§ 13F · FUND PROFILE
Prosperity Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $235.5T (13F)Positions · 164Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$277.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 63K | $17.0T | 6.1% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 66K | $12.3T | 4.4% | NEW |
| 3 | MSFT | MICROSOFT CORP | 19K | $9.3T | 3.3% | NEW |
| 4 | PVAL | PUTNAM ETF TRUST | 153K | $7.0T | 2.5% | NEW |
| 5 | GOOGL | ALPHABET INC | 21K | $6.6T | 2.4% | NEW |
| 6 | ISPY | PROSHARES TR | 143K | $6.5T | 2.4% | NEW |
| 7 | QCOC | FIRST TR EXCHNG TRADED FD VI | 284K | $6.4T | 2.3% | NEW |
| 8 | PJFG | PGIM ETF TR | 54K | $6.0T | 2.2% | NEW |
| 9 | PGRO | PUTNAM ETF TRUST | 132K | $5.9T | 2.1% | NEW |
| 10 | MISL | FIRST TR EXCHANGE-TRADED FD | 124K | $5.3T | 1.9% | NEW |
§ 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 $235455.7 trillion in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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