Prosperity Wealth Management, Inc. — 13F holdings

Prosperity Wealth Management, Inc. reported 251 holdings worth $300M in its 13F filing for Q4 2025, filed March 27, 2026.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $26.1M (8.7%)
  2. SCHG SCHWAB STRATEGIC TR — $24.5M (8.1%)
  3. VOO VANGUARD INDEX FDS — $15.1M (5.0%)
  4. QQQ Invesco Qqq Tr — $12.3M (4.1%)
  5. MSFT MICROSOFT CORP — $7.97M (2.7%)
  6. NVDA NVIDIA CORPORATION — $7.55M (2.5%)
  7. IUS INVESCO EXCH TRD SLF IDX FD — $7.04M (2.3%)
  8. AMZN AMAZON COM INC — $5.77M (1.9%)
  9. SPHY SPDR SERIES TRUST — $5.30M (1.8%)
  10. AAPL APPLE INC — $4.93M (1.6%)