Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prosperity Financial Group, Inc. (CIK 1991334) reported $270.8M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($18.8M, 6.93%), NVDA ($11.6M, 4.27%), MSFT ($7.3M, 2.69%), ISPY ($6.5M, 2.41%), PVAL ($6.2M, 2.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.8M | 6.93% | 73,899 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $11.6M | 4.27% | 66,273 | Added |
| 3 | MSFT | MICROSOFT CORP | $7.3M | 2.69% | 19,684 | Added |
| 4 | ISPY | PROSHARES TR | $6.5M | 2.41% | 150,558 | Added |
| 5 | PVAL | PUTNAM ETF TRUST | $6.2M | 2.30% | 134,141 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $6.2M | 2.29% | 21,532 | Added |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | $5.1M | 1.87% | 45,648 | Trimmed |
| 8 | PJFG | PGIM ETF TR | $5.0M | 1.84% | 51,257 | Trimmed |
| 9 | QCOC | FIRST TR EXCHNG TRADED FD VI | $4.8M | 1.76% | 216,674 | Trimmed |
| 10 | MISL | FIRST TR EXCHANGE-TRADED FD | $4.7M | 1.74% | 105,409 | Trimmed |
| 11 | HFXI | NEW YORK LIFE INVESTMENTS ET | $4.7M | 1.74% | 140,068 | Added |
| 12 | AMZN | AMAZON COM INC | $4.5M | 1.65% | 21,441 | Trimmed |
| 13 | PTRB | PGIM ETF TR | $4.5M | 1.65% | 107,336 | Added |
| 14 | AVLV | AMERICAN CENTY ETF TR | $4.4M | 1.63% | 54,704 | Trimmed |
| 15 | MFSG | MFS ACTIVE EXCHANGE TRADED F | $4.3M | 1.61% | 169,952 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $4.0M | 1.49% | 13,752 | Added |
| 17 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.48% | 156,455 | Added |
| 18 | UTES | ETFIS SER TR I | $3.6M | 1.34% | 45,299 | Added |
| 19 | PGRO | PUTNAM ETF TRUST | $3.6M | 1.33% | 89,599 | Trimmed |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $3.6M | 1.32% | 24,475 | Trimmed |
| 21 | LQTI | FIRST TR EXCHANGE-TRADED FD | $3.5M | 1.31% | 181,250 | Added |
| 22 | GROZ | ZACKS TRUST | $3.5M | 1.30% | 127,873 | Trimmed |
| 23 | TSLA | TESLA INC | $3.4M | 1.27% | 9,260 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.3M | 1.23% | 3,344 | Trimmed |
| 25 | AGOX | STARBOARD INVT TR | $3.1M | 1.14% | 116,214 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31