Prosperity Wealth Management, Inc.

Est. AUM

$297.9M

13F long equity, this entity only

Positions

248

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$26.1M	970709	8.77%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$24.5M	749659	8.21%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.1M	24104	5.07%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$12.3M	20001	4.12%	SOLE
5	MICROSOFT CORP	COM	$8.0M	16476	2.67%	SOLE
6	NVIDIA CORPORATION	COM	$7.5M	40472	2.53%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$7.0M	123101	2.36%	SOLE
8	AMAZON COM INC	COM	$5.8M	24995	1.94%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	223856	1.78%	SOLE
10	APPLE INC	COM	$4.9M	18133	1.66%	SOLE
11	PALANTIR TECHNOLOGIES INC	CL A	$4.9M	27530	1.64%	SOLE
12	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$4.4M	36211	1.48%	SOLE
13	ALPHABET INC	CAP STK CL A	$3.7M	11965	1.26%	SOLE
14	ELI LILLY & CO	COM	$3.6M	3314	1.20%	SOLE
15	VANGUARD WORLD FD	MEGA GRWTH IND	$3.3M	7989	1.11%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$3.1M	113931	1.04%	SOLE
17	META PLATFORMS INC	CL A	$2.8M	4249	0.94%	SOLE
18	PROSHARES TR	ULTRPRO S&P500	$2.8M	23807	0.93%	SOLE
19	GOLDMAN SACHS GROUP INC	COM	$2.6M	2965	0.87%	SOLE
20	DRAFTKINGS INC NEW	COM CL A	$2.5M	71954	0.83%	SOLE
21	ARISTA NETWORKS INC	COM SHS	$2.5M	18744	0.82%	SOLE
22	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.4M	35492	0.81%	SOLE
23	NOMURA ETF TR	FOCUSED LARGE GR	$2.3M	76514	0.76%	SOLE
24	TARGA RES CORP	COM	$2.2M	11912	0.74%	SOLE
25	UBER TECHNOLOGIES INC	COM	$2.1M	26020	0.71%	SOLE
26	TESLA INC	COM	$2.0M	4543	0.69%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	10589	0.68%	SOLE
28	PROSHARES TR	ULTRAPRO QQQ	$2.0M	37859	0.67%	SOLE
29	NUVEEN S&P 500 BUY-WRITE INC	COM	$1.9M	126381	0.62%	SOLE
30	ARK ETF TR	INNOVATION ETF	$1.9M	24090	0.62%	SOLE
31	BROADCOM INC	COM	$1.8M	5118	0.59%	SOLE
32	WYNN RESORTS LTD	COM	$1.8M	14630	0.59%	SOLE
33	ASML HOLDING N V	N Y REGISTRY SHS	$1.7M	1609	0.58%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$1.7M	2495	0.57%	SOLE
35	GE AEROSPACE	COM NEW	$1.6M	5295	0.55%	SOLE
36	MICRON TECHNOLOGY INC	COM	$1.6M	5538	0.53%	SOLE
37	VERTIV HOLDINGS CO	COM CL A	$1.5M	9560	0.52%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$1.5M	4927	0.49%	SOLE
39	EXXON MOBIL CORP	COM	$1.4M	11295	0.46%	SOLE
40	TIDAL TRUST II	YIELDMAX SHORT	$1.3M	110960	0.45%	SOLE
41	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.3M	3720	0.45%	SOLE
42	SHOPIFY INC	CL A SUB VTG SHS	$1.3M	8210	0.44%	SOLE
43	VISTRA CORP	COM	$1.3M	8096	0.44%	SOLE
44	NEOS ETF TRUST	ENHANCED INCOME	$1.3M	27779	0.43%	SOLE
45	CROWDSTRIKE HLDGS INC	CL A	$1.3M	2689	0.42%	SOLE
46	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20082	0.42%	SOLE
47	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$1.3M	60397	0.42%	SOLE
48	WALMART INC	COM	$1.2M	10782	0.40%	SOLE
49	ISHARES TR	RUS 1000 GRW ETF	$1.2M	2485	0.39%	SOLE
50	NOMURA ETF TR	FOCUSED EMERGING	$1.1M	27492	0.37%	SOLE

1–50 of 248

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