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

Prosperity Financial Group, Inc.

Prosperity Financial's hedge fund based in Stamford, CT — $271M in tracked AUM across 186 positions as of Q1 2026.

PF
Prosperity Financial·Stamford, CT·Hedge Fund
CIK 0001991334 · last filed Mar 31, 2026
Total AUM
$271M
▼ 16.9%
vs prior
Holdings
186
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · 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

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