Investor
Prosperity Wealth Management, Inc.
CIK 0001991463 · filed 2026-03-27 · SEC filing
13F book
$300.4M
Positions
251
Largest name
8.7%
Schwab Strategic Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 970.7K | $26.1M | 8.7% | — | Held |
| Schwab Strategic Tr | — | 749.7K | $24.5M | 8.1% | — | Held |
| Vanguard Index Fds | — | 24.1K | $15.1M | 5.0% | — | Held |
| Invesco Qqq Tr | — | 20K | $12.3M | 4.1% | — | Held |
| Microsoft Corp | MSFT | 16.5K | $7.97M | 2.7% | — | Held |
| Nvidia Corp | NVDA | 40.5K | $7.55M | 2.5% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 123.1K | $7.04M | 2.3% | — | Held |
| Amazon Com Inc | AMZN | 25K | $5.77M | 1.9% | — | Held |
| State Srt Spdr Prtfl Hgh | — | 223.9K | $5.3M | 1.8% | — | Held |
| Apple Inc. | AAPL | 18.1K | $4.93M | 1.6% | — | Held |
| Palantir Technologies Inc. | PLTR | 27.5K | $4.89M | 1.6% | — | Held |
| Vanguard Scottsdale Fds | — | 36.2K | $4.41M | 1.5% | — | Held |
| Alphabet Inc | — | 12K | $3.74M | 1.2% | — | Held |
| Eli Lilly & Co | LLY | 3.31K | $3.56M | 1.2% | — | Held |
| Vanguard World Fd | — | 7.99K | $3.3M | 1.1% | — | Held |
| Schwab Strategic Tr | — | 113.9K | $3.1M | 1.0% | — | Held |
| Meta Platforms, Inc. | META | 4.25K | $2.8M | 0.9% | — | Held |
| Proshares Tr | — | 23.8K | $2.76M | 0.9% | — | Held |
| Goldman Sachs Group Inc | — | 2.96K | $2.61M | 0.9% | — | Held |
| Draftkings Inc New | — | 72K | $2.48M | 0.8% | — | Held |
| Arista Networks, Inc. | ANET | 18.7K | $2.46M | 0.8% | — | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 35.5K | $2.43M | 0.8% | — | Held |
| Nomura Etf Tr | — | 76.5K | $2.26M | 0.8% | — | Held |
| Targa Res Corp | — | 11.9K | $2.2M | 0.7% | — | Held |
| Uber Technologies, Inc | UBER | 26K | $2.13M | 0.7% | — | Held |
| Tesla, Inc. | TSLA | 4.54K | $2.04M | 0.7% | — | Held |
| Invesco Exchange Traded Fd T | — | 10.6K | $2.03M | 0.7% | — | Held |
| Proshares Tr | — | 37.9K | $2M | 0.7% | — | Held |
| Nuveen S&P 500 Buy-Write Inc | — | 126.4K | $1.86M | 0.6% | — | Held |
| Ark Etf Tr | — | 24.1K | $1.85M | 0.6% | — | Held |
| Broadcom Inc. | AVGO | 5.12K | $1.77M | 0.6% | — | Held |
| Wynn Resorts Ltd | WYNN | 14.6K | $1.76M | 0.6% | — | Held |
| Asml Holding N V | — | 1.61K | $1.72M | 0.6% | — | Held |
| Ishares Tr | — | 2.5K | $1.71M | 0.6% | — | Held |
| Ge Aerospace | — | 5.29K | $1.63M | 0.5% | — | Held |
| Micron Technology Inc | MU | 5.54K | $1.58M | 0.5% | — | Held |
| Vertiv Holdings Co | VRT | 9.56K | $1.55M | 0.5% | — | Held |
| International Business Machs | — | 4.93K | $1.46M | 0.5% | — | Held |
| Exxon Mobil Corp | — | 11.3K | $1.36M | 0.5% | — | Held |
| Tidal Trust Ii | — | 111K | $1.35M | 0.4% | — | Held |
| Vaneck Etf Trust | — | 3.72K | $1.34M | 0.4% | — | Held |
| Shopify Inc. | SHOP | 8.21K | $1.32M | 0.4% | — | Held |
| Vistra Corp. | VST | 8.1K | $1.31M | 0.4% | — | Held |
| Neos Etf Trust | — | 27.8K | $1.28M | 0.4% | — | Held |
| Ishares 0-3 Month | — | 12.7K | $1.28M | 0.4% | — | Held |
| Crowdstrike Hldgs Inc | — | 2.69K | $1.26M | 0.4% | — | Held |
| Vanguard Tax-Managed Fds | — | 20.1K | $1.25M | 0.4% | — | Held |
| Simplify Exchange Traded Fun | — | 60.4K | $1.25M | 0.4% | — | Held |
| Walmart Inc. | WMT | 10.8K | $1.2M | 0.4% | — | Held |
| Ishares Tr | — | 2.48K | $1.18M | 0.4% | — | Held |
| Nomura Etf Tr | — | 27.5K | $1.11M | 0.4% | — | Held |
| Constellation Energy Corp | CEG | 3.05K | $1.08M | 0.4% | — | Held |
| Simplify Exchange Traded Fun | — | 29.6K | $1.07M | 0.4% | — | Held |
| MongoDB, Inc. | MDB | 2.56K | $1.07M | 0.4% | — | Held |
| Jpmorgan Chase & Co. | — | 3.27K | $1.05M | 0.4% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 3.44K | $1.04M | 0.3% | — | Held |
| DoorDash, Inc. | DASH | 4.57K | $1.04M | 0.3% | — | Held |
| Celestica Inc | CLS | 3.47K | $1.03M | 0.3% | — | Held |
| Pnc Finl Svcs Group Inc | — | 4.86K | $1.01M | 0.3% | — | Held |
| Select Sector Spdr Tr | — | 7.03K | $1.01M | 0.3% | — | Held |
| Vanguard Growth Etf | — | 2.06K | $1M | 0.3% | — | Held |
| Marvell Technology, Inc. | MRVL | 11.7K | $996.8K | 0.3% | — | Held |
| J P Morgan Exchange Traded F | — | 17.4K | $995.1K | 0.3% | — | Held |
| Direxion Shs Etf Tr | — | 146.3K | $991.8K | 0.3% | — | Held |
| Coherent Corp. | COHR | 5.34K | $986.2K | 0.3% | — | Held |
| Ishares Tr | — | 25K | $985.9K | 0.3% | — | Held |
| Deckers Outdoor Corp | DECK | 9.25K | $959.4K | 0.3% | — | Held |
| Comfort Sys Usa Inc | — | 1.02K | $956.6K | 0.3% | — | Held |
| Gallagher Arthur J & Co | — | 3.69K | $954.2K | 0.3% | — | Held |
| Pimco Corporate & Income Opp | — | 73.7K | $950.2K | 0.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 1.39K | $948.8K | 0.3% | — | Held |
| Spdr Series Trust | — | 32.2K | $942K | 0.3% | — | Held |
| Rocket Lab Corp | RKLB | 13.5K | $939.8K | 0.3% | — | Held |
| Proshares Tr | — | 13.3K | $933.7K | 0.3% | — | Held |
| Nextera Energy Inc | — | 11.5K | $924.4K | 0.3% | — | Held |
| Mesoblast Ltd | — | 50.9K | $918.2K | 0.3% | — | Held |
| Netflix Inc | NFLX | 9.73K | $912.8K | 0.3% | — | Held |
| Global X Fds | — | 14K | $907.7K | 0.3% | — | Held |
| Ishares Tr | — | 6.59K | $902.3K | 0.3% | — | Held |
| Kaiser Aluminum Corp | KALU | 7.7K | $884.4K | 0.3% | — | Held |
| Ge Healthcare Technologies I | — | 10.7K | $876.6K | 0.3% | — | Held |
| Salesforce, Inc. | CRM | 3.31K | $875.8K | 0.3% | — | Held |
| Sterling Infrastructure, Inc. | STRL | 2.85K | $874.3K | 0.3% | — | Held |
| Arm Holdings Plc | — | 7.83K | $856K | 0.3% | — | Held |
| Proshares Tr | — | 14.6K | $848K | 0.3% | — | Held |
| Axon Enterprise, Inc. | AXON | 1.45K | $821.8K | 0.3% | — | Held |
| Ishares Tr | — | 2.39K | $819K | 0.3% | — | Held |
| Emerson Elec Co | — | 6.16K | $818.1K | 0.3% | — | Held |
| Graniteshares Etf Tr | — | 25.4K | $800.7K | 0.3% | — | Held |
| Vanguard Index Fds | — | 2.29K | $766.3K | 0.3% | — | Held |
| Astera Labs, Inc. | ALAB | 4.53K | $753.6K | 0.3% | — | Held |
| Mercadolibre Inc | MELI | 371 | $747.3K | 0.2% | — | Held |
| Ishares Tr | — | 2.63K | $729.8K | 0.2% | — | Held |
| Alphabet Inc | — | 2.32K | $729K | 0.2% | — | Held |
| Schwab Charles Corp | — | 7.28K | $726.8K | 0.2% | — | Held |
| RTX Corp | RTX | 3.9K | $714.3K | 0.2% | — | Held |
| Capital Group Growth Etf | — | 16K | $712.5K | 0.2% | — | Held |
| Truist Finl Corp | — | 14K | $690.5K | 0.2% | — | Held |
| Oreilly Automotive Inc | — | 7.4K | $675.1K | 0.2% | — | Held |
| Robinhood Mkts Inc | — | 5.89K | $666.7K | 0.2% | — | Held |
| Intuitive Surgical Inc | ISRG | 1.17K | $663.8K | 0.2% | — | Held |
| El Pollo Loco Hldgs Inc | — | 62.7K | $655.8K | 0.2% | — | Held |
| Neos Etf Trust | — | 13.2K | $641.3K | 0.2% | — | Held |
| Graniteshares Etf Tr | — | 23.5K | $628.8K | 0.2% | — | Held |
| Ishares Tr | — | 4.88K | $618.8K | 0.2% | — | Held |
| On Hldg Ag | — | 13.1K | $608.9K | 0.2% | — | Held |
| Microvision Inc Del | — | 729.9K | $604.4K | 0.2% | — | Held |
| Illumina, Inc. | ILMN | 4.52K | $592.8K | 0.2% | — | Held |
| TransMedics Group, Inc. | TMDX | 4.87K | $592.4K | 0.2% | — | Held |
| Karooooo Ltd. | KARO | 13K | $591.5K | 0.2% | — | Held |
| Simplify Exchange Traded Fun | — | 23.8K | $564.4K | 0.2% | — | Held |
| Amer Sports, Inc. | AS | 15.1K | $564K | 0.2% | — | Held |
| Flex Ltd. | FLEX | 9.3K | $561.9K | 0.2% | — | Held |
| Cloudflare, Inc. | NET | 2.85K | $560.9K | 0.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 7.84K | $560.3K | 0.2% | — | Held |
| Innodata Inc | INOD | 10.8K | $551.5K | 0.2% | — | Held |
| Fiverr Intl Ltd | — | 27.7K | $547.4K | 0.2% | — | Held |
| Vanguard Intl Equity Index F | — | 3.85K | $543.6K | 0.2% | — | Held |
| Direxion Shs Etf Tr | — | 91.4K | $533.7K | 0.2% | — | Held |
| Grayscale Coindesk Crypto | — | 12.9K | $533.1K | 0.2% | — | Held |
| ServiceNow, Inc. | NOW | 3.46K | $530.8K | 0.2% | — | Held |
| SoFi Technologies, Inc. | SOFI | 19.9K | $521K | 0.2% | — | Held |
| Aim Etf Products Trust | — | 14.4K | $514K | 0.2% | — | Held |
| Dutch Bros Inc. | BROS | 8.35K | $511.2K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 22.2K | $510.7K | 0.2% | — | Held |
| GE Vernova Inc. | GEV | 780 | $509.8K | 0.2% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 30K | $507.6K | 0.2% | — | Held |
| Proshares Tr | — | 15.8K | $505.8K | 0.2% | — | Held |
| Simplify Exchange Traded Fun | — | 19.3K | $505.6K | 0.2% | — | Held |
| Toast, Inc. | TOST | 14.2K | $504.2K | 0.2% | — | Held |
| Five9, Inc. | FIVN | 25K | $501.3K | 0.2% | — | Held |
| Tidal Trust Ii | — | 19.3K | $500.3K | 0.2% | — | Held |
| Eversource Energy | ES | 7.38K | $496.9K | 0.2% | — | Held |
| Wells Fargo Co New | — | 5.28K | $492.5K | 0.2% | — | Held |
| Figure Technology Solutio | — | 11.9K | $486.4K | 0.2% | — | Held |
| NXP Semiconductors N.V. | NXPI | 2.2K | $478.2K | 0.2% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 9.62K | $477.7K | 0.2% | — | Held |
| Spdr Series Trust | — | 16.2K | $476.6K | 0.2% | — | Held |
| Pure Storage Inc | P | 7.03K | $470.7K | 0.2% | — | Held |
| Ishares Tr | — | 1.25K | $467.6K | 0.2% | — | Held |
| Docusign, Inc. | DOCU | 6.83K | $467.5K | 0.2% | — | Held |
| Corning Inc | — | 5.34K | $467.2K | 0.2% | — | Held |
| Fidelity Covington Trust | — | 12.2K | $466.7K | 0.2% | — | Held |
| Capital Group Gbl Growth Eqt | — | 13.5K | $466.5K | 0.2% | — | Held |
| Capital Group Core Equity Et | — | 11.5K | $464.3K | 0.2% | — | Held |
| Proshares Tr | — | 12.8K | $460.9K | 0.2% | — | Held |
| Abrdn Precious Metals Basket | — | 2.23K | $457.5K | 0.2% | — | Held |
| Rbb Fd Inc | — | 9.09K | $453.4K | 0.2% | — | Held |
| J P Morgan Exchange Traded F | — | 9.23K | $449.5K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 9.13K | $448.7K | 0.1% | — | Held |
| Cameco Corp | CCJ | 4.86K | $444.6K | 0.1% | — | Held |
| Sezzle Inc. | SEZL | 6.99K | $443.4K | 0.1% | — | Held |
| Graniteshares Etf Tr | — | 13.7K | $440.1K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 16K | $439K | 0.1% | — | Held |
| Pimco Dynamic Income Fd | — | 24.8K | $438.9K | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 867 | $435.8K | 0.1% | — | Held |
| Guggenheim Strategic Opportu | — | 33.4K | $430.4K | 0.1% | — | Held |
| Curtiss Wright Corp | CW | 763 | $420.6K | 0.1% | — | Held |
| UiPath, Inc. | PATH | 25.6K | $419.6K | 0.1% | — | Held |
| Ishares Tr | — | 6.35K | $418.9K | 0.1% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 11.6K | $415.5K | 0.1% | — | Held |
| Fs Kkr Cap Corp | — | 28K | $415K | 0.1% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 19.3K | $405.2K | 0.1% | — | Held |
| Pimco Etf Tr | — | 3.96K | $397.5K | 0.1% | — | Held |
| Annaly Capital Management In | — | 17.8K | $397.1K | 0.1% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 11.2K | $383.1K | 0.1% | — | Held |
| Applied Digital Corp. | APLD | 15.6K | $382.5K | 0.1% | — | Held |
| Direxion Shs Etf Tr | — | 29.1K | $381.6K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 5.26K | $375.6K | 0.1% | — | Held |
| American Centy Etf Tr | — | 3.28K | $375.6K | 0.1% | — | Held |
| J P Morgan Exchange Traded F | — | 5.83K | $375.5K | 0.1% | — | Held |
| Palo Alto Networks Inc | PANW | 2.03K | $374.5K | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.74K | $372.9K | 0.1% | — | Held |
| Allot Ltd. | ALLT | 36.3K | $356.8K | 0.1% | — | Held |
| Gitlab Inc. | GTLB | 9.5K | $356.5K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.41K | $354.4K | 0.1% | — | Held |
| D-Wave Quantum Inc. | QBTS | 13.5K | $352.6K | 0.1% | — | Held |
| Graniteshares Etf Tr | — | 24K | $351.9K | 0.1% | — | Held |
| Proshares Tr | — | 11K | $351.1K | 0.1% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 20.8K | $346.8K | 0.1% | — | Held |
| Ishares Tr | — | 4.26K | $343.7K | 0.1% | — | Held |
| Vanguard Malvern Fds | — | 6.86K | $339.5K | 0.1% | — | Held |
| Proshares Tr | — | 4.85K | $332.2K | 0.1% | — | Held |
| Procter And Gamble Co | PG | 2.28K | $326.7K | 0.1% | — | Held |
| Snowflake Inc. | SNOW | 1.48K | $323.6K | 0.1% | — | Held |
| Proshares Tr | — | 3.1K | $322.9K | 0.1% | — | Held |
| Vanguard World Fd | — | 2.27K | $321K | 0.1% | — | Held |
| Ionq Inc | — | 6.9K | $309.6K | 0.1% | — | Held |
| Spdr Series Trust | — | 3.83K | $307.6K | 0.1% | — | Held |
| Calamos Etf Tr | — | 10.7K | $307.6K | 0.1% | — | Held |
| Innovator Etfs Trust | — | 8.8K | $306.2K | 0.1% | — | Held |
| Aurora Innovation Inc | — | 78K | $299.4K | 0.1% | — | Held |
| Oscar Health, Inc. | OSCR | 20.7K | $297.3K | 0.1% | — | Held |
| Proshares Tr | — | 23.9K | $291.1K | 0.1% | — | Held |
| Calamos Etf Tr | — | 9.73K | $289.6K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 4.79K | $284K | 0.1% | — | Held |
| Wisdomtree Tr | — | 5.44K | $280.5K | 0.1% | — | Held |
| Ishares Tr | — | 12.3K | $279.7K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 10.6K | $277.8K | 0.1% | — | Held |
| Grayscale Ethereum Trust Etf | — | 11.3K | $275K | 0.1% | — | Held |
| Cbre Gbl Real Estate Inc Fd | — | 62.5K | $273.9K | 0.1% | — | Held |
| Global X Fds | — | 14.1K | $273.5K | 0.1% | — | Held |
| Moodys Corp | — | 535 | $273.3K | 0.1% | — | Held |
| Kraft Heinz Co | KHC | 11.2K | $271.9K | 0.1% | — | Held |
| Capital Group Core Balanced | — | 7.35K | $259.8K | 0.1% | — | Held |
| Global X Fds | — | 5.28K | $252.3K | 0.1% | — | Held |
| Kraneshares Trust | — | 8.35K | $250.4K | 0.1% | — | Held |
| Visa Inc. | V | 713 | $250.1K | 0.1% | — | Held |
| Lam Research Corp | LRCX | 1.46K | $249.9K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 3.3K | $247.5K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 1.19K | $247K | 0.1% | — | Held |
| Amplify Etf Tr | — | 6.27K | $245.7K | 0.1% | — | Held |
| Ishares Tr | — | 2.97K | $245.2K | 0.1% | — | Held |
| Fmc Corp | FMC | 17.7K | $244.9K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 14K | $244.7K | 0.1% | — | Held |
| Vanguard Whitehall Fds | — | 2.64K | $241.1K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 2.39K | $234.7K | 0.1% | — | Held |
| Boeing Co | — | 1.08K | $234.3K | 0.1% | — | Held |
| Global X Fds | — | 4.58K | $232.8K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.22K | $232.1K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 4.24K | $232K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 6.05K | $231.9K | 0.1% | — | Held |
| Merck & Co., Inc. | MRK | 2.17K | $229K | 0.1% | — | Held |
| AbbVie Inc. | ABBV | 983 | $224.6K | 0.1% | — | Held |
| Realty Income Corp | O | 3.98K | $224.1K | 0.1% | — | Held |
| Spdr Series Trust | — | 804 | $223.4K | 0.1% | — | Held |
| Wisdomtree Tr | — | 2.52K | $222.4K | 0.1% | — | Held |
| Vanguard Specialized Funds | — | 1.01K | $221.9K | 0.1% | — | Held |
| Applovin Corp | APP | 325 | $219K | 0.1% | — | Held |
| Marriott Intl Inc New | — | 700 | $217.2K | 0.1% | — | Held |
| Ishares Tr | — | 861 | $215.5K | 0.1% | — | Held |
| Disney Walt Co | — | 1.89K | $214.8K | 0.1% | — | Held |
| Carpenter Technology Corp | CRS | 681 | $214.4K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 7.2K | $213.2K | 0.1% | — | Held |
| Ishares Tr | — | 1.73K | $212.7K | 0.1% | — | Held |
| Spdr Series Trust | — | 2.05K | $211.2K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 1.38K | $210.9K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 1.35K | $209.1K | 0.1% | — | Held |
| Ishares Tr | — | 1.04K | $208.7K | 0.1% | — | Held |
| Spdr Series Trust | — | 2.27K | $207.9K | 0.1% | — | Held |
| Wendys Co | — | 24.9K | $207.2K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 2.93K | $203.3K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 590 | $202.9K | 0.1% | — | Held |
| Whirlpool Corp | — | 2.81K | $202.9K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 1.28K | $200.5K | 0.1% | — | Held |
| Spdr Gold Tr | — | 505 | $200.1K | 0.1% | — | Held |
| Pimco Corporate & Incm Strg | — | 15.4K | $196.1K | 0.1% | — | Held |
| Venture Global, Inc. | VG | 22.3K | $152.1K | 0.1% | — | Held |
| Graniteshares Etf Tr | — | 20.8K | $94K | 0.0% | — | Held |
| Rezolve Ai Plc | — | 24.7K | $63.4K | 0.0% | — | Held |
| Greenlane Hldgs Inc | — | 16.6K | $26.1K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.