  | 0 | 0 | 14097 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 220257 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1693560 | 11174 | SH |  | SOLE |  | 0 | 0 | 11174 |
| PROGRESSIVE CORP | COM | 743315103 |  | 814403 | 6279 | SH |  | SOLE |  | 0 | 0 | 6279 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1069593 | 10598 | SH |  | SOLE |  | 0 | 0 | 10598 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3247172 | 42986 | SH |  | SOLE |  | 0 | 0 | 42986 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 211889 | 2842 | SH |  | SOLE |  | 0 | 0 | 2842 |
| SNAP ON INC | COM | 833034101 |  | 306565 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 968073 | 28752 | SH |  | SOLE |  | 0 | 0 | 28752 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 251406 | 1482 | SH |  | SOLE |  | 0 | 0 | 1482 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1235551 | 3231 | SH |  | SOLE |  | 0 | 0 | 3231 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 7576002 | 60555 | SH |  | SOLE |  | 0 | 0 | 60555 |
| SPDR SER TR | SPDR S | 78464A128 |  | 260063 | 1860 | SH |  | SOLE |  | 0 | 0 | 1860 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 712467 | 8666 | SH |  | SOLE |  | 0 | 0 | 8666 |
| SYSCO CORP | COM | 871829107 |  | 760167 | 9943 | SH |  | SOLE |  | 0 | 0 | 9943 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 704228 | 9454 | SH |  | SOLE |  | 0 | 0 | 9454 |
| TARGET CORP | COM | 87612E106 |  | 247468 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| TEXAS INSTRS INC | COM | 882508104 |  | 404824 | 2450 | SH |  | SOLE |  | 0 | 0 | 2450 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 794296 | 1498 | SH |  | SOLE |  | 0 | 0 | 1498 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 255141 | 3433 | SH |  | SOLE |  | 0 | 0 | 3433 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1398671 | 9964 | SH |  | SOLE |  | 0 | 0 | 9964 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1796701 | 21783 | SH |  | SOLE |  | 0 | 0 | 21783 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 263697 | 1437 | SH |  | SOLE |  | 0 | 0 | 1437 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 411364 | 1930 | SH |  | SOLE |  | 0 | 0 | 1930 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 749862 | 3922 | SH |  | SOLE |  | 0 | 0 | 3922 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 3386814 | 25492 | SH |  | SOLE |  | 0 | 0 | 25492 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1582637 | 40601 | SH |  | SOLE |  | 0 | 0 | 40601 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1351014 | 17968 | SH |  | SOLE |  | 0 | 0 | 17968 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 337291 | 4793 | SH |  | SOLE |  | 0 | 0 | 4793 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3844859 | 91610 | SH |  | SOLE |  | 0 | 0 | 91610 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1275146 | 32364 | SH |  | SOLE |  | 0 | 0 | 32364 |
| VISA INC | COM CL A | 92826C839 |  | 2730137 | 13141 | SH |  | SOLE |  | 0 | 0 | 13141 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 |  | 218463 | 21587 | SH |  | SOLE |  | 0 | 0 | 21587 |
| WALMART INC | COM | 931142103 |  | 378621 | 2670 | SH |  | SOLE |  | 0 | 0 | 2670 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 106110 | 11193 | SH |  | SOLE |  | 0 | 0 | 11193 |

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