Prosperity Financial Group, Inc.
Q3 2026 13F filing
Updated 7 days ago193 disclosed positions worth $340.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $25.8M | 77.5K | 7.58% | — |
| 2 | N NVIDIA CORPORATION | $15M | 65.5K | 4.39% | — |
| 3 | M MICROSOFT CORP | $10.8M | 21.1K | 3.17% | — |
| 4 | G ALPHABET INC | $8.5M | 24.8K | 2.50% | — |
| 5 | K PROSHARES TR | $7.1M | 149.1K | 2.09% | — |
| 6 | P PUTNAM ETF TRUST | $6.9M | 132.0K | 2.04% | — |
| 7 | F FIRST TR EXCHANGE TRADED FD | $6.6M | 64.3K | 1.95% | — |
| 8 | ? N/A THE ALGER ETF TRUST | $6.5M | 159.8K | 1.91% | — |
| 9 | ? N/A PGIM ETF TR | $6.1M | 50.5K | 1.79% | — |
| 10 | I NYLIM ETF TR | $5.6M | 151.7K | 1.66% | — |
| 11 | A AMAZON COM INC | $5.5M | 22.0K | 1.61% | — |
| 12 | ? N/A AMERICAN CENTY ETF TR | $5.1M | 56.6K | 1.50% | — |
| 13 | ? N/A MFS ACTIVE EXCHANGE TRADED F | $5M | 164.9K | 1.48% | — |
| 14 | ? N/A STARBOARD INVT TR | $4.9M | 670.2K | 1.45% | — |
| 15 | ? N/A FIRST TR EXCHNG TRADED FD VI | $4.9M | 182.0K | 1.44% | — |
| 16 | J JPMORGAN CHASE & CO | $4.9M | 14.7K | 1.43% | — |
| 17 | F FIRST TR EXCHANGE-TRADED FD | $4.7M | 168.8K | 1.38% | — |
| 18 | ? N/A FIRST TR EXCHANGE-TRADED FD | $4.6M | 257.1K | 1.36% | — |
| 19 | P PALANTIR TECHNOLOGIES INC | $4.6M | 24.5K | 1.34% | — |
| 20 | F FIRST TR EXCHANGE-TRADED FD | $4.4M | 104.9K | 1.28% | — |
| 21 | ? N/A ZACKS TRUST | $4.3M | 127.6K | 1.27% | — |
| 22 | ? N/A PUTNAM ETF TRUST | $4.3M | 88.9K | 1.26% | — |
| 23 | M META PLATFORMS INC | $4.2M | 5.8K | 1.23% | — |
| 24 | G GOLDMAN SACHS ETF TR | $3.9M | 69.3K | 1.14% | — |
| 25 | A BROADCOM INC | $3.9M | 11.0K | 1.13% | — |
| 26 | T TESLA INC | $3.8M | 10.8K | 1.12% | — |
| 27 | S PGIM ETF TR | $3.7M | 74.6K | 1.10% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $3.5M | 43.0K | 1.04% | — |
| 29 | F FIRST TR EXCHANGE TRADED FD | $3.5M | 31.0K | 1.03% | — |
| 30 | A ABBVIE INC | $3.4M | 13.0K | 1.00% | — |
| 31 | C COSTCO WHOLESALE CORPORATION | $3.3M | 3.6K | 0.97% | — |
| 32 | ? N/A DBX ETF TR | $3.3M | 79.8K | 0.97% | — |
| 33 | ? N/A FIRST TR EXCHANGE-TRADED FD | $3.3M | 158.0K | 0.97% | — |
| 34 | C CAPITAL GROUP INTERNATIONAL | $3.2M | 89.8K | 0.95% | — |
| 35 | ? N/A AMERICAN CENTY ETF TR | $3.1M | 23.1K | 0.91% | — |
| 36 | A ADVANCED MICRO DEVICES INC | $3M | 4.8K | 0.87% | — |
| 37 | ? N/A GLOBAL X FDS | $2.7M | 51.9K | 0.80% | — |
| 38 | C CATERPILLAR INC | $2.6M | 3.2K | 0.76% | — |
| 39 | G GRAYSCALE BITCOIN TRUST ETF | $2.5M | 38.4K | 0.73% | — |
| 40 | F FIRST TR EXCHANGE-TRADED FD | $2.3M | 113.6K | 0.66% | — |
| 41 | G GLOBAL X FDS | $2.1M | 35.3K | 0.62% | — |
| 42 | P QUANTA SVCS INC | $2.1M | 3.3K | 0.62% | — |
| 43 | L ELI LILLY & CO | $2.1M | 1.8K | 0.62% | — |
| 44 | S SPDR SERIES TRUST | $2.1M | 23.1K | 0.61% | — |
| 45 | S STATE STR SPDR S&P 500 ETF T | $2.1M | 2.7K | 0.60% | — |
| 46 | ? N/A ZACKS TRUST | $2M | 50.0K | 0.60% | — |
| 47 | U UNITEDHEALTH GROUP INC | $2M | 5.6K | 0.60% | — |
| 48 | R ROSS STORES INC | $1.9M | 8.1K | 0.56% | — |
| 49 | F FIRST TR EXCHANGE-TRADED FD | $1.9M | 7.0K | 0.56% | — |
| 50 | F FIRST TR EXCHANGE-TRADED FD | $1.9M | 10.6K | 0.55% | — |