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CIK: 0001991334
Total reported value
$322.6M
$322.6M
186 檔
15.6%
At the close of Q1 2026, Prosperity Financial Group, Inc. disclosed equity holdings valued at approximately $322.6M, spread across 186 reported holdings.
In Q1 2026, Prosperity Financial Group, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 92 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.93% | -0.28% | +18.00% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.27% | -0.55% | +0.82% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.40% | +2.29% | |
| 4 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 2.41% | -0.09% | +4.94% | |
| 5 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.30% | -0.19% | -12.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.23% | +1.46% | |
| 7 | AIRR | First Trust Rba American Ind | ETF-Other | 1.87% | +0.79% | -10.83% | |
| 8 | PJFG | Pgim Jennison Focused Growth | ETF-Other | 1.84% | +0.03% | -5.13% | |
| 9 | QCOC | Ft Ndq100 Cns Buff ETF - Oct | ETF-Other | 1.76% | -1.67% | -23.81% | |
| 10 | MISL | First Trust Indxx Aero & Def | ETF-Other | 1.74% | -0.24% | -14.71% | |
| 11 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.74% | +0.03% | +42.33% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.04% | -0.18% | |
| 13 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.65% | -0.24% | +5.13% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.63% | -0.02% | -9.16% | |
| 15 | MFSG | Mfs Active Growth | ETF-Other | 1.61% | +0.01% | -4.17% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.09% | +29.01% | |
| 17 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.48% | -0.01% | +2.87% | |
| 18 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.34% | -1.34% | EXIT | |
| 19 | PGRO | Putnam Focused Lrg Cap Grow | ETF-Other | 1.33% | +0.03% | -31.99% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.32% | -0.43% | -0.04% | |
| 21 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 1.31% | -0.09% | +5.97% | |
| 22 | GROZ | Zacks Focus Growth ETF | ETF-Other | 1.30% | -0.01% | -3.73% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | -0.03% | -3.82% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.22% | -1.18% | |
| 25 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.14% | -1.14% | EXIT | |
| 26 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.12% | +0.04% | -9.36% | |
| 27 | CGIC | Cap Group Intl Core Eq | ETF-Other | 1.09% | -0.05% | +72.50% | |
| 28 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.05% | -0.07% | -0.72% | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 1.04% | -0.06% | -10.05% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.08% | -34.67% | |
| 31 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.01% | +0.17% | -0.20% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.07% | +2.74% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | -0.04% | +159.34% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.87% | -0.23% | +41.56% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.18% | +23.47% | |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.75% | -0.21% | -0.88% | |
| 37 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.73% | -0.04% | +20.18% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +1.05% | +2.02% | |
| 39 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.70% | +0.02% | -3.80% | |
| 40 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.69% | -0.14% | +8.07% | |
| 41 | SNDK | Sandisk CORP | Stock-Tech | 0.68% | +0.16% | -85.21% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.03% | -2.98% | |
| 43 | QGRO | American Century US Quality | ETF-Other | 0.63% | -0.51% | -6.65% | |
| 44 | DTCR | Global X Data Center & Digit | ETF-Other | 0.62% | +0.03% | -15.37% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.01% | +3.85% | |
| 46 | MFSV | Mfs Active Value | ETF-Other | 0.57% | -0.06% | +0.23% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.56% | -0.56% | EXIT | |
| 48 | FDG | American Century Focused Dyn | ETF-Other | 0.56% | +0.43% | -8.87% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.07% | +1.97% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.53% | +0.38% | -2.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +18.00% | Add |
| 2 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | +0.6% | +42.33% | Add |
| 3 | ABBV | Abbvie Inc | +0.6% | +159.34% | Add |
| 4 | CGIC | Cap Group Intl Core Eq | +0.5% | +72.50% | Add |
| 5 | UTES | Virtus Reaves Utilities ETF | +0.3% | +28.95% | Add |
| 6 | SHLD | Global X Defense Tech ETF | +0.3% | +41.56% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | +23.47% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +29.01% | Add |
| 9 | RSG | Republic Services Inc | +0.2% | +58.67% | Add |
| 10 | ISRG | Intuitive Surgical Inc | +0.2% | +93.35% | Add |
| 11 | RDVY | First Trust Rising Dividend | +0.2% | +214.19% | Add |
| 12 | COST | Costco Wholesale CORP | +0.2% | -1.18% | Trim |
| 13 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | +35.02% | Add |
| 14 | AAAU | Goldman Sachs Physical Gold | +0.2% | +45.09% | Add |
| 15 | SCIO | Ft Struct Credit Inc Opp ETF | +0.2% | +41.47% | Add |
| 16 | PWR | Quanta Services Inc | +0.1% | +2.11% | Add |
| 17 | SECR | Nyli Mackay Secur Inc ETF | +0.1% | +52.60% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | +4.59% | Add |
| 19 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +20.18% | Add |
| 20 | PTRB | Pgim Total Return Bond ETF | +0.1% | +5.13% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | +7.79% | Add |
| 22 | CVX | Chevron CORP | +0.1% | +3.20% | Add |
| 23 | CGCB | Cap Group Core Bond | +0.1% | +22.24% | Add |
| 24 | KLAC | Kla CORP | +0.1% | -2.00% | Trim |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.39% | Trim |
| 26 | LVHI | Franklin International Low V | +0.1% | +39.96% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.01% | Trim |
| 28 | WMT | Walmart Inc | +0.1% | +9.65% | Add |
| 29 | CPLB | Nyli Mackay Core Plus Bond | +0.1% | +19.70% | Add |
| 30 | DE | Deere & Co | +0.1% | +4.93% | Add |
| 31 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.1% | +5.97% | Add |
| 32 | SDVY | First Trust Smid Cap Rising | +0.1% | +21.57% | Add |
| 33 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | +8.07% | Add |
| 34 | AIRR | First Trust Rba American Ind | +0.1% | -10.83% | Trim |
| 35 | WTPI | Wisdomtree Equity Premium In | +0.1% | +20.31% | Add |
| 36 | ISPY | Proshares S&p High Incom ETF | +0.1% | +4.94% | Add |
| 37 | COHR | Coherent CORP | 0% | — | Unchanged |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +51.87% | Add |
| 39 | EQIX | Equinix Inc | 0% | +7.83% | Add |
| 40 | XOM | Exxon Mobil CORP | 0% | -1.93% | Trim |
| 41 | PPA | Invesco Aerospace & Defense | 0% | +5.84% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.76% | Add |
| 43 | VIK | Viking Holdings Ltd | 0% | +2.84% | Add |
| 44 | RDVI | Ft Vest Rising Dividend Achi | 0% | +2.87% | Add |
| 45 | STRL | Sterling Infrastructure Inc | 0% | +0.25% | Add |
| 46 | GLD | Spdr Gold Shares | 0% | +1.03% | Add |
| 47 | EMLP | First Trust North American E | 0% | +0.40% | Add |
| 48 | LHX | L3harris Technologies Inc | 0% | +9.70% | Add |
| 49 | SO | Southern Co/the | 0% | +0.69% | Add |
| 50 | AFMC | First Trust Active Factor Mi | 0% | +0.88% | Add |
According to official SEC Form 13F filings, Prosperity Financial Group, Inc. reported a total U.S. public equity portfolio value of $322.6M across 186 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 15.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVUV
市值: $1.3M
Top Position Liquidated / Trimmed
ALAB
前期市值: $867.6K
During Q1 2026, Prosperity Financial Group, Inc.'s top holdings by market value included AAPL (6.9%)、NVDA (4.3%)、MSFT (2.7%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q1 2026, Prosperity Financial Group, Inc. made 188 total portfolio adjustments, initiating 21 new buys, adding to 92 positions, trimming 60 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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