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