§ 13F · FUND PROFILE
Prosperity Wealth Management, Inc..
AUM · $295M (13F)Positions · 240Turnover · n/a · Q4Filed · Mar 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED MAR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 971K | $26M | — | +6% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 750K | $24M | — | +4% |
| 3 | VOO | VANGUARD INDEX FDS | 24K | $15M | — | +1% |
| 4 | QQQ | INVESCO QQQ TR | 20K | $12M | — | +3% |
| 5 | MSFT | MICROSOFT CORP | 16K | $8M | — | −4% |
| 6 | NVDA | NVIDIA CORPORATION | 40K | $8M | — | −2% |
| 7 | IUS | INVESCO EXCH TRD SLF IDX FD | 123K | $7M | — | −4% |
| 8 | AMZN | AMAZON COM INC | 25K | $6M | — | +7% |
| 9 | SPHY | SPDR SERIES TRUST | 224K | $5M | — | −4% |
| 10 | AAPL | APPLE INC | 18K | $5M | — | −1% |
§ 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 $295 million in assets. The fund runs a broad portfolio of 240 positions.
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