Prosperity Financial Group
$323M 13F equity value
203 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prosperity Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 74,205 | $21M | 6.7% |
| NVDA | NVIDIA CORPORATION | 60,025 | $12M | 3.7% |
| AIRR | FIRST TR EXCHANGE TRADED FD | 64,320 | $9M | 2.7% |
| GOOGL | ALPHABET INC | 22,716 | $8M | 2.5% |
| ISPY | PROSHARES TR | 155,650 | $8M | 2.3% |
| MSFT | MICROSOFT CORP | 19,767 | $7M | 2.3% |
| PVAL | PUTNAM ETF TRUST | 133,615 | $7M | 2.1% |
| PJFG | PGIM ETF TR | 51,980 | $6M | 1.9% |
| AMD | ADVANCED MICRO DEVICES INC | 9,884 | $6M | 1.8% |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 150,274 | $6M | 1.8% |
Track Prosperity Financial Group's 13F portfolio: $323M in reported holdings, 203 positions. Top holdings and quarterly changes on SentiSense.
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