13F Insight
DOSSIER · 13F-HR · Q4 2025

Prosperity Wealth Management, Inc.

$300M in tracked AUM across 251 positions as of Q4 2025.

PW
CIK 0001991463 · last filed Dec 31, 2025
Total AUM
$300M
as of Q4 2025
Holdings
251
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Prosperity Wealth Management, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$26M971K8.7%02
SCHG
SCHWAB STRATEGIC TR
$24M750K8.1%03
VOO
VANGUARD INDEX FDS
$15M24K5.0%04
QQQ
INVESCO QQQ TR
$12M20K4.1%05
MSFT
MICROSOFT CORP
$8M16K2.7%06
NVDA
NVIDIA CORPORATION
$8M40K2.5%07
IUS
INVESCO EXCH TRD SLF IDX FD
$7M123K2.3%08
AMZN
AMAZON COM INC
$6M25K1.9%09
SPHY
SPDR SERIES TRUST
$5M224K1.8%10
AAPL
APPLE INC
$5M18K1.6%

Filing history

2025Q4Dec 31
$300M▲ 2.0%
251 positionsView →2025Q3Sep 30
$295M▲ 9.2%
240 positionsView →2025Q2Jun 30
$270M▲ 26.8%
235 positionsLocked2025Q1Mar 31
$213M▼ 12.5%
217 positionsLocked2024Q4Dec 31
$243M▼ 2.8%
214 positionsLocked2024Q3Sep 30
$250M▲ 22.9%
192 positionsLocked2024Q2Jun 30
$204M▼ 3.5%
173 positionsLocked2024Q1Mar 31
$211M▲ 37.2%
168 positionsLocked2023Q4Dec 31
$154M▼ 1.0%
145 positionsLocked2023Q3Sep 30
$155M▲ 0.5%
144 positionsLocked2023Q2Jun 30
$155M▲ 22.3%
156 positionsLocked2023Q1Mar 31
$126M▲ 19.0%
132 positionsLocked
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