Prosperity Financial Group, Inc. - Portfolio Stock Holdings
Prosperity Financial Group, Inc. disclosed 206 stock positions in a recent SEC 13F filing. $340,544,550 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $502,955,078 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
206Est. Stock Holding Value:
$340,544,550Top Stock Holdings By Sector
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Portfolio Stock Holdings - Prosperity Financial Group, Inc.
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