StockDriftsStockDriftsTop 50 Prosperity Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.65% | 74.2K | $21.5M | +0.41%(+306) | $171.58(+77.98%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.72% | 60.0K | $12.0M | -9.43%(-6.25K) | $61.06(+270.24%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2.66% | 64.3K | $8.6M | +40.90%(+18.67K) | $85.08(+46.62%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.52% | 22.7K | $8.1M | +5.50%(+1.18K) | $124.72(+176.38%) | 2026-06-30 | |
| ISPY | PROSHARES TR | 2.32% | 155.7K | $7.5M | +3.38%(+5.09K) | $44.67(+10.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.29% | 19.8K | $7.4M | +0.42%(+83) | $287.73(+68.93%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 2.11% | 133.6K | $6.8M | -0.39%(-526) | $29.63(+83.25%) | 2026-06-30 | |
| PJFG | PGIM ETF TR | 1.87% | 52.0K | $6.0M | +1.41%(+723) | $91.71(+31.31%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.78% | 9.9K | $5.7M | +2.15%(+208) | $147.84(+246.51%) | 2026-06-30 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 1.77% | 150.3K | $5.7M | +7.29%(+10.21K) | $30.25(+27.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.11% | +73.27% | — | — | +85.40% |
| Top 20 Holdings Unweighted | +21.63% | +79.94% | — | — | +97.23% |
Prosperity Financial Group, Inc. reports $322.65M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), NVDA (3.7%) and AIRR (2.7%). The top 20 holdings account for 42.9% of reported assets. Its disclosed equity book has returned +73.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prosperity Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1991334). View Prosperity Financial Group, Inc.’s 13F filings on SEC