Prosperity Financial Group, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17B, Nvidia Corp with a value of $12.3B, Microsoft Corp with a value of $9.31B, Putnam ETF Tr Putnam Focused L with a value of $6.97B, and Alphabet Inc. with a value of $6.64B.
Examining the 13F form we can see an increase of $4.43B in the current position value, from $273B to 278B.
Prosperity Financial Group, Inc. is based out at San Ramon, CA
Below you can find more details about Prosperity Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$278 Billion
ETFs: $72.5 Billion
Technology: $61.5 Billion
Consumer Cyclical: $13.1 Billion
Communication Services: $11.9 Billion
Financial Services: $8.81 Billion
Industrials: $7.1 Billion
Healthcare: $5.59 Billion
Consumer Defensive: $4.5 Billion
Other: $2.74 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
