Prosperity Financial Group, Inc.
•CIK: 1991334•Filing: Q4 2025
**Prosperity Financial Group, Inc.** manages $277M across a diversified portfolio of 180 positions. The firm exhibits significant conviction in mega-cap technology, with top holdings including AAPL at $17.0M and NVDA at $12.3M. Further allocations are weighted toward established tech leaders like MSFT ($9.3M) and GOOGL ($6.6M). This concentrated exposure suggests a growth-oriented mandate targeting market leaders within the technology and industrials sectors.
Total AUM
$277.3M
+ $38.3K in options
QoQ Performance
+3.1%
Positions
124
+ 1 option
Top 10 Concentration
29.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.1%
NVDA4.4%
MSFT3.4%
PVAL2.5%
GOOGL2.4%
ISPY2.4%
QCOC2.3%
PJFG2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.1%
Technology21.8%
Consumer6.1%
Financial2.9%
Healthcare1.7%
ETF1.0%
Industrial0.7%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW23 new positions
↑90 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023