Prosperity Wealth Management, Inc.
CIK 1991463 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- SCHX8.15%
- SCHG7.83%
- VOO4.96%
- QQQ3.96%
- MSFT3.02%
- NVDA2.61%
- IUS2.41%
- SPHY1.89%
- AMZN1.75%
- PLTR1.63%
Share classes counted separately38.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TQQQWeight decreased · -0.83 pp1.53% → 0.70%Shares -29.66K (-59.62%)
- LRGGWeight decreased · -0.42 pp1.33% → 0.91%Shares -35.66K (-28.45%)
- PLTRWeight increased · +0.41 pp1.22% → 1.63%Shares +2.05K (+8.47%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $24.01M | 8.15% | 911.63K shares | 7.91% → 8.15%+0.24 pp +39.03K (+4.47%) | Added | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $23.07M | 7.83% | 723.10K shares | 7.52% → 7.83%+0.31 pp +28.52K (+4.11%) | Added | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $14.62M | 4.96% | 23.87K shares | 5.09% → 4.96%-0.13 pp -305 (-1.26%) | Reduced | ↗▾ |
| 04 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $11.65M | 3.96% | 19.41K shares | 4.06% → 3.96%-0.10 pp -464 (-2.33%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $8.90M | 3.02% | 17.19K shares | 3.14% → 3.02%-0.12 pp +145 (+0.85%) | Added | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $7.67M | 2.61% | 41.13K shares | 2.34% → 2.61%+0.27 pp +1.16K (+2.89%) | Added | ↗▾ |
| 07 | IUSINVESCO RAFI STRATEGIC US ETRAFI STRATGIC US View history and evidence | $7.11M | 2.41% | 128.79K shares | 2.50% → 2.41%-0.09 pp -2.22K (-1.70%) | Reduced | ↗▾ |
| 08 | SPHYSS SPDR P HIGH YIELD ETFPORTFLI HIGH YLD View history and evidence | $5.56M | 1.89% | 232.13K shares | 1.71% → 1.89%+0.18 pp +37.74K (+19.42%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $5.15M | 1.75% | 23.45K shares | 1.81% → 1.75%-0.06 pp +1.22K (+5.47%) | Added | ↗▾ |
| 10 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $4.80M | 1.63% | 26.29K shares | 1.22% → 1.63%+0.41 pp +2.05K (+8.47%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 52
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHQ SCHWAB LONG-TERM US TREASURY | Non-derivative | -36,432 | -$1.16M | SEC filing ↗ | SEC filing ↗ |
| MRVL MARVELL TECHNOLOGY INC | Non-derivative | -13,769 | -$1.07M | SEC filing ↗ | SEC filing ↗ |
| PYLD PIMCO MULTISECTOR BOND ACTV | Non-derivative | -39,543 | -$1.05M | SEC filing ↗ | SEC filing ↗ |
3 / 52 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1991463 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 294610881
}Research all 240 reported holdings.
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