Latest Prosperity Wealth Management, Inc. Stock Portfolio

Prosperity Wealth Management, Inc. Performance:

2025 Q4: -0.42%YTD: 12.77%2024: 3.11%

Performance for 2025 Q4 is -0.42%, and YTD is 12.77%, and 2024 is 3.11%.

About Prosperity Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-03-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prosperity Wealth Management, Inc. reported an equity portfolio of $300.4 Millions as of 31 Dec, 2025.

The top stock holdings of Prosperity Wealth Management, Inc. are FNDA, FNDA, VB. The fund has invested 8.7% of it's portfolio in SCHWAB STRATEGIC TR and 8.1% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ARK ETF TR (ARKF), DIREXION SHS ETF TR (COM) and DIREXION SHS ETF TR (BRZU) stocks. They significantly reduced their stock positions in APPLOVIN CORP (APP), PROCTER AND GAMBLE CO (PG) and ISHARES TR (IJR). Prosperity Wealth Management, Inc. opened new stock positions in ARK ETF TR (ARKF), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and MARVELL TECHNOLOGY INC (MRVL). The fund showed a lot of confidence in some stocks as they added substantially to GALLAGHER ARTHUR J & CO (AJG), PROSHARES TR (BIB) and CAPITAL GROUP GBL GROWTH EQT (CGGO).

Prosperity Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Prosperity Wealth Management, Inc. made a return of -0.42% in the last quarter. In trailing 12 months, it's portfolio return was 12.77%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ark etf tr	1,853,000
taiwan semiconductor mfg ltd	1,044,170
marvell technology inc	996,815
direxion shs etf tr	991,843
coherent corp	986,158
comfort sys usa inc	956,622
nextera energy inc	924,424
kaiser aluminum corp	884,422

New stocks bought by Prosperity Wealth Management, Inc.

Additions

Ticker	% Inc.
gallagher arthur j & co	217
proshares tr	99.59
proshares tr	99.58
capital group gbl growth eqt	99.57
invesco exchange traded fd t	97.93
invesco exch trd slf idx fd	92.81
first tr exchange traded fd	92.71
invesco exch trd slf idx fd	89.87

Additions to existing portfolio by Prosperity Wealth Management, Inc.

Reductions

Ticker	% Reduced
applovin corp	-87.18
procter and gamble co	-83.62
ishares tr	-74.24
innovator etfs trust	-48.4
d-wave quantum inc	-43.89
micron technology inc	-42.39
applied digital corp	-42.22
shopify inc	-42.04

Prosperity Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
direxion shs etf tr	-1,620,770
direxion shs etf tr	-1,192,850
tidal trust ii	-889,640
biovie inc	-272,650
tidal trust ii	-571,747
tidal trust ii	-446,084
grab holdings limited	-332,304
arko corp	-226,215

Prosperity Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Prosperity Wealth Management, Inc. has about 63.2% of it's holdings in Others sector.

Sector	%
Others	63.2
Technology	16.5
Consumer Cyclical	5.5
Financial Services	3.1
Communication Services	3.1
Industrials	2.7
Healthcare	2.2
Utilities	1.3
Energy	1.2

Market Cap. Distribution

Prosperity Wealth Management, Inc. has about 34.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.2
MEGA-CAP	20.3
LARGE-CAP	13.8
MID-CAP	1.7

Stocks belong to which Index?

About 27.8% of the stocks held by Prosperity Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.3
S&P 500	25.5
RUSSELL 2000	2.3

Top 5 Winners (%)		%
MU	micron technology inc	55.6 %
	rocket lab corp	45.6 %
LLY	eli lilly & co	33.8 %
MDB	mongodb inc	32.4 %
AMD	advanced micro devices inc	30.7 %

Top 5 Winners ($)		$
LLY	eli lilly & co	0.9 M
MU	micron technology inc	0.9 M
GOOG	alphabet inc	0.8 M
FNDA	schwab strategic tr	0.5 M
FNDA	schwab strategic tr	0.5 M

Top 5 Losers (%)		%
COMB	graniteshares etf tr	-57.4 %
	venture global inc	-46.3 %
EET	proshares tr	-42.4 %
BIB	proshares tr	-41.6 %
BIB	proshares tr	-41.3 %

Top 5 Losers ($)		$
EET	proshares tr	-1.5 M
BIB	proshares tr	-0.7 M
	grayscale bitcoin trust etf	-0.7 M
BIB	proshares tr	-0.6 M
COMB	graniteshares etf tr	-0.6 M

Prosperity Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Prosperity Wealth Management, Inc.

Prosperity Wealth Management, Inc. has 251 stocks in it's portfolio. About 38.8% of the portfolio is in top 10 stocks. EET proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Prosperity Wealth Management, Inc. last quarter.

Last Reported on: 27 Mar, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.64	18,133	4,929,750	reduced	-0.72

AAXJ	ishares tr	0.33	24,990	985,856	reduced	-9.91

AAXJ	ishares tr	0.11	4,263	343,726	unchanged	0.00

AAXJ	ishares tr	0.08	2,967	245,167	added	3.89

ABBV	abbvie inc	0.07	983	224,606	added	0.61

ADAP	adaptimmune therapeutics plc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	0.12	3,280	375,626	added	37.76

AFK	vaneck etf trust	0.45	3,720	1,339,640	added	21.85

AFLG	first tr exchng traded fd vi	0.13	11,183	383,130	reduced	-16.84

AGGH	simplify exchange traded fun	0.42	60,397	1,250,210	added	1.85

AGGH	simplify exchange traded fun	0.36	29,578	1,073,350	added	11.82

AGGH	simplify exchange traded fun	0.19	23,807	564,351	reduced	-14.7

AGGH	simplify exchange traded fun	0.17	19,329	505,634	new

AGNG	global x fds	0.09	14,094	273,503	reduced	-0.87

AGNG	global x fds	0.08	5,279	252,285	added	0.44

AGNG	global x fds	0.08	4,577	232,763	reduced	-6.76

AGZD	wisdomtree tr	0.09	5,436	280,524	reduced	-5.35

AGZD	wisdomtree tr	0.07	2,525	222,389	reduced	-0.71

AIRR	first tr exchange traded fd	0.08	2,387	234,690	new

AIRR	first tr exchange traded fd	0.07	2,927	203,339	new