Prosperity Wealth Management, Inc. 13F Holdings · last filed Q4 2025
Prosperity Wealth Management, Inc. reported 251 securities worth $300.37M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: SCHX (8.70%), SCHG (8.14%), VOO (5.03%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $26.1M | 8.70% | 970,709 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $24.5M | 8.14% | 749,659 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $15.1M | 5.03% | 24,104 | Added |
| 4 | QQQ | INVESCO QQQ TR | $12.3M | 4.09% | 20,001 | Added |
| 5 | MSFT | MICROSOFT CORP | $8.0M | 2.65% | 16,476 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $7.5M | 2.51% | 40,472 | Trimmed |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | $7.0M | 2.34% | 123,101 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $5.8M | 1.92% | 24,995 | Added |
| 9 | SPHY | SPDR SERIES TRUST | $5.3M | 1.76% | 223,856 | Trimmed |
| 10 | AAPL | APPLE INC | $4.9M | 1.64% | 18,133 | Trimmed |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | $4.9M | 1.63% | 27,530 | Added |
| 12 | VONG | VANGUARD SCOTTSDALE FDS | $4.4M | 1.47% | 36,211 | Added |
| 13 | GOOGL | ALPHABET INC | $3.7M | 1.25% | 11,965 | Added |
| 14 | LLY | ELI LILLY & CO | $3.6M | 1.19% | 3,314 | Added |
| 15 | MGK | VANGUARD WORLD FD | $3.3M | 1.10% | 7,989 | Added |
| 16 | FNDX | SCHWAB STRATEGIC TR | $3.1M | 1.03% | 113,931 | Added |
| 17 | META | META PLATFORMS INC | $2.8M | 0.93% | 4,249 | Added |
| 18 | UPRO | PROSHARES TR | $2.8M | 0.92% | 23,807 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $2.6M | 0.87% | 2,965 | Trimmed |
| 20 | DKNG | DRAFTKINGS INC NEW | $2.5M | 0.83% | 71,954 | Added |
| 21 | ANET | ARISTA NETWORKS INC | $2.5M | 0.82% | 18,744 | Trimmed |
| 22 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.4M | 0.81% | 35,492 | Added |
| 23 | LRGG | NOMURA ETF TR | $2.3M | 0.75% | 76,514 | Trimmed |
| 24 | TRGP | TARGA RES CORP | $2.2M | 0.73% | 11,912 | Added |
| 25 | UBER | UBER TECHNOLOGIES INC | $2.1M | 0.71% | 26,020 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR