Prosperity Financial Group, Inc. holds a diversified book of 184 stocks worth $322.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +37% (+20.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 6.3 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Prosperity Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 75 / 80 | $63.8B |
| ENVESTNET ASSET MANAGEMENT INC | 73 / 80 | $42.7B |
| OSAIC HOLDINGS, INC. | 73 / 80 | $13.9B |
| Cetera Investment Advisers | 72 / 80 | $15.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 72 / 80 | $14.5B |
| MORGAN STANLEY | 69 / 80 | $480.7B |
| HARBOUR INVESTMENTS, INC. | 69 / 80 | $928.7M |
| Steward Partners Investment Advisory, LLC | 68 / 80 | $5.3B |
Ranked by how many of Prosperity Financial Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 184 | $322.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 186 | $270.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 184 | $277.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 185 | $273.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 164 | $235.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 166 | $200.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 174 | $200.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 157 | $178.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.