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 $322.6M across 184 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($21.5M, 6.65%), NVDA ($12.0M, 3.72%), AIRR ($8.6M, 2.66%), GOOGL ($8.1M, 2.52%), ISPY ($7.5M, 2.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.5M | 6.65% | 74,205 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $12.0M | 3.72% | 60,025 | Trimmed |
| 3 | AIRR | FIRST TR EXCHANGE TRADED FD | $8.6M | 2.66% | 64,320 | Added |
| 4 | GOOGL | ALPHABET INC | $8.1M | 2.52% | 22,716 | Added |
| 5 | ISPY | PROSHARES TR | $7.5M | 2.32% | 155,650 | Added |
| 6 | MSFT | MICROSOFT CORP | $7.4M | 2.29% | 19,767 | Added |
| 7 | PVAL | PUTNAM ETF TRUST | $6.8M | 2.11% | 133,615 | Trimmed |
| 8 | PJFG | PGIM ETF TR | $6.0M | 1.87% | 51,980 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 1.78% | 9,884 | Added |
| 10 | HFXI | NEW YORK LIFE INVESTMENTS ET | $5.7M | 1.77% | 150,274 | Added |
| 11 | ALAI | THE ALGER ETF TRUST | $5.3M | 1.63% | 115,559 | New |
| 12 | MFSG | MFS ACTIVE EXCHANGE TRADED F | $5.2M | 1.62% | 172,207 | Added |
| 13 | AMZN | AMAZON COM INC | $5.2M | 1.61% | 21,781 | Added |
| 14 | AVLV | AMERICAN CENTY ETF TR | $5.2M | 1.61% | 57,070 | Added |
| 15 | QMMY | FIRST TR EXCHNG TRADED FD VI | $5.1M | 1.57% | 191,218 | New |
| 16 | MISL | FIRST TR EXCHANGE-TRADED FD | $4.8M | 1.50% | 105,943 | Added |
| 17 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.7M | 1.47% | 161,312 | Added |
| 18 | PTRB | PGIM ETF TR | $4.5M | 1.41% | 109,357 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $4.5M | 1.40% | 13,788 | Added |
| 20 | AMAX | STARBOARD INVT TR | $4.5M | 1.39% | 606,269 | New |
| 21 | PGRO | PUTNAM ETF TRUST | $4.4M | 1.36% | 92,024 | Added |
| 22 | GROZ | ZACKS TRUST | $4.2M | 1.29% | 130,667 | Added |
| 23 | TSLA | TESLA INC | $4.0M | 1.24% | 9,502 | Added |
| 24 | LQTI | FIRST TR EXCHANGE-TRADED FD | $3.9M | 1.22% | 203,963 | Added |
| 25 | GPIX | GOLDMAN SACHS ETF TR | $3.8M | 1.18% | 68,664 | Added |
Source: SEC Form 13F filings · as of 2026-06-30