Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $295 Billion
  • Q3 2025

Prosperity Wealth Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $295 Billion distributed in 240 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $24B, Schwab Strategic Tr Us Large C with a value of $23.1B, Vanguard Index Fds S&P 500 ETF with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $11.7B, and Microsoft Corp with a value of $8.9B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $270B to 295B.

Prosperity Wealth Management, Inc. is based out at San Ramon, CA

Below you can find more details about Prosperity Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $295 Billion
ETFs: $143 Billion
Technology: $52.5 Billion
Financial Services: $16.5 Billion
Consumer Cyclical: $15 Billion
Communication Services: $9.13 Billion
Industrials: $7.82 Billion
Healthcare: $6.79 Billion
Consumer Defensive: $3.6 Billion
Other: $6.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$8.9 Billion 3.02% of portfolio
17,189
Q3 2025 Added 0.85%
$465B
$7.67 Billion 2.61% of portfolio
41,135
Q3 2025 Added 2.89%
$2.39T
$5.15 Billion 1.75% of portfolio
23,446
Q3 2025 Added 5.47%
$342B
$4.8 Billion 1.63% of portfolio
26,291
Q3 2025 Added 8.47%
$4.3T
$4.65 Billion 1.58% of portfolio
18,264
Q3 2025 Reduced 5.97%
$1.37T
$2.93 Billion 0.99% of portfolio
3,986
Q3 2025 Reduced 12.38%
$1.65T
$2.66 Billion 0.9% of portfolio
10,936
Q3 2025 Reduced 6.15%
$265B
$2.56 Billion 0.87% of portfolio
3,213
Q3 2025 Reduced 0.22%
$346B
$2.14 Billion 0.73% of portfolio
13,923
Q3 2025 Reduced 3.31%
$1.29T
$1.91 Billion 0.65% of portfolio
4,289
Q3 2025 Added 1.51%
$971B
$1.87 Billion 0.64% of portfolio
2,455
Q3 2025 Added 9.65%
$268B
$1.61 Billion 0.55% of portfolio
9,613
Q3 2025 Added 83.73%
$328B
$1.54 Billion 0.52% of portfolio
5,125
Q3 2025 Added 5.54%
$490B
$1.32 Billion 0.45% of portfolio
11,674
Q3 2025 Reduced 0.57%
$405B
$1.19 Billion 0.41% of portfolio
1,234
Q3 2025 Reduced 19.45%
$266B
$1.14 Billion 0.39% of portfolio
4,034
Q3 2025 Added 79.45%
$881B
$1.03 Billion 0.35% of portfolio
3,261
Q3 2025 Added 0.68%
$413B
$947 Million 0.32% of portfolio
18,358
Q3 2025 Reduced 0.57%
$258B
$655 Million 0.22% of portfolio
3,914
Q3 2025 Added 0.46%
$279B
$591 Million 0.2% of portfolio
5,734
Q3 2025 Reduced 0.05%
$300B
$507 Million 0.17% of portfolio
1,468
Q3 2025 Reduced 60.34%
$1.74T
$509 Million 0.17% of portfolio
2,089
Q3 2025 Added 20.33%
$662B
$408 Million 0.14% of portfolio
811
Q3 2025 Added 1.25%
$388B
$260 Million 0.09% of portfolio
1,607
Q3 2025 Reduced 76.11%
$533B
$242 Million 0.08% of portfolio
708
Q3 2025 Reduced 1.12%
$414B
$226 Million 0.08% of portfolio
977
Q3 2025 New
$367B
$241 Million 0.08% of portfolio
595
Q3 2025 Added 0.85%
$522B
$212 Million 0.07% of portfolio
1,144
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $295 Billion
  • Prior Value $270 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 57 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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