§ 13F · FUND PROFILE
Prosperity Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $235M (13F)Positions · 164Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 74K | $19M | 6.9% | +18% |
| 2 | NVDA | NVIDIA CORPORATION | 66K | $12M | 4.3% | +1% |
| 3 | MSFT | MICROSOFT CORP | 20K | $7M | 2.7% | +2% |
| 4 | ISPY | PROSHARES TR | 151K | $7M | 2.4% | +5% |
| 5 | PVAL | PUTNAM ETF TRUST | 134K | $6M | 2.3% | −12% |
| 6 | GOOGL | ALPHABET INC | 22K | $6M | 2.3% | +1% |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | 46K | $5M | 1.9% | −11% |
| 8 | PJFG | PGIM ETF TR | 51K | $5M | 1.8% | −5% |
| 9 | QCOC | FIRST TR EXCHNG TRADED FD VI | 217K | $5M | 1.8% | −24% |
| 10 | MISL | FIRST TR EXCHANGE-TRADED FD | 105K | $5M | 1.7% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Financial Group, Inc. is a Other fund managing $235 million in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed