Prosperity Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Prosperity Wealth Management, Inc. reported 240 stock positions worth $294.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 8.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 7.8%) and Vanguard S&P 500 ETF (VOO, 5.0%). Compared with Q2 2025, it opened 57 new positions, sold out of 50, added to 113 and reduced 63. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale Proshares Ultrapro QQQ (TQQQ, shares −60%).
- Most Recent 13F
- Q4 2025
- Location
- San Ramon, CA
- CIK
- 0001991463
- Portfolio Value
- $294.6M (Q3 2025)
- SEC Filing
- 0001172661-25-004927 ↗ filed Nov 14, 2025
Holdings Value
Holdings 240 stocks · $294.6M
| SCHX Schwab US Large-Cap ETF | 8.15% | 911,630 | $24.0M | Add +4.5% |
| SCHG Schwab US Large-Cap Growth | 7.83% | 723,101 | $23.1M | Add +4.1% |
| VOO Vanguard S&P 500 ETF | 4.96% | 23,873 | $14.6M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.96% | 19,410 | $11.7M | Reduce -2.3% |
| MSFT Microsoft Corp. | 3.02% | 17,189 | $8.9M | Add +0.8% |
| NVDA Nvidia Corp. | 2.61% | 41,135 | $7.7M | Add +2.9% |
| IUS Invesco Rafi Strategic US Et | 2.41% | 128,786 | $7.1M | Reduce -1.7% |
| SPHY SS SPDR P High Yield ETF | 1.89% | 232,125 | $5.6M | Add +19.4% |
| AMZN Amazon.com Inc. | 1.75% | 23,446 | $5.1M | Add +5.5% |
| PLTR Palantir Technologies Inc. Class A | 1.63% | 26,291 | $4.8M | Add +8.5% |
| AAPL Apple Inc. | 1.58% | 18,264 | $4.7M | Reduce -6.0% |
| VONG Vanguard Russell 1000 Growth | 1.42% | 34,812 | $4.2M | Add +8.4% |
| IWP iShares Russell Mid-Cap Grow | 1.24% | 25,574 | $3.6M | Add +22.3% |
| ANET Arista Networks Inc. | 1.12% | 22,612 | $3.3M | Add +2.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.05% | 7,715 | $3.1M | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.99% | 3,986 | $2.9M | Reduce -12.4% |
| LRGG Nomura Focused Large Growth | 0.91% | 89,694 | $2.7M | Reduce -28.4% |
| GOOGL Alphabet Inc. Class A | 0.90% | 10,936 | $2.7M | Reduce -6.2% |
| UPRO Proshares Ultrapro S&P 500 | 0.90% | 23,781 | $2.7M | Reduce -35.5% |
| DKNG Draftkings Inc. Class A | 0.88% | 68,997 | $2.6M | Add +1.9% |
| UBER Uber Technologies Inc. | 0.87% | 26,310 | $2.6M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.87% | 3,213 | $2.6M | Reduce -0.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.79% | 26,088 | $2.3M | Add +17.6% |
| ARKW ARK Next Generation Technolo | 0.77% | 12,973 | $2.3M | Add +7.8% |
| PG The Procter & Gamble Co. | 0.73% | 13,923 | $2.1M | Reduce -3.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.72% | 80,638 | $2.1M | Add +59.7% |
| SHOP Shopify Inc. Class A | 0.71% | 14,165 | $2.1M | Add +4.2% |
| TQQQ Proshares Ultrapro QQQ | 0.70% | 20,083 | $2.1M | Reduce -59.6% |
| TSLA Tesla Inc. | 0.65% | 4,289 | $1.9M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.64% | 2,455 | $1.9M | Add +9.7% |
| APP AppLovin Corp. Class A | 0.62% | 2,535 | $1.8M | New |
| TRGP Targa Resources Corp. | 0.62% | 10,860 | $1.8M | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.62% | 125,508 | $1.8M | Add +1.4% |
| AVGO Broadcom Inc. | 0.59% | 5,232 | $1.7M | Add +7.0% |
| SGOV iShares 0-3 Month Treasury B | 0.57% | 16,809 | $1.7M | Reduce -2.2% |
| WYNN WYNN Resorts Ltd. | 0.57% | 13,127 | $1.7M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.56% | 3,378 | $1.7M | Add +14.3% |
| DIREXION SHS ETF TR | 0.55% | 249,733 | $1.6M | Add +213.9% |
| MU Micron Technology Inc. | 0.55% | 9,613 | $1.6M | Add +83.7% |
| IVV iShares Core S&P 500 ETF | 0.54% | 2,393 | $1.6M | Add +20.7% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 5,125 | $1.5M | Add +5.5% |
| PTY PIMCO Corporate & Income Opp | 0.47% | 95,780 | $1.4M | Add +31.3% |
| YQQQ Yieldmax N100 Short Opt Inc. | 0.47% | 107,581 | $1.4M | Add +93.6% |
| VRT Vertiv Holdings Co. Class A | 0.46% | 9,024 | $1.4M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.45% | 11,674 | $1.3M | Reduce -0.6% |
| VST Vistra Corp. | 0.44% | 6,664 | $1.3M | Add +4.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.44% | 44,249 | $1.3M | Reduce -13.9% |
| DASH DoorDash Inc. Class A | 0.43% | 4,684 | $1.3M | Add +0.2% |
| AGGH Simplify Aggregate Bond ETF | 0.42% | 59,301 | $1.2M | Add +7.9% |
| TLTI Neos Enh Ic 20+YR Tre BD ETF | 0.41% | 25,571 | $1.2M | Add +68.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.41% | 1,234 | $1.2M | Reduce -19.4% |
| DIREXION DAILY SEMI BEAR 3X | 0.40% | 230,725 | $1.2M | Add +360.7% |
| PGR Progressive Corp. | 0.40% | 4,755 | $1.2M | New |
| IWF iShares Russell 1000 Growth | 0.40% | 2,485 | $1.2M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 4,034 | $1.1M | Add +79.5% |
| RFIX Simplify Bond Bull ETF | 0.38% | 26,452 | $1.1M | Add +63.3% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 19,108 | $1.1M | Reduce -19.1% |
| ORCL Oracle Corp. | 0.37% | 3,862 | $1.1M | Add +7.1% |
| NFLX Netflix Inc. | 0.36% | 882 | $1.1M | Add +6.7% |
| JPM JPMorgan Chase & Co. | 0.35% | 3,261 | $1.0M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 5,350 | $1.0M | Reduce -4.7% |
| IDV iShares International Select | 0.34% | 27,740 | $1.0M | Add +67.1% |
| CONL Granitesh 2X LNG Coin ETF-US | 0.34% | 27,084 | $1.0M | Reduce -2.7% |
| CEG Constellation Energy | 0.34% | 3,032 | $998K | Add +3.4% |
| SMH Vaneck Semiconductor ETF | 0.34% | 3,053 | $997K | Add +18.5% |
| PNC PNC Financial Services Group | 0.33% | 4,840 | $973K | Add +30.1% |
| SHLD Global X Defense Tech ETF | 0.32% | 13,626 | $957K | Add +28.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 18,358 | $947K | Reduce -0.6% |
| MVIS Microvision Inc. | 0.32% | 761,899 | $945K | Add +4.8% |
| STRL Sterling Infrastructure Inc. | 0.32% | 2,755 | $936K | Add +9.3% |
| LMAT Lemaitre Vascular Inc. | 0.32% | 10,650 | $932K | New |
| XLK SS Technology Select Sector | 0.31% | 3,280 | $925K | Reduce -9.5% |
| QLD Proshares Ultra QQQ | 0.31% | 6,644 | $912K | Reduce -74.1% |
| TIDAL TRUST II | 0.30% | 150,277 | $890K | Add +150.6% |
| EMEQ Nomura Focused Emerging Mark | 0.30% | 24,994 | $888K | Add +156.4% |
| PRIM Primoris Services Corp. | 0.30% | 6,350 | $872K | Add +4.5% |
| OEF iShares S&P 100 ETF | 0.29% | 2,585 | $860K | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 1,288 | $858K | Add +28.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 1,766 | $847K | Add +3.0% |
| ALAB Astera Labs Inc. | 0.29% | 4,300 | $842K | Add +4.1% |
| CLS Celestica Inc. | 0.29% | 3,411 | $840K | Add +5.0% |
| EMR Emerson Electric Co. | 0.28% | 6,274 | $823K | Add +97.9% |
| SSO Proshares Ultra S&P500 | 0.28% | 7,336 | $823K | Reduce -74.0% |
| INOD Innodata Inc. | 0.27% | 10,500 | $809K | Add +4.0% |
| HOOD Robinhood Markets Inc. Class A | 0.27% | 5,640 | $808K | Add +13.4% |
| MESO Mesoblast Ltd.- Spon ADR | 0.27% | 49,950 | $805K | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 0.27% | 7,438 | $802K | Reduce -1.0% |
| DECK Deckers Outdoor Corp. | 0.26% | 7,683 | $779K | Add +6.8% |
| AXON Axon Enterprise Inc. | 0.26% | 1,082 | $776K | Add +9.6% |
| LIF LIFE360 Inc. | 0.26% | 7,250 | $771K | Add +6.1% |
| VEEV Veeva Systems Inc. Class A | 0.26% | 2,580 | $769K | Add +9.2% |
| AMZZ Graniteshares 2XL Amzn ETF | 0.26% | 25,645 | $763K | New |
| INTU Intuit Inc. | 0.26% | 1,102 | $753K | Add +11.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 2,275 | $747K | Reduce -8.0% |
| CRWV Coreweave Inc. Class A | 0.25% | 5,400 | $739K | Add +53.2% |
| FSK FS KKR Capital Corp. | 0.24% | 47,711 | $712K | Add +30.1% |
| MDB Mongodb Inc. | 0.24% | 2,250 | $698K | New |
| IWY iShares Russell Top 200 Grow | 0.23% | 2,527 | $692K | Reduce -4.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 1,757 | $688K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.23% | 13,999 | $686K | New |
Portfolio Sells Q2 2025 → Q3 2025
| TQQQ Proshares Ultrapro QQQ | Reduce -59.6% | 0.70% | −0.83 |
| QLD Proshares Ultra QQQ | Reduce -74.1% | 0.31% | −0.81 |
| SSO Proshares Ultra S&P500 | Reduce -74.0% | 0.28% | −0.74 |
| SCHQ Schwab Long-Term US Treasury | Sold out | 0.00% | −0.43 |
| LRGG Nomura Focused Large Growth | Reduce -28.4% | 0.91% | −0.42 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.40 |
| PYLD PIMCO Multisector Bond Actv | Sold out | 0.00% | −0.39 |
| OSCR Oscar Health Inc. Class A | Reduce -55.8% | 0.20% | −0.36 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.36 |
| UPRO Proshares Ultrapro S&P 500 | Reduce -35.5% | 0.90% | −0.35 |
| SEZL Sezzle Inc. | Sold out | 0.00% | −0.33 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.32 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.32 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.31 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.30 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.27 |
| AMD Advanced Micro Devices | Reduce -76.1% | 0.09% | −0.27 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -60.3% | 0.17% | −0.26 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -12.4% | 0.99% | −0.25 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.25 |
| PMBS PIMCO MBS Active ETF | Sold out | 0.00% | −0.22 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.22 |
| CONY Tidal Trust II | Sold out | 0.00% | −0.21 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.21 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.19 |
| COAL Range Global Coal Index ETF | Sold out | 0.00% | −0.17 |
| IHG Intercontinental Hotels-ADR | Sold out | 0.00% | −0.17 |
| JETD Max -3X Inverse Leveraged | Sold out | 0.00% | −0.17 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.16 |
| TIDAL TRUST II | Sold out | 0.00% | −0.16 |
| BNTX Biontech SE-ADR | Sold out | 0.00% | −0.16 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Sold out | 0.00% | −0.15 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.15 |
| PI Impinj Inc. | Sold out | 0.00% | −0.15 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.14 |
| CONL Granitesh 2X LNG Coin ETF-US | Reduce -2.7% | 0.34% | −0.13 |
| JAKK Jakks Pacific Inc. | Sold out | 0.00% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 4.96% | −0.13 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.1% | 0.37% | −0.13 |
| GLDD Great Lakes Dredge & Dock Co. | Sold out | 0.00% | −0.13 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.73% | −0.12 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -40.6% | 0.16% | −0.12 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -13.9% | 0.44% | −0.12 |
| PTLC Pacer Trendpilot US Large Ca | Sold out | 0.00% | −0.11 |
| EIPI FT Energy Income ETF | Sold out | 0.00% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 3.96% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -46.0% | 0.11% | −0.11 |
Portfolio Buys Q2 2025 → Q3 2025
| APP AppLovin Corp. Class A | New | 0.62% | +0.62 |
| PLTR Palantir Technologies Inc. Class A | Add +8.5% | 1.63% | +0.40 |
| PGR Progressive Corp. | New | 0.40% | +0.40 |
| LMAT Lemaitre Vascular Inc. | New | 0.32% | +0.32 |
| SCHG Schwab US Large-Cap Growth | Add +4.1% | 7.83% | +0.31 |
| MU Micron Technology Inc. | Add +83.7% | 0.55% | +0.31 |
| ANET Arista Networks Inc. | Add +2.1% | 1.12% | +0.28 |
| DIREXION SHS ETF TR | Add +213.9% | 0.55% | +0.27 |
| NVDA Nvidia Corp. | Add +2.9% | 2.61% | +0.26 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +59.7% | 0.72% | +0.26 |
| AMZZ Graniteshares 2XL Amzn ETF | New | 0.26% | +0.26 |
| DIREXION DAILY SEMI BEAR 3X | Add +360.7% | 0.40% | +0.26 |
| SCHX Schwab US Large-Cap ETF | Add +4.5% | 8.15% | +0.25 |
| MDB Mongodb Inc. | New | 0.24% | +0.24 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.23% | +0.23 |
| TTD Trade Desk Inc./the Class A | New | 0.23% | +0.23 |
| INNOVATOR IBD 50 ETF | New | 0.22% | +0.22 |
| APLD Applied Digital Corp. | New | 0.21% | +0.21 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.20% | +0.20 |
| TIDAL TRUST II | New | 0.19% | +0.19 |
| ELF Elf Beauty Inc. | New | 0.19% | +0.19 |
| SLTY Yieldmax Ultr SH Opt Inc. STR | New | 0.19% | +0.19 |
| EMEQ Nomura Focused Emerging Mark | Add +156.4% | 0.30% | +0.19 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 0.18% | +0.18 |
| IREN Iren Ltd. | New | 0.17% | +0.17 |
| YQQQ Yieldmax N100 Short Opt Inc. | Add +93.6% | 0.47% | +0.17 |
| SPHY SS SPDR P High Yield ETF | Add +19.4% | 1.89% | +0.17 |
| IWP iShares Russell Mid-Cap Grow | Add +22.3% | 1.24% | +0.16 |
| CMG Chipotle Mexican Grill Inc. | New | 0.16% | +0.16 |
| KARO Karooooo Ltd. | New | 0.15% | +0.15 |
| LEVI Levi Strauss & Co. Class A | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +1.5% | 0.65% | +0.15 |
| MBLY Mobileye Global Inc. Class A | New | 0.15% | +0.15 |
| TOST Toast Inc. Class A | New | 0.15% | +0.15 |
| ALAB Astera Labs Inc. | Add +4.1% | 0.29% | +0.15 |
| TLTI Neos Enh Ic 20+YR Tre BD ETF | Add +68.8% | 0.41% | +0.15 |
| CCL Carnival Corp. | New | 0.14% | +0.14 |
| IBM Intl Business Machines Corp. | Add +79.5% | 0.39% | +0.14 |
| GOLI Defiance Gold Enhnced Oi ETF | New | 0.14% | +0.14 |
| TIDAL TRUST II | Add +150.6% | 0.30% | +0.14 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.13% | +0.13 |
| SHOP Shopify Inc. Class A | Add +4.2% | 0.71% | +0.13 |
| DOCU Docusign Inc. | New | 0.13% | +0.13 |
| IDV iShares International Select | Add +67.1% | 0.34% | +0.13 |
| DOCS Doximity Inc. Class A | New | 0.13% | +0.13 |
| VONG Vanguard Russell 1000 Growth | Add +8.4% | 1.42% | +0.12 |
| EMR Emerson Electric Co. | Add +97.9% | 0.28% | +0.12 |
| AJG Arthur J Gallagher & Co. | New | 0.12% | +0.12 |
| PRIM Primoris Services Corp. | Add +4.5% | 0.30% | +0.12 |
| U Unity Software Inc. | New | 0.12% | +0.12 |
Options Activity Q2 2025 → Q3 2025
| AMD Advanced Micro Devices | call | Sold out | 400 | $57Kbefore exit |
| CLS Celestica Inc. | call | Sold out | 100 | $16Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |