§ 13F · FUND PROFILE
Prosperity Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $269.8T (13F)Positions · 235Turnover · — · Q3Filed · Nov 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 912K | $24.0T | 8.2% | — |
| 2 | SCHG | SCHWAB STRATEGIC TR | 723K | $23.1T | 7.8% | — |
| 3 | VOO | VANGUARD INDEX FDS | 24K | $14.6T | 5.0% | — |
| 4 | QQQ | INVESCO QQQ TR | 19K | $11.7T | 4.0% | — |
| 5 | MSFT | MICROSOFT CORP | 17K | $8.9T | 3.0% | — |
| 6 | NVDA | NVIDIA CORPORATION | 41K | $7.7T | 2.6% | — |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | 129K | $7.1T | 2.4% | — |
| 8 | SPHY | SPDR SERIES TRUST | 232K | $5.6T | 1.9% | — |
| 9 | AMZN | AMAZON COM INC | 23K | $5.1T | 1.7% | — |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 26K | $4.8T | 1.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROSPERITY SIGNAL
AC read
Prosperity Wealth Management, Inc. is a Other fund managing $269844.1 trillion in assets. The fund runs a broad portfolio of 235 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 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