Prosperity Financial Group, Inc. holds a diversified book of 184 reported positions worth $322.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Alger AI Enable & Adopt ETF and trimmed Nvidia Corp. Their largest long position is Apple Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +42% (+21.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.7 points over this window.
Growth of $10,000 cloning Prosperity Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Prosperity Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 24 / 80 | $2.4B |
| Prospect Hill Management, LLC | 8 / 80 | $232.1M |
| Draper Asset Management, LLC | 8 / 80 | $167.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| New World Advisors LLC | 27 / 80 | $466.0M |
| Emerald Advisors, LLC | 25 / 80 | $630.3M |
| Ketron Financial | 17 / 80 | $250.9M |
| Hoey Investments, Inc | 32 / 80 | $602.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Prosperity Financial Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $21.5M | 74.2K | 6.7% | ▲+0.4% Added · +306 sh | |
| 2 | Nvidia Corporation COM | $12.0M | 60.0K | 3.7% | ▼−9.4% Reduced · −6K sh | |
| 3 | First TR Exchange Traded FD RBA INDL ETF | $8.6M | 64.3K | 2.7% | ▲+41% Added · +19K sh | |
| 4 | Alphabet Inc CAP STK CL A | $8.1M | 22.7K | 2.5% | ▲+5.5% Added · +1K sh | |
| 5 | Proshares TR S&P 500 HIGH ETF | $7.5M | 155.7K | 2.3% | ▲+3.4% Added · +5K sh | |
| 6 | Microsoft Corp COM | $7.4M | 19.8K | 2.3% | ▲+0.4% Added · +83 sh | |
| 7 | Putnam ETF Trust FOCUSED LAR CAP | $6.8M | 133.6K | 2.1% | ▼−0.4% Reduced · −526 sh | |
| 8 | Pgim ETF TR JENNISON FOC GWT | $6.0M | 52.0K | 1.9% | ▲+1.4% Added · +723 sh | |
| 9 | Advanced Micro Devices Inc COM | $5.7M | 9.9K | 1.8% | ▲+2.1% Added · +208 sh | |
| 10 | New York Life Investments Et FTSE INTL EQTY C | $5.7M | 150.3K | 1.8% | ▲+7.3% Added · +10K sh | |
| 11 | The Alger ETF Trust AI ENABLERS ADOP | $5.3M | 115.6K | 1.6% | ▲New New position | |
| 12 | MFS Active Exchange Traded F GROWTH ETF | $5.2M | 172.2K | 1.6% | ▲+1.3% Added · +2K sh | |
| 13 | American Centy ETF TR US LARGE CAP VLU | $5.2M | 57.1K | 1.6% | ▲+4.3% Added · +2K sh | |
| 14 | Amazon Com Inc COM | $5.2M | 21.8K | 1.6% | ▲+1.6% Added · +340 sh | |
| 15 | First TR Exchng Traded FD VI VEST NASDAQ 100 | $5.1M | 191.2K | 1.6% | ▲New New position | |
| 16 | First TR Exchange-Traded FD INDXX AEROSPACE | $4.8M | 105.9K | 1.5% | ▲+0.5% Added · +534 sh | |
| 17 | First TR Exchange-Traded FD FT VEST RIS | $4.7M | 161.3K | 1.5% | ▲+3.1% Added · +5K sh | |
| 18 | Pgim ETF TR TOTA RETU BD ETF | $4.5M | 109.4K | 1.4% | ▲+1.9% Added · +2K sh | |
| 19 | JPMorgan Chase & Co COM | $4.5M | 13.8K | 1.4% | ▲+0.3% Added · +36 sh | |
| 20 | Starboard Invt TR ADAPTIVE HDGD MU | $4.5M | 606.3K | 1.4% | ▲New New position | |
| 21 | Putnam ETF Trust FOCSD LARCP GWT | $4.4M | 92.0K | 1.4% | ▲+2.7% Added · +2K sh | |
| 22 | Zacks Trust FOCUS GROWTH ETF | $4.2M | 130.7K | 1.3% | ▲+2.2% Added · +3K sh | |
| 23 | Tesla Inc COM | $4.0M | 9.5K | 1.2% | ▲+2.6% Added · +242 sh | |
| 24 | First TR Exchange-Traded FD VEST INVESTMENT | $3.9M | 204.0K | 1.2% | ▲+13% Added · +23K sh | |
| 25 | Goldman Sachs ETF TR S&P 500 PREMIUM | $3.8M | 68.7K | 1.2% | ▲+25% Added · +14K sh | |
| 26 | American Centy ETF TR AVAN EMER EX ETF | $3.7M | 43.7K | 1.2% | ▲New New position | |
| 27 | First TR Exchange Traded FD NASD TECH DIV | $3.7M | 32.5K | 1.2% | ▲+0.7% Added · +234 sh | |
| 28 | Broadcom Inc COM | $3.6M | 9.6K | 1.1% | ▲+5.8% Added · +529 sh | |
| 29 | Capital Group International SHS | $3.4M | 92.6K | 1.0% | ▲+4.2% Added · +4K sh | |
| 30 | Costco Wholesale Corporation COM | $3.3M | 3.5K | 1.0% | ▲+4.0% Added · +135 sh | |
| 31 | Caterpillar Inc COM | $3.2M | 3.0K | 1.0% | ▼−3.1% Reduced · −95 sh | |
| 32 | American Centy ETF TR FOCUSED DYNAMIC | $3.2M | 23.9K | 1.0% | ▲+81% Added · +11K sh | |
| 33 | DBX ETF TR XTRA US NATL ETF | $3.2M | 81.2K | 1.0% | ▲+1.1% Added · +876 sh | |
| 34 | Global X FDS US INFR DEV ETF | $3.1M | 53.4K | 1.0% | ▼−3.4% Reduced · −2K sh | |
| 35 | Meta Platforms Inc CL A | $3.0M | 5.3K | 0.9% | ▲+13% Added · +594 sh | |
| 36 | Kla Corp COM NEW | $2.9M | 9.7K | 0.9% | ▲+897% Added · +9K sh | |
| 37 | Abbvie Inc COM | $2.9M | 11.5K | 0.9% | ▼−0.6% Reduced · −72 sh | |
| 38 | Palantir Technologies Inc CL A | $2.9M | 24.5K | 0.9% | ▲+0.1% Added · +19 sh | |
| 39 | Sandisk Corp COM | $2.7M | 1.2K | 0.8% | ▼−59% Reduced · −2K sh | |
| 40 | Lam Research Corp COM NEW | $2.6M | 6.1K | 0.8% | ▲+0.1% Added · +9 sh | |
| 41 | First TR Exchange-Traded FD STRUCTURED CR IN | $2.6M | 124.0K | 0.8% | ▲+85% Added · +57K sh | |
| 42 | Zacks Trust SMALL/MID CAP | $2.3M | 51.8K | 0.7% | ▲+1.1% Added · +540 sh | |
| 43 | Columbia ETF TR I RESH ENHNC COR | $2.2M | 51.3K | 0.7% | ▲+1.4% Added · +694 sh | |
| 44 | Global X FDS DATA CTR DIG ETF | $2.1M | 69.5K | 0.7% | ▼−1.0% Reduced · −735 sh | |
| 45 | Global X FDS DEFENSE TECH ETF | $2.1M | 34.8K | 0.6% | ▲+4.2% Added · +1K sh | |
| 46 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.6% | ▼−0.3% Reduced · −9 sh | |
| 47 | Quanta Svcs Inc COM | $2.0M | 2.7K | 0.6% | ▲+4.7% Added · +123 sh | |
| 48 | Eli Lilly & Co COM | $1.9M | 1.6K | 0.6% | ▲+3.0% Added · +46 sh | |
| 49 | SPDR Series Trust ST STR P500ETF | $1.9M | 21.7K | 0.6% | ▲+3.1% Added · +651 sh | |
| 50 | First TR Exchng Traded FD VI FT VEST LAD | $1.8M | 63.2K | 0.5% | ▼−11% Reduced · −8K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1991334/holdings"
Use Arkolith to show Prosperity Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 184 | $322.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 186 | $270.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 184 | $277.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 185 | $273.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 164 | $235.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 166 | $200.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 174 | $200.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 157 | $178.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.