Prosperity Financial Group, Inc.: 13F holdings

CIK 19913342026Q2

Positions184
Reported value$322.6m
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC74,205$21.5m6.7%
NVDA NVIDIA CORPORATION60,025$12.0m3.7%
AIRR FIRST TR EXCHANGE TRADED FD64,320$8.6m2.7%
GOOGL ALPHABET INC22,716$8.1m2.5%
PROSHARES TR155,650$7.5m2.3%
MSFT MICROSOFT CORP19,767$7.4m2.3%
PVAL PUTNAM ETF TRUST133,615$6.8m2.1%
PGIM ETF TR51,980$6.0m1.9%
AMD ADVANCED MICRO DEVICES INC9,884$5.7m1.8%
NEW YORK LIFE INVESTMENTS ET150,274$5.7m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1991334")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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