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Showing Q3 2025 data
Prosperity Wealth Management, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Prosperity Wealth Management, Inc.
•CIK: 1991463•Filing: Q3 2025
**Prosperity Wealth Management, Inc.** manages $295M across a diversified portfolio of 240 positions. The fund exhibits a significant allocation to broad market indices and growth sectors, notably holding SCHX at $24.0M and SCHG at $23.1M. Key technology and market exposure is maintained through substantial positions in VOO ($14.6M), NDQ ($11.7M), and MSFT ($8.9M). This structure suggests a core focus on large-cap growth and systematic market capture.
Total AUM
$294.6M
QoQ Performance
+9.8%
Positions
176
Top 10 Concentration
39.4%
Latest Filing
Q3 2025
Top Holdings Allocation
SCHX
SCHG
SCHX8.2%
SCHG7.8%
VOO5.0%
NDQ4.0%
MSFT3.0%
NVDA2.6%
IUS2.4%
SPHY1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.7%
Technology11.2%
ETF6.0%
Consumer3.7%
Financial2.0%
Healthcare0.8%
Industrial0.8%
Energy0.5%
🚪 Exited Positionssold since Q2 2025
+67 more exited positions
Changes from Q2 2025
NEW39 new positions
↑104 increased
↓52 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023