Prosperity Financial Group, Inc.

Est. AUM

$265.8M

13F long equity, this entity only

Positions

184

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$18.8M	73899	7.06%	SOLE
2	NVIDIA CORPORATION	COM	$11.6M	66273	4.35%	SOLE
3	MICROSOFT CORP	COM	$7.3M	19684	2.74%	SOLE
4	PROSHARES TR	S&P 500 HIGH INC	$6.5M	150558	2.46%	SOLE
5	PUTNAM ETF TRUST	FOCUSED LAR CAP	$6.2M	134141	2.34%	SOLE
6	ALPHABET INC	CAP STK CL A	$6.2M	21532	2.33%	SOLE
7	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.1M	45648	1.90%	SOLE
8	PGIM ETF TR	JENNISON FOC GWT	$5.0M	51257	1.88%	SOLE
9	FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$4.8M	216674	1.79%	SOLE
10	NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$4.7M	140068	1.77%	SOLE
11	AMAZON COM INC	COM	$4.5M	21441	1.68%	SOLE
12	PGIM ETF TR	TOTAL RETURN BON	$4.5M	107336	1.68%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.4M	54704	1.66%	SOLE
14	MFS ACTIVE EXCHANGE TRADED F	GROWTH ETF	$4.3M	169952	1.64%	SOLE
15	JPMORGAN CHASE & CO	COM	$4.0M	13752	1.52%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$4.0M	156455	1.50%	SOLE
17	ETFIS SER TR I	VIRTUS REAVES UT	$3.6M	45299	1.36%	SOLE
18	PUTNAM ETF TRUST	FOCSD LARCP GWT	$3.6M	89599	1.36%	SOLE
19	PALANTIR TECHNOLOGIES INC	CL A	$3.6M	24475	1.35%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$3.5M	181250	1.34%	SOLE
21	ZACKS TRUST	FOCUS GROWTH ETF	$3.5M	127873	1.33%	SOLE
22	TESLA INC	COM	$3.4M	9260	1.30%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$3.3M	3344	1.25%	SOLE
24	STARBOARD INVT TR	ADAPTIVE ALPHA	$3.1M	116214	1.16%	SOLE
25	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.0M	32286	1.14%	SOLE
26	CAPITAL GROUP INTERNATIONAL	SHS	$2.9M	88800	1.11%	SOLE
27	DBX ETF TR	XTRACKERS US NAT	$2.8M	80333	1.07%	SOLE
28	GLOBAL X FDS	US INFR DEV ETF	$2.8M	55260	1.06%	SOLE
29	BROADCOM INC	COM	$2.8M	9070	1.06%	SOLE
30	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$2.7M	54851	1.03%	SOLE
31	META PLATFORMS INC	CL A	$2.7M	4693	1.01%	SOLE
32	ABBVIE INC	COM	$2.5M	11546	0.94%	SOLE
33	GLOBAL X FDS	DEFENSE TECH ETF	$2.4M	33357	0.89%	SOLE
34	CATERPILLAR INC	COM	$2.2M	3104	0.83%	SOLE
35	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.0M	38712	0.77%	SOLE
36	COLUMBIA ETF TR I	RESH ENHNC COR	$2.0M	50566	0.74%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$2.0M	9676	0.74%	SOLE
38	ZACKS TRUST	SMALL/MID CAP	$1.9M	51239	0.71%	SOLE
39	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$1.9M	71259	0.70%	SOLE
40	SANDISK CORP	COM	$1.8M	2891	0.69%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2705	0.66%	SOLE
42	AMERICAN CENTY ETF TR	US QUALITY GROW	$1.7M	16290	0.64%	SOLE
43	GLOBAL X FDS	DATA CTR & DIGIT	$1.7M	70253	0.63%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	21071	0.61%	SOLE
45	MFS ACTIVE EXCHANGE TRADED F	VALUE ETF	$1.5M	57607	0.58%	SOLE
46	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.5M	16351	0.57%	SOLE
47	AMERICAN CENTY ETF TR	FOCUSED DYNAMIC	$1.5M	13222	0.57%	SOLE
48	VISA INC	COM CL A	$1.5M	4870	0.55%	SOLE
49	KLA CORP	COM NEW	$1.4M	978	0.54%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.4M	8802	0.54%	SOLE

1–50 of 184

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.