account_balance
Investment manager · 13F filer · SEC CIK 1991334
Prosperity Financial Group, Inc.
Reported value$341Mas of Sep 30, 2026
Positions193 22 new, 13 sold out
Top 10 weight29.1%AAPL alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.6%Added +4%
NVDANVIDIA Corp
4.4%Added +9%
MSFTMicrosoft Corp
3.2%Added +7%
GOOGLAlphabet Inc.
2.5%Added +9%
ISPYProshares Tr
2.1%Trimmed −4%
PVALPutnam ETF Trust
2.0%
AIRRFirst Tr Exchange Traded Fd
1.9%
CNEQThe Alger ETF Trust
1.9%Added +1073%
PJFGPgim ETF Tr
1.8%Trimmed −3%
HFXINylim ETF Tr
1.7%
AMZNAmazon.com Inc
1.6%
AVLVAmerican Centy ETF Tr
1.5%
AAPLApple Inc.
7.6%Added +4%
NVDANVIDIA Corp
4.4%+9%
MSFTMicrosoft Corp
3.2%
GOOGLAlphabet Inc.
2.5%
ISPYProshares Tr
2.1%
PVAL2.0%
AIRR1.9%
CNEQThe Alger ETF Trust
1.9%
PJFG1.8%
HFXI
AMZNAVLV1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.6% Added +4%NVDA NVIDIA Corp 4.4% Added +9%MSFT Microsoft Corp 3.2% Added +7%GOOGL Alphabet Inc. 2.5% Added +9%
ISPY Proshares Tr 2.1% Trimmed −4%
PVAL Putnam ETF Trust 2.0% Held
AIRR First Tr Exchange Traded Fd 1.9% Held
CNEQ The Alger ETF Trust 1.9% Added +1073%
PJFG Pgim ETF Tr 1.8% Trimmed −3%
HFXI Nylim ETF Tr 1.7% Held
AMZN Amazon.com Inc 1.6% HeldAVLV American Centy ETF Tr 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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