13F Insight
DOSSIER · 13F-HR · Q1 2026

Prosperity Financial Group, Inc.

$271M in tracked AUM across 186 positions as of Q1 2026.

PF
CIK 0001991334 · last filed Mar 31, 2026
Total AUM
$271M
as of Q1 2026
Holdings
186
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Prosperity Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M74K6.9%02
NVDA
NVIDIA CORPORATION
$12M66K4.3%03
MSFT
MICROSOFT CORP
$7M20K2.7%04
ISPY
PROSHARES TR
$7M151K2.4%05
PVAL
PUTNAM ETF TRUST
$6M134K2.3%06
GOOGL
ALPHABET INC
$6M22K2.3%07
AIRR
FIRST TR EXCHANGE TRADED FD
$5M46K1.9%08
PJFG
PGIM ETF TR
$5M51K1.8%09
QCOC
FIRST TR EXCHNG TRADED FD VI
$5M217K1.8%10
MISL
FIRST TR EXCHANGE-TRADED FD
$5M105K1.7%

Filing history

2026Q1Mar 31
$271M▼ 2.6%
186 positionsView →2025Q4Dec 31
$278M▲ 63.6%
184 positionsView →2025Q3Sep 30
$170M▼ 27.8%
113 positionsView →2025Q2Jun 30
$235M▲ 17.2%
164 positionsLocked2025Q1Mar 31
$201M▲ 0.0%
166 positionsLocked2024Q4Dec 31
$201M▲ 12.5%
174 positionsLocked2024Q3Sep 30
$179M▲ 12.7%
157 positionsLocked2024Q2Jun 30
$158M▼ 2.1%
142 positionsLocked2024Q1Mar 31
$162M▲ 12.4%
146 positionsLocked2023Q4Dec 31
$144M▲ 19.0%
132 positionsLocked2023Q3Sep 30
$121M▲ 6.6%
116 positionsLocked2023Q2Jun 30
$114M▲ 14.9%
130 positionsLocked
Showing 12 of 14