Prosperity Financial Group, Inc.
Sector Allocation
- Other53.0%$171.1M
- Technology26.8%$86.4M
- Financials5.1%$16.6M
- Industrials5.0%$16.1M
- Consumer Discretionary4.5%$14.6M
- Healthcare2.6%$8.3M
- Consumer Staples1.5%$4.9M
- Utilities0.8%$2.5M
- Energy0.3%$911,017
- Real Estate0.3%$891,074
AUM History
13fpro.ai/research/fund/prosperity-financial-group-inc-1991334
Conviction and streaks
Stable · top 10 = 27.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$21.5MNVDA
$12.0M- FIRST$8.6M
GOOGL
$8.1M- PROSHARES$7.5M
MSFT
$7.4M- PUTNAM$6.8M
- PGIM$6.0M
AMD
$5.7M- NEW$5.7M
- THE$5.3M
- MFS$5.2M
- AMERICAN$5.2M
AMZN
$5.2M- FIRST$5.1M
- FIRST$4.8M
- FIRST$4.7M
- PGIM$4.5M
JPM
$4.5M- STARBOARD$4.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prosperity-financial-group-inc-1991334
Prosperity Financial Group, Inc. 13F holdings — Q2 2026
$322.6M portfolio (+19.2% QoQ) · 184 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
$21.5M
6.7% of stocks
+0.4%This quarter+1.1%Since filed6+ qtrsHeld$12.0M
3.7% of stocks
-9%This quarter+9.6%Since filed6+ qtrsHeld- 3
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF
$8.6M
2.7% of stocks
+41%This quarter—Since filed—HeldAIQuality—Est. buy— $8.1M
2.5% of stocks
+5%This quarter-5.5%Since filed6+ qtrsHeld- 5
PROSHARES TR - S&P 500 HIGH ETF
$7.5M
2.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $7.4M
2.3% of stocks
+0.4%This quarter+35.4%Since filed6+ qtrsHeld- 7
PUTNAM ETF TRUST - FOCUSED LAR CAP
$6.8M
2.1% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
PGIM ETF TR - JENNISON FOC GWT
$6.0M
1.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.7M
1.8% of stocks
+2%This quarter+16.9%Since filed6+ qtrsHeld- 10
NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C
$5.7M
1.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $21.5M | 6.7% | +0.4% | +1.1% | 6+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $12.0M | 3.7% | -9% | +9.6% | 6+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $8.6M | 2.7% | +41% | — | — | — | — | |
| 4 | $8.1M | 2.5% | +5% | -5.5% | 6+ qtrsAdded 4 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | PROSHARES TR - S&P 500 HIGH ETF | $7.5M | 2.3% | +3% | — | — | — | — | |
| 6 | $7.4M | 2.3% | +0.4% | +35.4% | 6+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | PUTNAM ETF TRUST - FOCUSED LAR CAP | $6.8M | 2.1% | -0.4% | — | — | — | — | |
| 8 | PGIM ETF TR - JENNISON FOC GWT | $6.0M | 1.9% | +1% | — | — | — | — | |
| 9 | $5.7M | 1.8% | +2% | +16.9% | 6+ qtrsAdded 4 qtrs in a row | 79.8#31 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C | $5.7M | 1.8% | +7% | — | — | — | — |
All holdings — Prosperity Financial Group, Inc. (Q2 2026)
184 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | THE ALGER ETF TRUST - AI ENABLERS ADOPetf/fund | — | $5.3M | 1.6% | 116K | New | — | — | 13F |
| 12 | — | MFS ACTIVE EXCHANGE TRADED F - GROWTH ETFetf/fund | — | $5.2M | 1.6% | 172K | +1% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $5.2M | 1.6% | 57K | +4% | — | — | 13F |
| 14 | AMAZON COM INC | Consumer Discretionary | $5.2M | 1.6% | 22K | +2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100 | — | $5.1M | 1.6% | 191K | New | — | — | 13F |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | — | $4.8M | 1.5% | 106K | +0.5% | — | — | 13F |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $4.7M | 1.5% | 161K | +3% | — | — | 13F |
| 18 | — | PGIM ETF TR - TOTA RETU BD ETFetf/fund | — | $4.5M | 1.4% | 109K | +2% | — | — | 13F |
| 19 | JPMORGAN CHASE & CO | Financials | $4.5M | 1.4% | 14K | +0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | STARBOARD INVT TR - ADAPTIVE HDGD MU | — | $4.5M | 1.4% | 606K | New | — | — | 13F |
| 21 | — | PUTNAM ETF TRUST - FOCSD LARCP GWTetf/fund | — | $4.4M | 1.4% | 92K | +3% | — | — | 13F |
| 22 | — | ZACKS TRUST - FOCUS GROWTH ETFetf/fund | — | $4.2M | 1.3% | 131K | +2% | — | — | 13F |
| 23 | Tesla, Inc. | Consumer Discretionary | $4.0M | 1.2% | 9,502 | +3% | 6+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | — | $3.9M | 1.2% | 204K | +13% | — | — | 13F |
| 25 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUMetf/fund | — | $3.8M | 1.2% | 69K | +25% | — | — | 13F |
| 26 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | — | $3.7M | 1.2% | 44K | New | |||
| 27 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $3.7M | 1.2% | 33K | +0.7% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $3.6M | 1.1% | 9,599 | +6% | |||
| 29 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $3.4M | 1.0% | 93K | +4% | |||
| 30 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.3M | 1.0% | 3,479 | +4% | |||
| 31 | $CAT | CATERPILLAR INC | Industrials | $3.2M | 1.0% | 3,009 | -3% | |||
| 32 | — | AMERICAN CENTY ETF TR - FOCUSED DYNAMIC | — | $3.2M | 1.0% | 24K | +81% | |||
| 33 | — | DBX ETF TR - XTRA US NATL ETF | — | $3.2M | 1.0% | 81K | +1% | |||
| 34 | — | GLOBAL X FDS - US INFR DEV ETF | — | $3.1M | 1.0% | 53K | -3% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $3.0M | 0.9% | 5,287 | +13% | |||
| 36 | $KLAC | KLA CORP | Technology | $2.9M | 0.9% | 9,748 | +897% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $2.9M | 0.9% | 11K | -0.6% | |||
| 38 | $PLTR | Palantir Technologies Inc. | Technology | $2.9M | 0.9% | 24K | +0.1% | |||
| 39 | $SNDK | Sandisk Corp | Technology | $2.7M | 0.8% | 1,192 | -59% | |||
| 40 | $LRCX | LAM RESEARCH CORP | Technology | $2.6M | 0.8% | 6,069 | +0.1% | |||
| 41 | — | FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN | — | $2.6M | 0.8% | 124K | +85% | |||
| 42 | — | ZACKS TRUST - SMALL/MID CAP | — | $2.3M | 0.7% | 52K | +1% | |||
| 43 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $2.2M | 0.7% | 51K | +1% | |||
| 44 | — | GLOBAL X FDS - DATA CTR DIG ETF | — | $2.1M | 0.7% | 70K | -1% | |||
| 45 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $2.1M | 0.6% | 35K | +4% | |||
| 46 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.0M | 0.6% | 2,696 | -0.3% | |||
| 47 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.0M | 0.6% | 2,741 | +5% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $1.9M | 0.6% | 1,597 | +3% | |||
| 49 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.9M | 0.6% | 22K | +3% | |||
| 50 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | — | $1.8M | 0.6% | 63K | -11% | |||
| 51 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $1.8M | 0.6% | 85K | +465% | |||
| 52 | $ETN | Eaton Corp plc | Industrials | $1.8M | 0.6% | 4,127 | +4% | |||
| 53 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $1.7M | 0.5% | 38K | -0.8% | |||
| 54 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $1.7M | 0.5% | 9,111 | +4% | |||
| 55 | $VIK | Viking Holdings Ltd | Industrials | $1.7M | 0.5% | 16K | -0.9% | |||
| 56 | — | MFS ACTIVE EXCHANGE TRADED F - VALUE ETF | — | $1.6M | 0.5% | 57K | -0.7% | |||
| 57 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.6M | 0.5% | 32K | +402% | |||
| 58 | — | AMERICAN CENTY ETF TR - LARG CA GROW ETF | — | $1.6M | 0.5% | 23K | -0.4% | |||
| 59 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.6M | 0.5% | 18K | -1% | |||
| 60 | $V | VISA INC. | Financials | $1.5M | 0.5% | 4,444 | -9% | |||
| 61 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.5M | 0.5% | 12K | +5% | |||
| 62 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $1.5M | 0.5% | 10K | +3% | |||
| 63 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.5M | 0.5% | 1,069 | +3% | |||
| 64 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $1.4M | 0.4% | 54K | +3% | |||
| 65 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $1.4M | 0.4% | 2,846 | +0.2% | |||
| 66 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.4M | 0.4% | 6,533 | +526% | |||
| 67 | $DE | DEERE & CO | Industrials | $1.3M | 0.4% | 2,122 | +58% | |||
| 68 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.3M | 0.4% | 6,270 | +4% | |||
| 69 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.4% | 2,654 | +2% | |||
| 70 | — | 2023 ETF SERIES TRUST - TRAN LARG VA ETF | — | $1.3M | 0.4% | 48K | +2% | |||
| 71 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.4% | 3,688 | -4% | |||
| 72 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.3M | 0.4% | 8,405 | +7% | |||
| 73 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.4% | 4,899 | -2% | |||
| 74 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.2M | 0.4% | 3,339 | +5% | |||
| 75 | — | FIRST TR EXCHNG TRADED FD VI - ACTV FCTR MDCP | — | $1.2M | 0.4% | 30K | +2% | |||
| 76 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $1.2M | 0.4% | 3,837 | +3% | |||
| 77 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.2M | 0.4% | 2,933 | +5% | |||
| 78 | — | NEW YORK LIFE INVTS ACTIVE E - MACK CORE BD ETF | — | $1.2M | 0.4% | 56K | +5% | |||
| 79 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.2M | 0.4% | 14K | +32% | |||
| 80 | — | FEDERATED HERMES ETF TRUST - MDT LARGE CAP | — | $1.2M | 0.4% | 32K | +1% | |||
| 81 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.3% | 2,694 | +0.6% | |||
| 82 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.3% | 3,165 | -2% | |||
| 83 | $UBER | Uber Technologies, Inc | Technology | $1.1M | 0.3% | 15K | -16% | |||
| 84 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | — | $1.1M | 0.3% | 19K | +2% | |||
| 85 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY SECURITI | — | $1.1M | 0.3% | 43K | +18% | |||
| 86 | — | ISHARES TR - CORE S&P500 ETF | — | $1.0M | 0.3% | 1,398 | +13% | |||
| 87 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF | — | $1.0M | 0.3% | 41K | +8% | |||
| 88 | — | J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF | — | $1.0M | 0.3% | 13K | +0.8% | |||
| 89 | $RACE | Ferrari N.V. | Consumer Discretionary | $1.0M | 0.3% | 2,712 | -0.0% | |||
| 90 | $WT | WisdomTree, Inc. | Financials | $999K | 0.3% | 30K | +1% | |||
| 91 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $961K | 0.3% | 11K | +524% | |||
| 92 | $CRM | Salesforce, Inc. | Technology | $903K | 0.3% | 5,762 | +1% | |||
| 93 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $886K | 0.3% | 21K | +6% | |||
| 94 | $ZS | Zscaler, Inc. | Technology | $885K | 0.3% | 6,271 | +0.0% | |||
| 95 | $COHR | COHERENT CORP. | Technology | $867K | 0.3% | 2,198 | +0.6% | |||
| 96 | $GS | GOLDMAN SACHS GROUP INC | Financials | $853K | 0.3% | 8,519 | +145% | |||
| 97 | $MA | Mastercard Inc | Financials | $819K | 0.3% | 1,595 | -8% | |||
| 98 | $WMT | Walmart Inc. | Consumer Staples | $817K | 0.3% | 7,215 | -6% | |||
| 99 | — | PROSHARES TR - LARGE CAP CRE | — | $808K | 0.3% | 9,480 | -4% | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $800K | 0.3% | 4,530 | -0.0% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $784K | 0.2% | 5,164 | -0.0% | |||
| 102 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $767K | 0.2% | 14K | +0.9% | |||
| 103 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $758K | 0.2% | 903 | +13% | |||
| 104 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $717K | 0.2% | 7,901 | -8% | |||
| 105 | $CVX | CHEVRON CORP | Energy | $709K | 0.2% | 4,279 | +3% | |||
| 106 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $701K | 0.2% | 2,803 | -1% | |||
| 107 | $IOT | Samsara Inc. | Technology | $695K | 0.2% | 21K | +3% | |||
| 108 | $CSCO | CISCO SYSTEMS, INC. | Technology | $691K | 0.2% | 5,878 | -9% | |||
| 109 | — | PROSHARES TR - RUS 2000 HIG ETF | — | $670K | 0.2% | 14K | +0.7% | |||
| 110 | $GLD | SPDR GOLD TRUST | Financials | $649K | 0.2% | 1,762 | -10% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $638K | 0.2% | 11K | -5% | |||
| 112 | $TOST | Toast, Inc. | Technology | $618K | 0.2% | 22K | +3% | |||
| 113 | $TXT | TEXTRON INC | Industrials | $616K | 0.2% | 6,717 | +4% | |||
| 114 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $590K | 0.2% | 9,603 | +3% | |||
| 115 | $INTC | INTEL CORP | Technology | $579K | 0.2% | 4,147 | New | |||
| 116 | $MU | MICRON TECHNOLOGY INC | Technology | $563K | 0.2% | 488 | New | |||
| 117 | — | THE ALGER ETF TRUST - CONCENTRATED EQT | — | $562K | 0.2% | 14K | +35% | |||
| 118 | $QCOM | QUALCOMM INC/DE | Technology | $554K | 0.2% | 2,996 | New | |||
| 119 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $544K | 0.2% | 13K | +0.8% | |||
| 120 | $GS | GOLDMAN SACHS GROUP INC | Financials | $539K | 0.2% | 533 | +0.8% | |||
| 121 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $521K | 0.2% | 3,555 | -7% | |||
| 122 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $516K | 0.2% | 1,834 | -14% | |||
| 123 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $513K | 0.2% | 13K | +1% | |||
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $501K | 0.2% | 15K | — | |||
| 125 | $SHOP | SHOPIFY INC. | Technology | $496K | 0.1% | 4,346 | +77% | |||
| 126 | — | FEDERATED HERMES ETF TRUST - ENHANCED INCOME | — | $493K | 0.1% | 9,182 | +18% | |||
| 127 | $ETHE | Grayscale Ethereum Staking ETF | Financials | $489K | 0.1% | 38K | — | |||
| 128 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $488K | 0.1% | 246 | +20% | |||
| 129 | $NOW | ServiceNow, Inc. | Technology | $480K | 0.1% | 4,835 | +5% | |||
| 130 | $TDG | TransDigm Group INC | Industrials | $470K | 0.1% | 353 | +6% | |||
| 131 | $EQIX | EQUINIX INC | Real Estate | $466K | 0.1% | 447 | +5% | |||
| 132 | $SO | SOUTHERN CO | Utilities | $457K | 0.1% | 4,777 | -3% | |||
| 133 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $455K | 0.1% | 1,663 | -0.4% | |||
| 134 | $WELL | WELLTOWER INC. | Real Estate | $425K | 0.1% | 1,873 | +0.9% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $408K | 0.1% | 4,531 | +1% | |||
| 136 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $402K | 0.1% | 697 | +2% | |||
| 137 | $PH | Parker-Hannifin Corp | Industrials | $377K | 0.1% | 385 | +1% | |||
| 138 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $377K | 0.1% | 3,189 | -80% | |||
| 139 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $375K | 0.1% | 1,320 | — | |||
| 140 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $368K | 0.1% | 7,305 | +40% | |||
| 141 | — | LISTED FDS TR - SWAN HEDGED EQTY | — | $359K | 0.1% | 13K | -8% | |||
| 142 | $EME | EMCOR Group, Inc. | Industrials | $340K | 0.1% | 410 | +6% | |||
| 143 | — | PGIM ETF TR - SHRT DUR HGH YLD | — | $334K | 0.1% | 6,700 | — | |||
| 144 | — | ISHARES TR - RUSSELL 3000 ETF | — | $334K | 0.1% | 782 | -0.1% | |||
| 145 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $327K | 0.1% | 7,933 | +5% | |||
| 146 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $324K | 0.1% | 425 | New | |||
| 147 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | — | $319K | 0.1% | 7,476 | +8% | |||
| 148 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $313K | 0.1% | 6,637 | +0.8% | |||
| 149 | $AXP | AMERICAN EXPRESS CO | Financials | $310K | 0.1% | 917 | +3% | |||
| 150 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $309K | 0.1% | 5,968 | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 116 added to, 43 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- THE ALGER ETF TRUST - AI ENABLERS ADOP$5.3M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100$5.1M
first bought this quarter
- STARBOARD INVT TR - ADAPTIVE HDGD MU$4.5M
first bought this quarter
- AMERICAN CENTY ETF TR - AVAN EMER EX ETF$3.7M
first bought this quarter
$INTCINTEL CORP$579K
first bought this quarter
$MUMICRON TECHNOLOGY INC$563K
first bought this quarter
+11 more in the Excel export
Added to (116)
$KLACKLA CORP+897%
now $2.9M · held 6+ qtrs
- FIRST TR EXCHANGE TRADED FD - RBA INDL ETF+41%
now $8.6M
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+465%
now $1.8M
- AMERICAN CENTY ETF TR - FOCUSED DYNAMIC+81%
now $3.2M
- JANUS DETROIT STR TR - HENDRSON AAA CL+402%
now $1.6M
- FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN+85%
now $2.6M
+110 more in the Excel export
Trimmed (43)
- FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100-95%
now $283K
$SNDKSandisk Corp-59%
now $2.7M · held 5 qtrs, 2 trims in a row
- AMERICAN CENTY ETF TR - US QUALITY GROW-80%
now $377K
now $12.0M · held 6+ qtrs
- FIRST TR EXCHNG TRADED FD VI - FT VEST LAD-11%
now $1.8M
$UBERUber Technologies, Inc-16%
now $1.1M · held 6+ qtrs
+37 more in the Excel export
Sold out (19)
- ETFIS SER TR Iwas $3.6M
- STARBOARD INVT TRwas $3.1M
- FIRST TR EXCHANGE-TRADED FDwas $1.5M
$AAAUGoldman Sachs Physical Gold ETFwas $1.1M
held 2 qtrs
- PACER FDS TRwas $1.1M
- J P MORGAN EXCHANGE TRADED Fwas $748K
+13 more in the Excel export
Holdings by quarter
Every 13F Prosperity Financial Group, Inc. has filed, 14 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Prosperity Financial Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+7.1%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 33% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Prosperity Financial Group, Inc. disclosed 184 positions worth $322.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.7% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 17 new positions and exited 19. The portfolio is most concentrated in Other (53.0% of disclosed assets). All figures are sourced directly from Prosperity Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1991334.
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AI-Powered Hedge Fund Analysis: Prosperity Financial Group, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Prosperity Financial Group, Inc. (SEC CIK: 1991334), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Prosperity Financial Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.