13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001991463
Total reported value
$300.4M
$300.4M
233 檔
24.9%
During the Q2 2025 filing period, Prosperity Wealth Management, Inc. (CIK: 0001991463) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $300.4M across 233 reported positions.
During Q2 2025, Prosperity Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.90% | +0.55% | +8.02% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.52% | +0.31% | +12.21% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | — | -5.86% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.06% | +0.13% | -5.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.37% | -5.91% | |
| 6 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.50% | — | +22.47% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | — | +5.79% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.17% | -7.74% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.71% | — | -2.39% | |
| 10 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.53% | — | -20.54% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.48% | — | -4.12% | |
| 12 | LRGG | Nomura Focused Large Growth | ETF-Other | 1.33% | — | — | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.30% | — | -8.27% | |
| 14 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 1.25% | — | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | — | +5.37% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.22% | — | +17.36% | |
| 17 | QLD | Proshares Ultra Qqq | ETF-Other | 1.12% | — | +211.66% | |
| 18 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.08% | — | +1.82% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.08% | -0.94% | — | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.03% | — | -23.55% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.02% | — | +79.35% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 0.88% | — | +0.67% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.62% | -0.30% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | — | +1.77% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.84% | -0.30% | +3.17% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.35% | +14.32% | |
| 27 | TRGP | Targa Resources CORP | Stock-Energy | 0.70% | — | -0.91% | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.70% | — | +59.49% | |
| 29 | ARKW | Ark Next Generation Internet | ETF-Other | 0.66% | -0.77% | EXIT | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.55% | +1.68% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.64% | — | -20.28% | |
| 32 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.64% | — | +1.21% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.58% | -0.27% | +15.35% | |
| 34 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.56% | — | -19.26% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.56% | — | +53.67% | |
| 36 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.56% | — | +61.68% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | — | +82.40% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | — | +38.01% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | — | +38.21% | |
| 40 | CONL | Granitesh 2x Lng Coin Etf-us | ETF-Other | 0.48% | -0.22% | -24.98% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | — | +2.77% | |
| 42 | GE | General Electric | Stock-Industrials | 0.46% | — | +12.12% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.46% | +0.31% | — | |
| 44 | VST | Vistra CORP | Stock-Utilities | 0.46% | — | -20.46% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | -0.05% | |
| 46 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.46% | — | -24.97% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.45% | — | -26.35% | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.43% | — | -14.20% | |
| 49 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.43% | — | +10.50% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | — | — |
According to official SEC Form 13F filings, Prosperity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $300.4M across 233 disclosed positions in Q2 2025.
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 SCHX, SCHG, VOO) accounted for 24.9% of total reported equity market value during Q2 2025.
During Q2 2025, Prosperity Wealth Management, Inc.'s top holdings by market value included SCHX (7.9%)、SCHG (7.5%)、VOO (5.1%). The largest single position, SCHX, represented 7.9% of total portfolio value.
In Q2 2025, Prosperity Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.