StockDriftsStockDriftsTop 50 Prosperity Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 8.76% | 970.7K | $26.1M | +6.48%(+59.08K) | $18.74(+47.22%) | 2025-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 8.2% | 749.7K | $24.5M | +3.67%(+26.56K) | $20.98(+52.97%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 5.07% | 24.1K | $15.1M | +0.97%(+231) | $469.03(+37.19%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 4.12% | 20.0K | $12.3M | +3.04%(+591) | $448.79(+42.03%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 2.67% | 16.5K | $8.0M | -4.15%(-713) | $265.82(+54.70%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 40.5K | $7.5M | -1.61%(-663) | $78.85(+152.21%) | 2025-12-31 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 2.36% | 123.1K | $7.0M | -4.41%(-5.68K) | $41.85(+45.25%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 1.94% | 25.0K | $5.8M | +6.61%(+1.55K) | $144.16(+72.38%) | 2025-12-31 | |
| SPHY | SPDR SERIES TRUST | 1.78% | 223.9K | $5.3M | -3.56%(-8.27K) | $23.54(+0.11%) | 2025-12-31 | |
| AAPL | APPLE INC | 1.65% | 18.1K | $4.9M | -0.72%(-131) | $140.10(+90.17%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +33.63% | +138.61% | — | — | +138.61% |
| Top 20 Holdings Unweighted | +25.23% | +96.39% | — | — | +96.39% |
Prosperity Wealth Management, Inc. reports $300.37M in US-listed equity holdings across 251 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (8.8%), SCHG (8.2%) and VOO (5.1%). The top 20 holdings account for 50.36% of reported assets. Its disclosed equity book has returned +138.61% on a three-year cumulative basis. Figures reflect the Q4 2025 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 Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1991463). View Prosperity Wealth Management, Inc.’s 13F filings on SEC