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Prosperity Wealth Management - Q4 2025 13F Filings

PR

Prosperity Wealth Management, Inc.

CIK: 0001991463
Address: California San Ramon 2333 San Ramon Valley Blvd. Suite 200
$300.37 M
Portfolio Value
251
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ARKK Ark Innovation Etf
+$1.85 M
2. SCHX Schwab Us Large-Cap Etf
+$1.59 M
3. TSM Taiwan Semiconductor Manufacturing Company Limited
+$1.04 M
4. RSP Invesco S&P 500 Equal Weight Etf
+$1 M
5. MRVL Marvell Technology
+$996,815

Top Sells

Q4 2025
1. IWP Ishares Russell Mid-Cap Growth Etf
−$2.6 M
2. ARKW Ark Next Generation Internet Etf
−$2.27 M
3. SQQQ Proshares Ultrapro Short Qqq
−$1.96 M
4. PG The Procter & Gamble Company
−$1.67 M
5. HIBS Direxion Daily S&P 500 High Beta Bear 3X Shares
−$1.62 M

Asset Allocation

Stocks/ETFs
+2.27%
$299.84 M 99.82%
Options
$0 0.00%
Debt
$0 0.00%
Other
-62.51%
$533,706 0.18%

Sector Allocation (Stocks)

Prosperity Wealth Management Q4 2025 Filing Summary

Prosperity Wealth Management, Inc. filed its 13F report for Q4 2025 on March 27, 2026. The portfolio totaled 300.37 M reflecting a +1.96% change from the prior quarter, spanning 251 assets. The top 10 holdings comprised 38.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 72 new positions and 58 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Prosperity Wealth Management’s Q4 2025 Filing

Prosperity Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 03/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Prosperity Wealth Management reported a managed portfolio value of 300.37 M, consisting of 251 individual positions.

This page displays the raw filing documents. To see which stocks Prosperity Wealth Management bought or sold during Q4 2025, please visit Prosperity Wealth Management's Portfolio Analysis page.