Prosperity Financial Group, Inc.

13F filer · CIK 0001991334

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$323MU.S. long equity reported on 13F

Positions9512 new · 8 closed

Net flow last quarter+$1.18MBuys minus sells

Top 10 positions weight23.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202695 positions
AAPLApple Inc.	$21.5M	6.65%	0.00%	+0.4%	Q4 2022
NVDANvidia Corp	$12M	3.72%	0.00%	-9.4%	Q4 2022
GOOGLAlphabet Inc.	$8.12M	2.52%	0.00%	+5.5%	Q4 2022
MSFTMicrosoft Corp	$7.37M	2.29%	0.00%	+0.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$5.74M	1.78%	0.00%	+2.2%	Q2 2023
AMZNAmazon Com Inc	$5.19M	1.61%	0.00%	+1.6%	Q4 2022
JPMJPMorgan Chase & Co	$4.51M	1.40%	0.00%	+0.3%	Q4 2022
TSLATesla, Inc.	$4M	1.24%	0.00%	+2.6%	Q4 2022
AVGOBroadcom Inc.	$3.63M	1.12%	0.00%	+5.8%	Q4 2022
COSTCostco Wholesale Corp	$3.25M	1.01%	0.00%	+4.0%	Q4 2022
CATCaterpillar Inc	$3.2M	0.99%	0.00%	-3.1%	Q4 2022
METAMeta Platforms, Inc.	$2.98M	0.92%	Not reported	+12.7%	Q4 2022
KLACKla Corp	$2.94M	0.91%	0.00%	-0.3%	Q4 2022
ABBVAbbVie Inc.	$2.89M	0.89%	0.00%	-0.6%	Q4 2022
PLTRPalantir Technologies Inc.	$2.86M	0.89%	0.00%	+0.1%	Q4 2023
SNDKSandisk Corp	$2.71M	0.84%	0.00%	-58.8%	Q2 2025
LRCXLam Research Corp	$2.63M	0.82%	0.00%	+0.2%	Q4 2023
SCIOScio Diamond Technology Corp	$2.56M	0.79%	0.19%	+84.6%	Q4 2025
SHLDSears Holdings Corp	$2.08M	0.64%	0.03%	+4.2%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.01M	0.62%	Not reported	-0.3%	Q4 2022
PWRQuanta Services, Inc.	$1.97M	0.61%	0.00%	+4.7%	Q1 2025
LLYELI LILLY & Co	$1.92M	0.59%	0.00%	+3.0%	Q4 2022
ETNEaton Corp plc	$1.76M	0.55%	0.00%	+3.9%	Q1 2024
GBTCGrayscale Bitcoin Trust ETF	$1.75M	0.54%	0.02%	-0.8%	Q1 2024
VIKViking Holdings Ltd	$1.66M	0.52%	Not reported	-0.9%	Q4 2025
VVisa Inc.	$1.52M	0.47%	0.00%	-8.8%	Q4 2022
MPWRMonolithic Power Systems, Inc.	$1.48M	0.46%	0.00%	+3.3%	Q4 2024
ROKRockwell Automation, Inc	$1.41M	0.44%	0.00%	+0.2%	Q1 2026
ROSTRoss Stores, Inc.	$1.39M	0.43%	0.00%	+525.8%	Q1 2026
DEDeere & Co	$1.35M	0.42%	0.00%	+58.1%	Q4 2022
RSGRepublic Services, Inc.	$1.34M	0.41%	0.00%	+3.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.33M	0.41%	Not reported	+1.5%	Q2 2023
HDHome Depot, Inc.	$1.3M	0.40%	0.00%	-3.5%	Q4 2022
TJXTJX Companies Inc	$1.27M	0.39%	0.00%	+6.8%	Q1 2026
JNJJohnson & Johnson	$1.24M	0.39%	0.00%	-2.3%	Q4 2022
RCLRoyal Caribbean Cruises Ltd	$1.22M	0.38%	0.00%	+3.4%	Q1 2023
ISRGIntuitive Surgical Inc	$1.17M	0.36%	0.00%	+5.1%	Q2 2023
UNHUnitedhealth Group Inc	$1.12M	0.35%	0.00%	+0.6%	Q4 2022
GOOGAlphabet Inc.	$1.12M	0.35%	Not reported	-2.2%	Q4 2022
UBERUber Technologies, Inc	$1.12M	0.35%	0.00%	-16.2%	Q1 2025
RACEFerrari N.V.	$1.01M	0.31%	0.00%	0.0%	Q4 2022
CRMSalesforce, Inc.	$903K	0.28%	0.00%	+1.1%	Q2 2023
ZSZscaler, Inc.	$885K	0.27%	0.00%	+0.1%	Q2 2025
COHRCoherent Corp.	$867K	0.27%	0.00%	+0.6%	Q4 2024
MAMastercard Inc	$819K	0.25%	0.00%	-7.7%	Q4 2022
WMTWalmart Inc.	$817K	0.25%	0.00%	-5.9%	Q2 2023
STRLSterling Infrastructure, Inc.	$758K	0.23%	0.00%	+12.7%	Q1 2024
CVXChevron Corp	$709K	0.22%	0.00%	+3.0%	Q4 2022
TTWOTake Two Interactive Software Inc	$701K	0.22%	0.00%	-1.0%	Q3 2024
IOTSamsara Inc.	$695K	0.22%	Not reported	+3.3%	Q1 2024

Q1 2026Reported May 13, 202691 positions
AAPLApple Inc.	$18.8M	6.93%	0.00%	+18.0%	Q4 2022
NVDANvidia Corp	$11.6M	4.27%	0.00%	+0.8%	Q4 2022
MSFTMicrosoft Corp	$7.29M	2.69%	0.00%	+2.3%	Q4 2022
GOOGLAlphabet Inc.	$6.19M	2.29%	0.00%	+1.5%	Q4 2022
AMZNAmazon Com Inc	$4.47M	1.65%	0.00%	-0.2%	Q4 2022
JPMJPMorgan Chase & Co	$4.05M	1.49%	0.00%	+29.0%	Q4 2022
PLTRPalantir Technologies Inc.	$3.58M	1.32%	0.00%	0.0%	Q4 2023
TSLATesla, Inc.	$3.44M	1.27%	0.00%	+1.5%	Q4 2022
COSTCostco Wholesale Corp	$3.33M	1.23%	0.00%	-1.2%	Q4 2022
AVGOBroadcom Inc.	$2.81M	1.04%	0.00%	-34.7%	Q4 2022
METAMeta Platforms, Inc.	$2.68M	0.99%	Not reported	+2.7%	Q4 2022
ABBVAbbVie Inc.	$2.51M	0.93%	0.00%	+159.3%	Q4 2022
SHLDSears Holdings Corp	$2.36M	0.87%	0.03%	+41.6%	Q3 2024
CATCaterpillar Inc	$2.2M	0.81%	0.00%	+23.5%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$2.04M	0.75%	0.02%	-0.9%	Q1 2024
AMDAdvanced Micro Devices Inc	$1.97M	0.73%	0.00%	+2.0%	Q2 2023
SNDKSandisk Corp	$1.84M	0.68%	0.00%	-85.2%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.76M	0.65%	Not reported	-3.0%	Q4 2022
VVisa Inc.	$1.47M	0.54%	0.00%	+2.0%	Q4 2022
KLACKla Corp	$1.44M	0.53%	0.00%	-2.0%	Q4 2022
PWRQuanta Services, Inc.	$1.44M	0.53%	0.00%	+2.1%	Q1 2025
LLYELI LILLY & Co	$1.43M	0.53%	0.00%	+4.1%	Q4 2022
ETNEaton Corp plc	$1.42M	0.52%	0.00%	+7.8%	Q1 2024
SCIOScio Diamond Technology Corp	$1.39M	0.51%	0.10%	+41.5%	Q4 2025
UBERUber Technologies, Inc	$1.33M	0.49%	0.00%	-0.9%	Q1 2025
RSGRepublic Services, Inc.	$1.32M	0.49%	0.00%	+58.7%	Q4 2023
LRCXLam Research Corp	$1.29M	0.48%	0.00%	+4.6%	Q4 2023
ISRGIntuitive Surgical Inc	$1.29M	0.48%	0.00%	+93.4%	Q2 2023
HDHome Depot, Inc.	$1.26M	0.46%	0.00%	+1.6%	Q4 2022
TJXTJX Companies Inc	$1.26M	0.46%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.25M	0.46%	Not reported	0.0%	Q2 2023
JNJJohnson & Johnson	$1.23M	0.45%	0.00%	-1.0%	Q4 2022
VIKViking Holdings Ltd	$1.18M	0.44%	Not reported	+2.8%	Q4 2025
AAAUGoldman Sachs Physical Gold ETF	$1.14M	0.42%	0.04%	+45.1%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$1.13M	0.42%	0.00%	-0.4%	Q4 2024
CRMSalesforce, Inc.	$1.06M	0.39%	0.00%	-17.2%	Q2 2023
RCLRoyal Caribbean Cruises Ltd	$1.02M	0.38%	0.00%	+3.5%	Q1 2023
ROKRockwell Automation, Inc	$1.02M	0.38%	0.00%	New	Q1 2026
WMTWalmart Inc.	$953K	0.35%	0.00%	+9.7%	Q2 2023
GOOGAlphabet Inc.	$928K	0.34%	Not reported	+0.9%	Q4 2022
RACEFerrari N.V.	$918K	0.34%	0.00%	+2.7%	Q4 2022
ZSZscaler, Inc.	$879K	0.32%	0.00%	-3.3%	Q2 2025
MAMastercard Inc	$863K	0.32%	0.00%	-3.0%	Q4 2022
CVXChevron Corp	$860K	0.32%	0.00%	+3.2%	Q4 2022
GLDSPDR Gold Trust	$844K	0.31%	0.00%	+1.0%	Q2 2023
DEDeere & Co	$756K	0.28%	0.00%	+4.9%	Q4 2022
UNHUnitedhealth Group Inc	$724K	0.27%	0.00%	+5.1%	Q4 2022
IOTSamsara Inc.	$658K	0.24%	Not reported	+3.4%	Q1 2024
ETHEGrayscale Ethereum Staking ETF	$655K	0.24%	0.04%	Not reported	Q4 2024
TOSTToast, Inc.	$573K	0.21%	0.01%	+3.7%	Q1 2025

Q4 2025Reported Jan 26, 202693 positions
AAPLApple Inc.	$17M	6.13%	0.00%	+11.9%	Q4 2022
NVDANvidia Corp	$12.3M	4.41%	0.00%	-2.3%	Q4 2022
MSFTMicrosoft Corp	$9.31M	3.35%	0.00%	+2.7%	Q4 2022
GOOGLAlphabet Inc.	$6.64M	2.39%	0.00%	+9.5%	Q4 2022
AMZNAmazon Com Inc	$4.96M	1.78%	0.00%	+4.6%	Q4 2022
AVGOBroadcom Inc.	$4.81M	1.73%	0.00%	+9.0%	Q4 2022
SNDKSandisk Corp	$4.64M	1.67%	0.01%	+6.9%	Q2 2025
PLTRPalantir Technologies Inc.	$4.35M	1.57%	0.00%	-6.2%	Q4 2023
TSLATesla, Inc.	$4.1M	1.48%	0.00%	+19.3%	Q4 2022
JPMJPMorgan Chase & Co	$3.43M	1.24%	0.00%	+2.6%	Q4 2022
METAMeta Platforms, Inc.	$3.02M	1.08%	Not reported	+11.1%	Q4 2022
COSTCostco Wholesale Corp	$2.92M	1.05%	0.00%	+0.3%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$2.67M	0.96%	0.02%	-4.8%	Q1 2024
AMDAdvanced Micro Devices Inc	$2.03M	0.73%	0.00%	+8.3%	Q2 2023
SKYYSkye International, Inc	$1.94M	0.70%	Not reported	+7.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.9M	0.68%	Not reported	-5.9%	Q4 2022
CRMSalesforce, Inc.	$1.82M	0.66%	0.00%	+1.5%	Q2 2023
VVisa Inc.	$1.68M	0.60%	0.00%	-29.9%	Q4 2022
LLYELI LILLY & Co	$1.6M	0.58%	0.00%	+13.3%	Q4 2022
SHLDSears Holdings Corp	$1.53M	0.55%	0.02%	+1.4%	Q3 2024
UBERUber Technologies, Inc	$1.52M	0.55%	0.00%	+0.2%	Q1 2025
ZSZscaler, Inc.	$1.46M	0.52%	0.00%	-0.1%	Q2 2025
CATCaterpillar Inc	$1.44M	0.52%	0.00%	+13.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.31M	0.47%	Not reported	+0.6%	Q2 2023
HDHome Depot, Inc.	$1.29M	0.47%	0.00%	-7.9%	Q4 2022
KLACKla Corp	$1.21M	0.44%	0.00%	-8.1%	Q4 2022
ETNEaton Corp plc	$1.17M	0.42%	0.00%	+10.2%	Q1 2024
VIKViking Holdings Ltd	$1.11M	0.40%	Not reported	New	Q4 2025
PWRQuanta Services, Inc.	$1.08M	0.39%	0.00%	+7.7%	Q1 2025
JNJJohnson & Johnson	$1.05M	0.38%	0.00%	-3.8%	Q4 2022
MAMastercard Inc	$1.02M	0.37%	0.00%	-0.4%	Q4 2022
ABBVAbbVie Inc.	$1.02M	0.37%	0.00%	-1.9%	Q4 2022
GOOGAlphabet Inc.	$1.01M	0.36%	Not reported	-27.8%	Q4 2022
RCLRoyal Caribbean Cruises Ltd	$1M	0.36%	0.00%	-51.8%	Q1 2023
LRCXLam Research Corp	$992K	0.36%	0.00%	+16.7%	Q4 2023
SCIOScio Diamond Technology Corp	$987K	0.36%	0.07%	New	Q4 2025
RACEFerrari N.V.	$977K	0.35%	0.00%	+8.4%	Q4 2022
MPWRMonolithic Power Systems, Inc.	$942K	0.34%	0.00%	+9.8%	Q4 2024
ETHEGrayscale Ethereum Staking ETF	$934K	0.34%	0.03%	Not reported	Q4 2024
ALABAstera Labs, Inc.	$868K	0.31%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$841K	0.30%	0.00%	+4.2%	Q4 2022
ISRGIntuitive Surgical Inc	$818K	0.29%	0.00%	+6.1%	Q2 2023
RSGRepublic Services, Inc.	$807K	0.29%	0.00%	-28.6%	Q4 2023
WMTWalmart Inc.	$779K	0.28%	0.00%	+2.7%	Q2 2023
GLDSPDR Gold Trust	$770K	0.28%	0.00%	-10.4%	Q2 2023
TOSTToast, Inc.	$740K	0.27%	0.01%	+8.0%	Q1 2025
AAAUGoldman Sachs Physical Gold ETF	$721K	0.26%	0.03%	New	Q4 2025
TTWOTake Two Interactive Software Inc	$716K	0.26%	0.00%	0.0%	Q3 2024
IOTSamsara Inc.	$712K	0.26%	Not reported	+8.1%	Q1 2024
NOWServiceNow, Inc.	$687K	0.25%	0.00%	+6.8%	Q1 2023

Q3 2025Reported Nov 14, 202595 positions
AAPLApple Inc.	$14.3M	5.21%	0.00%	+1.8%	Q4 2022
NVDANvidia Corp	$12.6M	4.59%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$9.71M	3.55%	0.00%	+2.8%	Q4 2022
QMARQuintana Maritime LTD	$6.7M	2.45%	Not reported	-6.1%	Q2 2024
PLTRPalantir Technologies Inc.	$4.76M	1.74%	0.00%	-18.6%	Q4 2023
GOOGLAlphabet Inc.	$4.71M	1.72%	0.00%	+3.6%	Q4 2022
AMZNAmazon Com Inc	$4.51M	1.65%	0.00%	-2.8%	Q4 2022
AVGOBroadcom Inc.	$4.2M	1.54%	0.00%	+11.9%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$3.68M	1.35%	0.02%	-6.5%	Q1 2024
TSLATesla, Inc.	$3.4M	1.24%	0.00%	+2.9%	Q4 2022
JPMJPMorgan Chase & Co	$3.28M	1.20%	0.00%	+42.6%	Q4 2022
COSTCostco Wholesale Corp	$3.12M	1.14%	0.00%	+2.2%	Q4 2022
METAMeta Platforms, Inc.	$3.02M	1.10%	Not reported	+7.6%	Q4 2022
RCLRoyal Caribbean Cruises Ltd	$2.41M	0.88%	0.00%	+7.3%	Q1 2023
VVisa Inc.	$2.33M	0.85%	0.00%	+5.5%	Q4 2022
SNDKSandisk Corp	$2.05M	0.75%	0.01%	+7.9%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.97M	0.72%	Not reported	+3.7%	Q4 2022
ZSZscaler, Inc.	$1.94M	0.71%	0.00%	Not reported	Q2 2025
SKYYSkye International, Inc	$1.87M	0.68%	Not reported	+7.6%	Q4 2022
UBERUber Technologies, Inc	$1.82M	0.67%	0.00%	+0.5%	Q1 2025
HDHome Depot, Inc.	$1.66M	0.61%	0.00%	-0.2%	Q4 2022
SHLDSears Holdings Corp	$1.63M	0.60%	0.02%	+0.6%	Q3 2024
CRMSalesforce, Inc.	$1.61M	0.59%	0.00%	+452.1%	Q2 2023
AMDAdvanced Micro Devices Inc	$1.42M	0.52%	0.00%	+8.1%	Q2 2023
ETHEGrayscale Ethereum Staking ETF	$1.31M	0.48%	0.03%	-9.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.31M	0.48%	Not reported	+42.2%	Q2 2023
ETNEaton Corp plc	$1.25M	0.46%	0.00%	+20.5%	Q1 2024
RSGRepublic Services, Inc.	$1.22M	0.45%	0.00%	+8.5%	Q4 2023
RACEFerrari N.V.	$1.18M	0.43%	0.00%	+6.6%	Q4 2022
KLACKla Corp	$1.17M	0.43%	0.00%	+0.9%	Q4 2022
GOOGAlphabet Inc.	$1.08M	0.40%	Not reported	Not reported	Q4 2022
MRSHMarsh & Mclennan Companies, Inc.	$1.07M	0.39%	0.00%	-9.7%	Q4 2022
CATCaterpillar Inc	$1.06M	0.39%	0.00%	+8.0%	Q4 2022
ABBVAbbVie Inc.	$1.05M	0.38%	0.00%	+0.4%	Q4 2022
MAMastercard Inc	$1.02M	0.37%	0.00%	+3.2%	Q4 2022
LLYELI LILLY & Co	$1M	0.37%	0.00%	-36.8%	Q4 2022
PWRQuanta Services, Inc.	$986K	0.36%	0.00%	+10.6%	Q1 2025
JNJJohnson & Johnson	$976K	0.36%	0.00%	+0.8%	Q4 2022
MPWRMonolithic Power Systems, Inc.	$871K	0.32%	0.00%	+7.6%	Q4 2024
UNHUnitedhealth Group Inc	$844K	0.31%	0.00%	+7.6%	Q4 2022
NOWServiceNow, Inc.	$773K	0.28%	0.00%	+8.1%	Q1 2023
GLDSPDR Gold Trust	$770K	0.28%	0.00%	+0.6%	Q2 2023
TTWOTake Two Interactive Software Inc	$722K	0.26%	0.00%	Not reported	Q3 2024
TOSTToast, Inc.	$704K	0.26%	0.01%	+4.9%	Q1 2025
WMTWalmart Inc.	$702K	0.26%	0.00%	-4.8%	Q2 2023
IOTSamsara Inc.	$693K	0.25%	Not reported	+7.9%	Q1 2024
SPGIS&P Global Inc.	$686K	0.25%	0.00%	+7.1%	Q4 2022
LRCXLam Research Corp	$665K	0.24%	0.00%	+5.1%	Q4 2023
IBMInternational Business Machines Corp	$650K	0.24%	0.00%	0.0%	Q4 2023
CVXChevron Corp	$616K	0.23%	0.00%	+2.2%	Q4 2022

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