Prosperity Financial Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Prosperity Financial Group, Inc. 13F Holdings
CIK 0001991334 · San Ramon, CA
As of Sep 30, 2025, Prosperity Financial Group, Inc. reported
177 positions worth $273.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 55,987 |
|
4.3M5.21% |
| NVIDIA CORP | NVDA | Technology | 68,285 |
2.7M | 4.66% |
| MICROSOFT CORP | MSFT | Technology | 18,740 | $9.7M | 3.55% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | — | 169,472 | $7.2M | 2.65% |
| FT VEST NASDAQ-100 BUFFER ETF - MARCH | QMAR | — | 208,317 | $6.7M | 2.45% |
| PUTNAM ETF TRUST | — | — | 132,429 | $5.9M | 2.15% |
| PGIM ETF TR | PJFG | — | 52,205 | $5.8M | 2.11% |
| PROSHARES S&P 500 HIGH INCOME ETF | ISPY | — | 112,255 | $5.1M | 1.85% |
| FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | MISL | — | 119,654 | $5.0M | 1.81% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 49,680 | $4.8M | 1.76% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 26,109 | $4.8M | 1.74% |
| ALPHABET INC | GOOGL | Equity | 19,382 | $4.7M | 1.72% |
| AMAZON.COM INC | AMZN | Equity | 20,529 | $4.5M | 1.65% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 59,696 | $4.3M | 1.58% |
| BROADCOM INC | AVGO | Technology | 12,736 | $4.2M | 1.54% |
| ALGER MID CAP 40 ETF | FRTY | — | 187,151 | $4.2M | 1.53% |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | — | 155,279 | $4.0M | 1.47% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 51,851 | $3.9M | 1.44% |
| MFS ACTIVE EXCHANGE TRADED F | MFSG | — | 135,195 | $3.8M | 1.39% |
| ZACKS TRUST | — | — | 126,566 | $3.7M | 1.36% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 41,040 | $3.7M | 1.35% |
| PGIM ETF TR | PTRB | — | 87,046 | $3.7M | 1.34% |
| TESLA INC | TSLA | Consumer Cyclical | 8,153 | $3.6M | 1.33% |
| ADAPTIVE ALPHA OPPORTUNITIES ETF | AGOX | — | 116,177 | $3.6M | 1.30% |
| FIRST TR EXCHANGE-TRADED FD | — | — | 170,019 | $3.5M | 1.27% |