Prota Financial, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Houston, TX
CIK
0002126257
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
67
138,001
JEPQ, DGRO, QQQM, SCHF
13F-HR
4/9/2026
000175496026000215
Q4 2025
67
138,843
JEPI, JEPQ, ORCC, SCHG
13F-HR
4/9/2026
000175496026000216