Prosperity Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 27, 2026), Prosperity Wealth Management, Inc. reported 251 stock positions worth $300.4 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 8.7% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 8.1%) and Vanguard S&P 500 ETF (VOO, 5.0%). Compared with Q3 2025, it opened 70 new positions, sold out of 59, added to 102 and reduced 69. The biggest buy was a new position in ARK Innovation ETF (ARKK) and the biggest sale iShares Russell Mid-Cap Grow (IWP, shares −74%).
- Most Recent 13F
- Q4 2025
- Location
- San Ramon, CA
- CIK
- 0001991463
- Portfolio Value
- $300.4M (Q4 2025)
- SEC Filing
- 0001172661-26-001360 ↗ filed Mar 27, 2026
Holdings Value
Holdings 251 stocks · $300.4M
| SCHX Schwab US Large-Cap ETF | 8.70% | 970,709 | $26.1M | Add +6.5% |
| SCHG Schwab US Large-Cap Growth | 8.14% | 749,659 | $24.5M | Add +3.7% |
| VOO Vanguard S&P 500 ETF | 5.03% | 24,104 | $15.1M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 4.09% | 20,001 | $12.3M | Add +3.0% |
| MSFT Microsoft Corp. | 2.65% | 16,476 | $8.0M | Reduce -4.2% |
| NVDA Nvidia Corp. | 2.51% | 40,472 | $7.5M | Reduce -1.6% |
| IUS Invesco Rafi Strategic US Et | 2.34% | 123,101 | $7.0M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 1.92% | 24,995 | $5.8M | Add +6.6% |
| SPHY SS SPDR P High Yield ETF | 1.76% | 223,856 | $5.3M | Reduce -3.6% |
| AAPL Apple Inc. | 1.64% | 18,133 | $4.9M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 1.63% | 27,530 | $4.9M | Add +4.7% |
| VONG Vanguard Russell 1000 Growth | 1.47% | 36,211 | $4.4M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.25% | 11,965 | $3.7M | Add +9.4% |
| LLY Eli Lilly & Co. | 1.19% | 3,314 | $3.6M | Add +35.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.10% | 7,989 | $3.3M | Add +3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.03% | 113,931 | $3.1M | Add +41.3% |
| META Meta Platforms Inc. Class A | 0.93% | 4,249 | $2.8M | Add +6.6% |
| UPRO Proshares Ultrapro S&P 500 | 0.92% | 23,807 | $2.8M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.87% | 2,965 | $2.6M | Reduce -7.7% |
| DKNG Draftkings Inc. Class A | 0.83% | 71,954 | $2.5M | Add +4.3% |
| ANET Arista Networks Inc. | 0.82% | 18,744 | $2.5M | Reduce -17.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.81% | 35,492 | $2.4M | Add +36.0% |
| LRGG Nomura Focused Large Growth | 0.75% | 76,514 | $2.3M | Reduce -14.7% |
| TRGP Targa Resources Corp. | 0.73% | 11,912 | $2.2M | Add +9.7% |
| UBER Uber Technologies Inc. | 0.71% | 26,020 | $2.1M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.68% | 4,543 | $2.0M | Add +5.9% |
| RSP Invesco S&P 500 Equal Weight | 0.68% | 10,589 | $2.0M | Add +97.9% |
| TQQQ Proshares Ultrapro QQQ | 0.66% | 37,859 | $2.0M | Reduce -5.7% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.62% | 126,381 | $1.9M | Add +0.7% |
| ARKK ARK Innovation ETF | 0.62% | 24,090 | $1.9M | New |
| AVGO Broadcom Inc. | 0.59% | 5,118 | $1.8M | Reduce -2.2% |
| WYNN WYNN Resorts Ltd. | 0.59% | 14,630 | $1.8M | Add +11.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.57% | 1,609 | $1.7M | Add +30.4% |
| IVV iShares Core S&P 500 ETF | 0.57% | 2,495 | $1.7M | Add +4.3% |
| GE General Electric filed as GE AEROSPACE | 0.54% | 5,295 | $1.6M | Add +3.3% |
| MU Micron Technology Inc. | 0.53% | 5,538 | $1.6M | Reduce -42.4% |
| VRT Vertiv Holdings Co. Class A | 0.52% | 9,560 | $1.5M | Add +5.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 4,927 | $1.5M | Add +22.1% |
| XOM Exxon Mobil Corp. | 0.45% | 11,295 | $1.4M | Reduce -3.3% |
| YQQQ Yieldmax N100 Short Opt Inc. | 0.45% | 110,960 | $1.3M | Add +3.1% |
| SMH Vaneck Semiconductor ETF | 0.45% | 3,720 | $1.3M | Add +21.9% |
| SHOP Shopify Inc. Class A | 0.44% | 8,210 | $1.3M | Reduce -42.0% |
| VST Vistra Corp. | 0.43% | 8,096 | $1.3M | Add +21.5% |
| TLTI Neos Enh Ic 20+YR Tre BD ETF | 0.43% | 27,779 | $1.3M | Add +8.6% |
| SGOV iShares 0-3 Month Treasury B | 0.42% | 12,717 | $1.3M | Reduce -24.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 2,689 | $1.3M | Reduce -20.4% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 20,082 | $1.3M | Add +77.4% |
| AGGH Simplify Aggregate Bond ETF | 0.42% | 60,397 | $1.3M | Add +1.9% |
| WMT Walmart Inc. | 0.40% | 10,782 | $1.2M | Add +88.0% |
| IWF iShares Russell 1000 Growth | 0.39% | 2,485 | $1.2M | No change |
| EMEQ Nomura Focused Emerging Mark | 0.37% | 27,492 | $1.1M | Add +10.0% |
| CEG Constellation Energy | 0.36% | 3,046 | $1.1M | Add +0.5% |
| RFIX Simplify Bond Bull ETF | 0.36% | 29,578 | $1.1M | Add +11.8% |
| MDB Mongodb Inc. | 0.36% | 2,555 | $1.1M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 0.35% | 3,271 | $1.1M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 3,436 | $1.0M | New |
| DASH DoorDash Inc. Class A | 0.34% | 4,573 | $1.0M | Reduce -2.4% |
| CLS Celestica Inc. | 0.34% | 3,471 | $1.0M | Add +1.8% |
| PNC PNC Financial Services Group | 0.34% | 4,860 | $1.0M | Add +0.4% |
| XLK SS Technology Select Sector | 0.34% | 7,031 | $1.0M | Add +7.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 2,060 | $1.0M | Add +16.6% |
| MRVL Marvell Technology Inc. | 0.33% | 11,730 | $997K | New |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 17,384 | $995K | Reduce -9.0% |
| DIREXION SHARES ETF TRUST | 0.33% | 146,289 | $992K | New |
| COHR Coherent Corp. | 0.33% | 5,343 | $986K | New |
| IDV iShares International Select | 0.33% | 24,990 | $986K | Reduce -9.9% |
| DECK Deckers Outdoor Corp. | 0.32% | 9,254 | $959K | Add +20.4% |
| FIX Comfort Systems USA Inc. | 0.32% | 1,025 | $957K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.32% | 3,687 | $954K | Add +217.0% |
| PTY PIMCO Corporate & Income Opp | 0.32% | 73,662 | $950K | Reduce -23.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,391 | $949K | Add +8.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.31% | 32,173 | $942K | Reduce -27.3% |
| RKLB Rocket Lab Corp. | 0.31% | 13,472 | $940K | Add +0.1% |
| QLD Proshares Ultra QQQ | 0.31% | 13,261 | $934K | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.31% | 11,515 | $924K | New |
| MESO Mesoblast Ltd.- Spon ADR | 0.31% | 50,900 | $918K | Add +1.9% |
| NFLX Netflix Inc. | 0.30% | 9,735 | $913K | Add +10.4% |
| SHLD Global X Defense Tech ETF | 0.30% | 14,010 | $908K | Add +2.8% |
| IWP iShares Russell Mid-Cap Grow | 0.30% | 6,589 | $902K | Reduce -74.2% |
| KALU Kaiser Aluminum Corp. | 0.29% | 7,700 | $884K | New |
| GEHC GE Healthcare Technology | 0.29% | 10,688 | $877K | New |
| CRM Salesforce Inc. | 0.29% | 3,306 | $876K | New |
| STRL Sterling Infrastructure Inc. | 0.29% | 2,855 | $874K | Add +3.6% |
| ARM Arm Holdings PLC-ADR | 0.28% | 7,831 | $856K | New |
| SSO Proshares Ultra S&P500 | 0.28% | 14,641 | $848K | Reduce -0.2% |
| AXON Axon Enterprise Inc. | 0.27% | 1,447 | $822K | Add +33.7% |
| OEF iShares S&P 100 ETF | 0.27% | 2,388 | $819K | Reduce -7.6% |
| EMR Emerson Electric Co. | 0.27% | 6,164 | $818K | Reduce -1.8% |
| AMZZ Graniteshares 2XL Amzn ETF | 0.27% | 25,445 | $801K | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 2,286 | $766K | Add +0.5% |
| ALAB Astera Labs Inc. | 0.25% | 4,530 | $754K | Add +5.3% |
| MELI MercadoLibre Inc. | 0.25% | 371 | $747K | New |
| IWY iShares Russell Top 200 Grow | 0.24% | 2,635 | $730K | Add +4.3% |
| GOOG Alphabet Inc. Class C | 0.24% | 2,323 | $729K | Add +11.2% |
| SCHW Schwab (charles) Corp. | 0.24% | 7,275 | $727K | Add +9.3% |
| RTX RTX Corp. | 0.24% | 3,895 | $714K | Reduce -0.5% |
| CGGR Cap Group Growth Equity | 0.24% | 16,022 | $712K | Add +79.1% |
| TFC Truist Financial Corp. | 0.23% | 14,032 | $691K | No change |
| ORLY O'reilly Automotive Inc. | 0.22% | 7,402 | $675K | Reduce -0.5% |
| HOOD Robinhood Markets Inc. Class A | 0.22% | 5,895 | $667K | Add +4.5% |
Portfolio Sells Q3 2025 → Q4 2025
| IWP iShares Russell Mid-Cap Grow | Reduce -74.2% | 0.30% | −0.94 |
| ARKW ARK Next Generation Technolo | Sold out | 0.00% | −0.77 |
| PG The Procter & Gamble Co. | Reduce -83.6% | 0.11% | −0.62 |
| DIREXION SHS ETF TR | Sold out | 0.00% | −0.55 |
| APP AppLovin Corp. Class A | Reduce -87.2% | 0.07% | −0.55 |
| DIREXION DAILY SEMI BEAR 3X | Sold out | 0.00% | −0.40 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.40 |
| MSFT Microsoft Corp. | Reduce -4.2% | 2.65% | −0.37 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.37 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.32 |
| LMAT Lemaitre Vascular Inc. | Sold out | 0.00% | −0.32 |
| TIDAL TRUST II | Sold out | 0.00% | −0.30 |
| ANET Arista Networks Inc. | Reduce -17.1% | 0.82% | −0.30 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.30 |
| SHOP Shopify Inc. Class A | Reduce -42.0% | 0.44% | −0.27 |
| LIF LIFE360 Inc. | Sold out | 0.00% | −0.26 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.26 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.26 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.25 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.23 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.23 |
| CONL Granitesh 2X LNG Coin ETF-US | Reduce -11.3% | 0.12% | −0.23 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.20 |
| TIDAL TRUST II | Sold out | 0.00% | −0.19 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.19 |
| SLTY Yieldmax Ultr SH Opt Inc. STR | Sold out | 0.00% | −0.19 |
| KNSA Kiniksa Pharmaceuticals Inte | Sold out | 0.00% | −0.18 |
| OPFI Oppfi Inc. | Sold out | 0.00% | −0.18 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.17 |
| SQQQ Proshares TR | Sold out | 0.00% | −0.17 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.17 |
| WNTR Yieldmax MSTR Short Ois ETF | Sold out | 0.00% | −0.17 |
| UBER Uber Technologies Inc. | Reduce -1.1% | 0.71% | −0.17 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.17 |
| SERV Serve Robotics Inc. | Sold out | 0.00% | −0.17 |
| LRGG Nomura Focused Large Growth | Reduce -14.7% | 0.75% | −0.16 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.16 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.16 |
| PTY PIMCO Corporate & Income Opp | Reduce -23.1% | 0.32% | −0.15 |
| USOY Defiance Oil End Opt Inc. ETF | Sold out | 0.00% | −0.15 |
| LEVI Levi Strauss & Co. Class A | Sold out | 0.00% | −0.15 |
| SGOV iShares 0-3 Month Treasury B | Reduce -24.3% | 0.42% | −0.15 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.15 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -20.4% | 0.42% | −0.14 |
| GOLI Defiance Gold Enhnced Oi ETF | Sold out | 0.00% | −0.14 |
| ARKB ARK 21SHARES Bitcoin ETF | Sold out | 0.00% | −0.13 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.13 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.13 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| ARKK ARK Innovation ETF | New | 0.62% | +0.62 |
| LLY Eli Lilly & Co. | Add +35.0% | 1.19% | +0.55 |
| SCHX Schwab US Large-Cap ETF | Add +6.5% | 8.70% | +0.55 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.35% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +9.4% | 1.25% | +0.34 |
| MRVL Marvell Technology Inc. | New | 0.33% | +0.33 |
| RSP Invesco S&P 500 Equal Weight | Add +97.9% | 0.68% | +0.33 |
| DIREXION SHARES ETF TRUST | New | 0.33% | +0.33 |
| COHR Coherent Corp. | New | 0.33% | +0.33 |
| FIX Comfort Systems USA Inc. | New | 0.32% | +0.32 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +41.3% | 1.03% | +0.31 |
| SCHG Schwab US Large-Cap Growth | Add +3.7% | 8.14% | +0.31 |
| NEE Nextera Energy Inc. | New | 0.31% | +0.31 |
| KALU Kaiser Aluminum Corp. | New | 0.29% | +0.29 |
| GEHC GE Healthcare Technology | New | 0.29% | +0.29 |
| CRM Salesforce Inc. | New | 0.29% | +0.29 |
| ARM Arm Holdings PLC-ADR | New | 0.28% | +0.28 |
| MELI MercadoLibre Inc. | New | 0.25% | +0.25 |
| ISRG Intuitive Surgical Inc. | New | 0.22% | +0.22 |
| LOCO El Pollo Loco Holdings Inc. | New | 0.22% | +0.22 |
| PTIR Graniteshares 2X PLTR ETF | New | 0.21% | +0.21 |
| ONON On Holding AG Class A | New | 0.20% | +0.20 |
| WMT Walmart Inc. | Add +88.0% | 0.40% | +0.20 |
| ILMN Illumina Inc. | New | 0.20% | +0.20 |
| TMDX Transmedics Group Inc. | New | 0.20% | +0.20 |
| AJG Arthur J Gallagher & Co. | Add +217.0% | 0.32% | +0.20 |
| AS Amer Sports Inc. | New | 0.19% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +77.4% | 0.42% | +0.19 |
| FLEX Flex Ltd. | New | 0.19% | +0.19 |
| NET Cloudflare Inc. Class A | New | 0.19% | +0.19 |
| FVRR Fiverr International Ltd. | New | 0.18% | +0.18 |
| DIREXION SHS ETF TR | New | 0.18% | +0.18 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +6.6% | 1.92% | +0.17 |
| SDOW Proshares Ultpro SHRT DOW30 | New | 0.17% | +0.17 |
| SBAR Simplify Barrier Income ETF | New | 0.17% | +0.17 |
| ASML ASML Holding NV-NY Reg SHS | Add +30.4% | 0.57% | +0.17 |
| FIVN FIVE9 Inc. | New | 0.17% | +0.17 |
| CRSH Yieldmax SHRT Tsla Opt Inc. | New | 0.17% | +0.17 |
| WFC Wells Fargo & Co. | New | 0.16% | +0.16 |
| FIGR Figure Technology Solut Class A | New | 0.16% | +0.16 |
| NXPI NXP Semiconductors NV | New | 0.16% | +0.16 |
| P Everpure Inc. Class A | New | 0.16% | +0.16 |
| GLW Corning Inc. | New | 0.16% | +0.16 |
| SH Proshares Short S&P500 | New | 0.15% | +0.15 |
| GLTR Abrdn Precious Metals Basket | New | 0.15% | +0.15 |
| CCJ Cameco Corp. | New | 0.15% | +0.15 |
| SEZL Sezzle Inc. | New | 0.15% | +0.15 |
| AAPB Graniteshares 2X Long Aapl D | New | 0.15% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.0% | 4.09% | +0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 251 | $300.4M | SCHX, SCHG, VOO, QQQ, MSFT |
| Q3 2025 | 240 | $294.6M | SCHX, SCHG, VOO, QQQ, MSFT |
| Q2 2025 | 233 | $269.8M | SCHX, SCHG, VOO, QQQ, MSFT |
| Q1 2025 | 213 | $212.7M | SCHX, SCHG, VOO, QQQ, MSFT |
| Q4 2024 | 204 | $242.7M | VOO, QQQ, SCHX, SCHG, QLD |
| Q3 2024 | 189 | $249.9M | QLD, SSO, VOO, SCHX, QQQ |
| Q2 2024 | 169 | $203.3M | VOO, QQQ, SCHX, SCHG, MSFT |
| Q1 2024 | 151 | $211.1M | VOO, QQQ, SCHX, TQQQ, SCHG |