Prosperity Financial Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1991334
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$322.6M
Holdings
184
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$AAPL6.7% weight
Held 7 quarters
$NVDA3.7% weight
Held 7 quarters
FIRST TR EXCHANGE TRADED F
2.7% weight
Held 7 quarters
$GOOG2.5% weight
Held 7 quarters
PROSHARES TR - S&P 500 HIG
2.3% weight
Held 7 quarters
$JPM7 quarters accumulating
$META7 quarters accumulating
SPDR SERIES TRUST - ST STR
7 quarters accumulating
FIRST TR EXCHANGE-TRADED F
7 quarters accumulating
FIRST TR EXCHNG TRADED FD
7 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$21.5M74,205 sh - 85.9#5
Quality
$12.0M60,025 sh FIRST TR EXCHANGE TRADED FD - RBA INDL ETF
—Quality
$8.6M64,320 sh- 78.2
Quality
$8.1M22,716 sh PROSHARES TR - S&P 500 HIGH ETF
—Quality
$7.5M155,650 sh- 79.8
Quality
$7.4M19,767 sh PUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$6.8M133,615 shPGIM ETF TR - JENNISON FOC GWT
—Quality
$6.0M51,980 sh- 79.8
Quality
$5.7M9,884 sh NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C
—Quality
$5.7M150,274 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $21.5M | 74,205 |
| NVIDIA CORP$NVDA | 85.9#5 | $12.0M | 60,025 |
| FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $8.6M | 64,320 |
| Alphabet Inc.$GOOG | 78.2 | $8.1M | 22,716 |
| PROSHARES TR - S&P 500 HIGH ETF | — | $7.5M | 155,650 |
 MICROSOFT CORP$MSFT | 79.8 | $7.4M | 19,767 |
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $6.8M | 133,615 |
| PGIM ETF TR - JENNISON FOC GWT | — | $6.0M | 51,980 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $5.7M | 9,884 |
| NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C | — | $5.7M | 150,274 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prosperity Financial Group, Inc.'s 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Other
$171.1M
Technology
$84.6M
Industrials
$23.0M
Financials
$16.6M
Consumer Discretionary
$13.5M
Healthcare
$8.3M
Utilities
$2.5M
Energy
$911,017
Top Holdings — Prosperity Financial Group, Inc. (Q2 2026)
Top 150 of 184 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $21.5M | 6.7% | +0% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $12.0M | 3.7% | -9% | 85.9 |
| 3 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $8.6M | 2.7% | +41% | — |
| 4 | $GOOG | Alphabet Inc. | $8.1M | 2.5% | +5% | 78.2 |
| 5 | — | PROSHARES TR - S&P 500 HIGH ETF | $7.5M | 2.3% | +3% | — |
| 6 | $MSFT | MICROSOFT CORP | $7.4M | 2.3% | +0% | 79.8 |
| 7 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $6.8M | 2.1% | -0% | — |
| 8 | — | PGIM ETF TR - JENNISON FOC GWT | $6.0M | 1.9% | +1% | — |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $5.7M | 1.8% | +2% | 79.8 |
| 10 | — | NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C | $5.7M | 1.8% | +7% | — |
| 11 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | $5.3M | 1.6% | NEW | — |
| 12 | — | MFS ACTIVE EXCHANGE TRADED F - GROWTH ETF | $5.2M | 1.6% | +1% | — |
| 13 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $5.2M | 1.6% | +4% | — |
| 14 |  $AMZN | AMAZON COM INC | $5.2M | 1.6% | +2% | 68.7 |
| 15 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100 | $5.1M | 1.6% | NEW | — |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | $4.8M | 1.5% | +1% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $4.7M | 1.5% | +3% | — |
| 18 | — | PGIM ETF TR - TOTA RETU BD ETF | $4.5M | 1.4% | +2% | — |
| 19 | $JPM | JPMORGAN CHASE & CO | $4.5M | 1.4% | +0% | 70.7 |
| 20 | — | STARBOARD INVT TR - ADAPTIVE HDGD MU | $4.5M | 1.4% | NEW | — |
| 21 | — | PUTNAM ETF TRUST - FOCSD LARCP GWT | $4.4M | 1.4% | +3% | — |
| 22 | — | ZACKS TRUST - FOCUS GROWTH ETF | $4.2M | 1.3% | +2% | — |
| 23 |  $TSLA | Tesla, Inc. | $4.0M | 1.2% | +3% | 53.9 |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | $3.9M | 1.2% | +13% | — |
| 25 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $3.8M | 1.2% | +25% | — |
| 26 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $3.7M | 1.2% | NEW | — |
| 27 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $3.7M | 1.2% | +1% | — |
| 28 |  $AVGO | Broadcom Inc. | $3.6M | 1.1% | +6% | 84.5 |
| 29 | — | CAPITAL GROUP INTERNATIONAL - SHS | $3.4M | 1.0% | +4% | — |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.3M | 1.0% | +4% | 66.2 |
| 31 |  $CAT | CATERPILLAR INC | $3.2M | 1.0% | -3% | 66.5 |
| 32 | — | AMERICAN CENTY ETF TR - FOCUSED DYNAMIC | $3.2M | 1.0% | +81% | — |
| 33 | — | DBX ETF TR - XTRA US NATL ETF | $3.2M | 1.0% | +1% | — |
| 34 | — | GLOBAL X FDS - US INFR DEV ETF | $3.1M | 1.0% | -3% | — |
| 35 | $META | Meta Platforms, Inc. | $3.0M | 0.9% | +13% | 79.6 |
| 36 |  $KLAC | KLA CORP | $2.9M | 0.9% | +897% | 78.6 |
| 37 |  $ABBV | AbbVie Inc. | $2.9M | 0.9% | -1% | 72.6 |
| 38 |  $PLTR | Palantir Technologies Inc. | $2.9M | 0.9% | +0% | 84.6 |
| 39 |  $SNDK | Sandisk Corp | $2.7M | 0.8% | -59% | 87.7 |
| 40 |  $LRCX | LAM RESEARCH CORP | $2.6M | 0.8% | +0% | 79.4 |
| 41 | — | FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN | $2.6M | 0.8% | +85% | — |
| 42 | — | ZACKS TRUST - SMALL/MID CAP | $2.3M | 0.7% | +1% | — |
| 43 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $2.2M | 0.7% | +1% | — |
| 44 | — | GLOBAL X FDS - DATA CTR DIG ETF | $2.1M | 0.7% | -1% | — |
| 45 | — | GLOBAL X FDS - DEFENSE TECH ETF | $2.1M | 0.6% | +4% | — |
| 46 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.6% | -0% | — |
| 47 |  $PWR | QUANTA SERVICES, INC. | $2.0M | 0.6% | +5% | 72.1 |
| 48 |  $LLY | ELI LILLY & Co | $1.9M | 0.6% | +3% | 87.5 |
| 49 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.9M | 0.6% | +3% | — |
| 50 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $1.8M | 0.6% | -11% | — |
| 51 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $1.8M | 0.6% | +465% | — |
| 52 |  $ETN | Eaton Corp plc | $1.8M | 0.6% | +4% | — |
| 53 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.7M | 0.5% | -1% | — |
| 54 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $1.7M | 0.5% | +4% | — |
| 55 |  $VIK | Viking Holdings Ltd | $1.7M | 0.5% | -1% | — |
| 56 | — | MFS ACTIVE EXCHANGE TRADED F - VALUE ETF | $1.6M | 0.5% | -1% | — |
| 57 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.6M | 0.5% | +402% | — |
| 58 | — | AMERICAN CENTY ETF TR - LARG CA GROW ETF | $1.6M | 0.5% | -0% | — |
| 59 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $1.6M | 0.5% | -1% | — |
| 60 |  $V | VISA INC. | $1.5M | 0.5% | -9% | 82.9 |
| 61 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.5M | 0.5% | +5% | — |
| 62 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $1.5M | 0.5% | +3% | — |
| 63 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $1.5M | 0.5% | +3% | 73.3 |
| 64 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $1.4M | 0.4% | +3% | — |
| 65 |  $ROK | ROCKWELL AUTOMATION, INC | $1.4M | 0.4% | +0% | 63.6 |
| 66 |  $ROST | ROSS STORES, INC. | $1.4M | 0.4% | +526% | 70.4 |
| 67 |  $DE | DEERE & CO | $1.3M | 0.4% | +58% | 55.4 |
| 68 |  $RSG | REPUBLIC SERVICES, INC. | $1.3M | 0.4% | +4% | 62.3 |
| 69 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.4% | +2% | 73.8 |
| 70 | — | 2023 ETF SERIES TRUST - TRAN LARG VA ETF | $1.3M | 0.4% | +2% | — |
| 71 |  $HD | HOME DEPOT, INC. | $1.3M | 0.4% | -4% | 60.3 |
| 72 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.4% | +7% | 68.7 |
| 73 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.4% | -2% | 69 |
| 74 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.4% | +5% | — |
| 75 | — | FIRST TR EXCHNG TRADED FD VI - ACTV FCTR MDCP | $1.2M | 0.4% | +2% | — |
| 76 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1.2M | 0.4% | +3% | — |
| 77 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.4% | +5% | 79.9 |
| 78 | — | NEW YORK LIFE INVTS ACTIVE E - MACK CORE BD ETF | $1.2M | 0.4% | +5% | — |
| 79 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.2M | 0.4% | +32% | — |
| 80 | — | FEDERATED HERMES ETF TRUST - MDT LARGE CAP | $1.2M | 0.4% | +1% | — |
| 81 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.3% | +1% | 62.7 |
| 82 |  $GOOGL | Alphabet Inc. | $1.1M | 0.3% | -2% | 78.2 |
| 83 |  $UBER | Uber Technologies, Inc | $1.1M | 0.3% | -16% | 73.5 |
| 84 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $1.1M | 0.3% | +2% | — |
| 85 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY SECURITI | $1.1M | 0.3% | +18% | — |
| 86 | — | ISHARES TR - CORE S&P500 ETF | $1.0M | 0.3% | +13% | — |
| 87 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF | $1.0M | 0.3% | +8% | — |
| 88 | — | J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF | $1.0M | 0.3% | +1% | — |
| 89 |  $RACE | Ferrari N.V. | $1.0M | 0.3% | -0% | — |
| 90 |  $WT | WisdomTree, Inc. | $999,183 | 0.3% | +1% | 59.9 |
| 91 | — | VANGUARD INDEX FDS - GROWTH ETF | $961,236 | 0.3% | +524% | — |
| 92 |  $CRM | Salesforce, Inc. | $902,790 | 0.3% | +1% | 77 |
| 93 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $886,475 | 0.3% | +6% | — |
| 94 |  $ZS | Zscaler, Inc. | $885,152 | 0.3% | +0% | 63.7 |
| 95 |  $COHR | COHERENT CORP. | $867,045 | 0.3% | +1% | 58.5 |
| 96 |  $GS | GOLDMAN SACHS GROUP INC | $853,263 | 0.3% | +145% | 73.5 |
| 97 |  $MA | Mastercard Inc | $819,277 | 0.3% | -8% | 85.1 |
| 98 |  $WMT | Walmart Inc. | $817,236 | 0.3% | -6% | 60.2 |
| 99 | — | PROSHARES TR - LARGE CAP CRE | $807,851 | 0.3% | -4% | — |
| 100 |  $IVZ | Invesco Ltd. | $800,400 | 0.3% | -0% | — |
| 101 | $IVZ | Invesco Ltd. | $783,676 | 0.2% | -0% | — |
| 102 | — | DBX ETF TR - XTRACK MSCI EAFE | $766,951 | 0.2% | +1% | — |
| 103 |  $STRL | STERLING INFRASTRUCTURE, INC. | $757,942 | 0.2% | +13% | 70.6 |
| 104 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $717,332 | 0.2% | -8% | — |
| 105 |  $CVX | CHEVRON CORP | $709,301 | 0.2% | +3% | 62.8 |
| 106 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $700,694 | 0.2% | -1% | 55.6 |
| 107 |  $IOT | Samsara Inc. | $695,364 | 0.2% | +3% | 68.6 |
| 108 |  $CSCO | CISCO SYSTEMS, INC. | $690,539 | 0.2% | -9% | 70.3 |
| 109 | — | PROSHARES TR - RUS 2000 HIG ETF | $670,025 | 0.2% | +1% | — |
| 110 |  $GLD | SPDR GOLD TRUST | $649,086 | 0.2% | -10% | — |
| 111 | $IVZ | Invesco Ltd. | $637,919 | 0.2% | -5% | — |
| 112 |  $TOST | Toast, Inc. | $618,105 | 0.2% | +3% | 69.5 |
| 113 |  $TXT | TEXTRON INC | $616,151 | 0.2% | +4% | 58.5 |
| 114 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $590,213 | 0.2% | +3% | — |
| 115 |  $INTC | INTEL CORP | $579,127 | 0.2% | NEW | 45.6 |
| 116 |  $MU | MICRON TECHNOLOGY INC | $563,294 | 0.2% | NEW | 86.2 |
| 117 | — | THE ALGER ETF TRUST - CONCENTRATED EQT | $562,179 | 0.2% | +35% | — |
| 118 |  $QCOM | QUALCOMM INC/DE | $553,631 | 0.2% | NEW | 70.5 |
| 119 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $544,174 | 0.2% | +1% | — |
| 120 | $GS | GOLDMAN SACHS GROUP INC | $539,060 | 0.2% | +1% | 73.5 |
| 121 |  $PG | PROCTER & GAMBLE Co | $521,428 | 0.2% | -7% | 64.6 |
| 122 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $515,967 | 0.2% | -14% | 70 |
| 123 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $513,308 | 0.2% | +1% | — |
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $501,281 | 0.2% | +0% | — |
| 125 |  $SHOP | SHOPIFY INC. | $496,226 | 0.1% | +77% | 64.9 |
| 126 | — | FEDERATED HERMES ETF TRUST - ENHANCED INCOME | $492,614 | 0.1% | +18% | — |
| 127 |  $ETHE | Grayscale Ethereum Staking ETF | $489,269 | 0.1% | +0% | — |
| 128 |  $FIX | COMFORT SYSTEMS USA INC | $487,560 | 0.1% | +20% | 77.7 |
| 129 |  $NOW | ServiceNow, Inc. | $480,019 | 0.1% | +5% | 72.9 |
| 130 |  $TDG | TransDigm Group INC | $470,210 | 0.1% | +6% | 68 |
| 131 |  $EQIX | EQUINIX INC | $465,959 | 0.1% | +5% | 59 |
| 132 |  $SO | SOUTHERN CO | $457,208 | 0.1% | -3% | 62 |
| 133 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $455,047 | 0.1% | -0% | — |
| 134 |  $WELL | WELLTOWER INC. | $425,115 | 0.1% | +1% | 59.8 |
| 135 | $IVZ | Invesco Ltd. | $408,326 | 0.1% | +1% | — |
| 136 |  $MLM | MARTIN MARIETTA MATERIALS INC | $401,966 | 0.1% | +2% | 62.9 |
| 137 |  $PH | Parker-Hannifin Corp | $376,576 | 0.1% | +1% | 65.8 |
| 138 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $376,565 | 0.1% | -80% | — |
| 139 | — | SPDR SERIES TRUST - ST STR SP AERO | $374,614 | 0.1% | +0% | — |
| 140 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $368,099 | 0.1% | +40% | — |
| 141 | — | LISTED FDS TR - SWAN HEDGED EQTY | $359,270 | 0.1% | -8% | — |
| 142 |  $EME | EMCOR Group, Inc. | $340,251 | 0.1% | +6% | 69.3 |
| 143 | — | PGIM ETF TR - SHRT DUR HGH YLD | $334,196 | 0.1% | +0% | — |
| 144 | — | ISHARES TR - RUSSELL 3000 ETF | $333,710 | 0.1% | -0% | — |
| 145 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $326,760 | 0.1% | +5% | — |
| 146 |  $CRWD | CrowdStrike Holdings, Inc. | $324,335 | 0.1% | NEW | 67.7 |
| 147 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $319,375 | 0.1% | +8% | — |
| 148 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $313,275 | 0.1% | +1% | — |
| 149 |  $AXP | AMERICAN EXPRESS CO | $310,412 | 0.1% | +3% | 69.4 |
| 150 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $309,023 | 0.1% | +1% | — |
New Positions (17)
THE ALGER ETF TRUST - AI ENABLERS ADOP$5.3M
FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100$5.1M
STARBOARD INVT TR - ADAPTIVE HDGD MU$4.5M
AMERICAN CENTY ETF TR - AVAN EMER EX ETF$3.7M
$INTC INTEL CORP$579,127$MU MICRON TECHNOLOGY INC$563,294$QCOM QUALCOMM INC/DE$553,631$CRWD CrowdStrike Holdings, Inc.$324,335
$ASML ASML HOLDING NV$294,437 ISHARES TR - CRE U S REIT ETF$292,114
$AMAT APPLIED MATERIALS INC /DE$275,698
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$268,394
$GE GENERAL ELECTRIC CO$266,476
$IESC IES Holdings, Inc.$238,765 JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP$229,294
Exited Positions (19)
ETFIS SER TR I
STARBOARD INVT TR
FIRST TR EXCHANGE-TRADED FD
$AAAU Goldman Sachs Physical Gold ETF PACER FDS TR
J P MORGAN EXCHANGE TRADED F
ISHARES TR
$XOM.R34088 EXXON MOBIL CORP SPDR SERIES TRUST
ISHARES TR
ETF SER SOLUTIONS
ISHARES TR
$NFLX NETFLIX INC FIRST TR EXCHANGE-TRADED FD
$ABT ABBOTT LABORATORIESBrowse Top Institutional Investors
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