Prosperity Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Prosperity Wealth Management, Inc. 13F Holdings
CIK 0001991463 · San Ramon, CA
As of Sep 30, 2025, Prosperity Wealth Management, Inc. reported
240 positions worth $285.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 911,630 | $24.0M | 8.40% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 723,101 | $23.1M | 8.07% |
| VANGUARD 500 INDEX FUND | VOO | — | 23,873 |
|
4.6M5.11% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 19,410 |
1.7M | 4.08% |
| MICROSOFT CORP | MSFT | Technology | 17,189 | $8.9M | 3.11% |
| NVIDIA CORP | NVDA | Technology | 41,135 | $7.7M | 2.68% |
| INVESCO RAFI(TM) STRATEGIC US ETF | IUS | — | 128,786 | $7.1M | 2.49% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 232,125 | $5.6M | 1.94% |
| AMAZON.COM INC | AMZN | Equity | 23,446 | $5.1M | 1.80% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 26,291 | $4.8M | 1.68% |
| APPLE INC | AAPL | Technology | 18,264 | $4.7M | 1.63% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 34,812 | $4.2M | 1.47% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 25,574 | $3.6M | 1.27% |
| ARISTA NETWORKS INC | ANET | Technology | 22,612 | $3.3M | 1.15% |
| VANGUARD WORLD FUND | MGK | — | 7,715 | $3.1M | 1.09% |
| META PLATFORMS INC | META | Communication Services | 3,986 | $2.9M | 1.02% |
| MACQUARIE ETF TRUST | LRGG | — | 89,694 | $2.7M | 0.94% |
| ALPHABET INC | GOOGL | Equity | 10,936 | $2.7M | 0.93% |
| PROSHARES ULTRAPRO S&P500 | UPRO | — | 23,781 | $2.7M | 0.93% |
| DRAFTKINGS INC | DKNG | Consumer Cyclical | 68,997 | $2.6M | 0.90% |
| UBER TECHNOLOGIES INC | UBER | Technology | 26,310 | $2.6M | 0.90% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3,213 | $2.6M | 0.89% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 26,088 | $2.3M | 0.82% |
| ARK NEXT GENERATION INTERNET ETF | ARKW | — | 12,973 | $2.3M | 0.79% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 13,923 | $2.1M | 0.75% |