Prosperity Financial Group
Prosperity Financial Group reported 193 stocks worth $341M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AAPL (7.6%), NVDA (4.4%) and MSFT (3.2%). Compared with Q2 2026, the fund opened new positions in PSDM, FBT and BUYB, added to AAPL, NVDA and MSFT, trimmed ISPY, PVAL and PJFG and sold out of ALAI, PTRB and RECS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $25.8M | 7.6% | 77K | +3,290 (+4%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $15M | 4.4% | 65K | +5,440 (+9%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $10.8M | 3.2% | 21K | +1,313 (+7%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $8.5M | 2.5% | 25K | +2,067 (+9%) | 8 of 8 | |
| 5 |  ISPY Proshares TR | $7.1M | 2.1% | 149K | −6,510 (−4%) | 8 of 8 | |
| 6 |  PVAL Putnam ETF Trust | $6.9M | 2.0% | 132K | −1,573 (−1%) | 8 of 8 | |
| 7 |  AIRR First TR Exchange Traded FD | $6.6M | 1.9% | 64K | No change | 8 of 8 | |
| 8 |  CNEQ The Alger ETF Trust | $6.5M | 1.9% | 160K | +146K (+1073%) | 5 of 8 | |
| 9 |  PJFG Pgim ETF TR | $6.1M | 1.8% | 51K | −1,478 (−3%) | 8 of 8 | |
| 10 |  HFXI Nyli Ftse | $5.6M | 1.7% | 152K | +1,379 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ALAI The Alger ETF Trust | $5.3M | 116K |
 PTRB Pgim ETF TR | $4.5M | 109K |
 RECS Columbia ETF TR I | $2.2M | 51K |
 QCOM Qualcomm Inc | $554K | 2,996 |
 EME Emcor Group Inc | $340K | 410 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prosperity Financial Group 13F FAQ
What does Prosperity Financial Group own?
Prosperity Financial Group reported 193 stocks worth $341M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are AAPL (7.6%), NVDA (4.4%) and MSFT (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Prosperity Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 22 new positions, 76 added to, 75 trimmed and 13 sold out. New positions include PSDM, FBT and BUYB. It sold all of ALAI, PTRB and RECS.
When will Prosperity Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Prosperity Financial Group's portfolio worth?
The Q3 2026 filing reports $341M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.