Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $278 Billion
  • Q4 2025

Prosperity Financial Group, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17B, Nvidia Corp with a value of $12.3B, Microsoft Corp with a value of $9.31B, Putnam ETF Tr Putnam Focused L with a value of $6.97B, and Alphabet Inc. with a value of $6.64B.

Examining the 13F form we can see an increase of $4.43B in the current position value, from $273B to 278B.

Prosperity Financial Group, Inc. is based out at San Ramon, CA

Below you can find more details about Prosperity Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $278 Billion
ETFs: $72.5 Billion
Technology: $61.5 Billion
Consumer Cyclical: $13.1 Billion
Communication Services: $11.9 Billion
Financial Services: $8.81 Billion
Industrials: $7.1 Billion
Healthcare: $5.59 Billion
Consumer Defensive: $4.5 Billion
Other: $2.74 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$17 Billion 6.13% of portfolio
62,625
Q4 2025 Added 11.86%
$465B
$12.3 Billion 4.41% of portfolio
65,731
Q4 2025 Reduced 2.31%
$3.78T
$9.31 Billion 3.35% of portfolio
19,243
Q4 2025 Added 2.68%
$0
$6.97 Billion 2.51% of portfolio
152,929
Q4 2025 Reduced 9.76%
$1.65T
$6.64 Billion 2.39% of portfolio
21,223
Q4 2025 Added 9.5%
Proshares Tr
-
$6.55 Billion 2.36% of portfolio
-
Q4 2025 Added 27.81%
First Tr Exchng Traded Fd Vi
-
$6.38 Billion 2.3% of portfolio
-
Q4 2025 New
Pgim ETF Tr
-
$6.01 Billion 2.16% of portfolio
-
Q4 2025 Added 3.49%
$0
$5.88 Billion 2.12% of portfolio
131,752
Q4 2025 Reduced 0.51%
-
$5.29 Billion 1.9% of portfolio
-
Q4 2025 Added 3.29%
$0
$5.03 Billion 1.81% of portfolio
51,191
Q4 2025 Added 3.04%
Mfs Active Exchange Traded F
-
$5.02 Billion 1.81% of portfolio
-
Q4 2025 Added 31.18%
$2.39T
$4.96 Billion 1.78% of portfolio
21,479
Q4 2025 Added 4.63%
$139B
$4.81 Billion 1.73% of portfolio
13,884
Q4 2025 Added 9.01%
Sandisk Corp
-
$4.64 Billion 1.67% of portfolio
-
Q4 2025 Added 6.85%
$0
$4.56 Billion 1.64% of portfolio
60,218
Q4 2025 Added 0.87%
$0
$4.29 Billion 1.54% of portfolio
102,103
Q4 2025 Added 17.3%
$1.29T
$4.1 Billion 1.48% of portfolio
9,128
Q4 2025 Added 19.27%
-
$3.99 Billion 1.44% of portfolio
-
Q4 2025 Reduced 2.05%
Zacks Trust
-
$3.96 Billion 1.42% of portfolio
-
Q4 2025 Added 4.95%
First Tr Exchange Traded Fd
-
$3.44 Billion 1.24% of portfolio
-
Q4 2025 Added 0.6%
$0
$3.45 Billion 1.24% of portfolio
35,619
Q4 2025 Added 5.21%
$881B
$3.43 Billion 1.24% of portfolio
10,660
Q4 2025 Added 2.6%
$0
$3.32 Billion 1.19% of portfolio
116,219
Q4 2025 Added 0.04%
$0
$3.19 Billion 1.15% of portfolio
98,409
Q4 2025 Added 6.44%
$1.37T
$3.02 Billion 1.08% of portfolio
4,568
Q4 2025 Added 11.12%
Dbx ETF Tr
-
$2.97 Billion 1.07% of portfolio
-
Q4 2025 Added 5.67%
$0
$2.94 Billion 1.06% of portfolio
61,431
Q4 2025 Added 3.3%
$404B
$2.92 Billion 1.05% of portfolio
3,384
Q4 2025 Added 0.3%
$0
$2.89 Billion 1.04% of portfolio
40,510
Q4 2025 Reduced 21.87%
Goldman Sachs ETF Tr
-
$2.9 Billion 1.04% of portfolio
-
Q4 2025 Reduced 1.87%
-
$2.77 Billion 1.0% of portfolio
-
Q4 2025 New
$51.1B
$2.67 Billion 0.96% of portfolio
39,055
Q4 2025 Reduced 4.84%
$388B
$2.03 Billion 0.73% of portfolio
9,484
Q4 2025 Added 8.34%
$0
$2 Billion 0.72% of portfolio
17,451
Q4 2025 Reduced 41.54%
Zacks Trust
-
$1.97 Billion 0.71% of portfolio
-
Q4 2025 Reduced 0.25%
$0
$1.96 Billion 0.7% of portfolio
29,635
Q4 2025 Added 6.09%
$0
$1.94 Billion 0.7% of portfolio
14,927
Q4 2025 Added 7.15%
$0
$1.9 Billion 0.68% of portfolio
2,788
Q4 2025 Reduced 5.94%
$0
$1.84 Billion 0.66% of portfolio
14,509
Q4 2025 Added 7.25%
$237B
$1.82 Billion 0.66% of portfolio
6,879
Q4 2025 Added 1.46%
$0
$1.75 Billion 0.63% of portfolio
83,011
Q4 2025 Added 6.95%
First Tr Exchng Traded Fd Vi
-
$1.75 Billion 0.63% of portfolio
-
Q4 2025 Added 11.1%
$0
$1.72 Billion 0.62% of portfolio
42,076
Q4 2025 Added 0.36%
Capital Group International
-
$1.67 Billion 0.6% of portfolio
-
Q4 2025 New
$533B
$1.68 Billion 0.6% of portfolio
4,776
Q4 2025 Reduced 29.88%
$0
$1.63 Billion 0.59% of portfolio
20,289
Q4 2025 Added 4.75%
$971B
$1.6 Billion 0.58% of portfolio
1,490
Q4 2025 Added 13.31%
$181B
$1.52 Billion 0.55% of portfolio
18,623
Q4 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $278 Billion
  • Prior Value $273 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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