Prosperity Financial Group, Inc.: 13F holdings
CIK 19913342026Q2
| Positions | 184 |
|---|
| Reported value | $322.6m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 184 (-2 vs prior quarter) |
|---|
| Reported value | $322.6m (+19.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 74,205 | $21.5m | 6.7% |
| NVDA NVIDIA CORPORATION | 60,025 | $12.0m | 3.7% |
| AIRR FIRST TR EXCHANGE TRADED FD | 64,320 | $8.6m | 2.7% |
| GOOGL ALPHABET INC | 22,716 | $8.1m | 2.5% |
| ISPY PROSHARES TR | 155,650 | $7.5m | 2.3% |
| MSFT MICROSOFT CORP | 19,767 | $7.4m | 2.3% |
| PVAL PUTNAM ETF TRUST | 133,615 | $6.8m | 2.1% |
| PGIM ETF TR | 51,980 | $6.0m | 1.9% |
| AMD ADVANCED MICRO DEVICES INC | 9,884 | $5.7m | 1.8% |
| HFXI NEW YORK LIFE INVESTMENTS ET | 150,274 | $5.7m | 1.8% |
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.
Get a free API keySee history bundlesDownload free samples