1y return+22.2%S&P 500 +20.9%
3y return+65.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $186 against $195 in the S&P 500.2
Prosperity Financial Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $21.5M | 6.7% | |
| NVDANvidia Corporation | $12.0M | 3.7% | −9.4% |
| AIRRFirst Tr Exchange Traded Fd | $8.6M | 2.7% | +40.9% |
| GOOGLAlphabet Inc | $8.1M | 2.5% | +5.5% |
| ISPYProshares Tr | $7.5M | 2.3% | +3.4% |
| MSFTMicrosoft Corp | $7.4M | 2.3% | |
| PVALPutnam Etf Trust | $6.8M | 2.1% | |
| PJFGPgim Etf Tr | $6.0M | 1.9% | +1.4% |
| AMDAdvanced Micro Devices Inc | $5.7M | 1.8% | +2.1% |
| HFXINew York Life Investments Et | $5.7M | 1.8% | +7.3% |
| ALAIThe Alger Etf Trust | $5.3M | 1.6% | New |
| MFSGMfs Active Exchange Traded F | $5.2M | 1.6% | +1.3% |
| AVLVAmerican Centy Etf Tr | $5.2M | 1.6% | +4.3% |
| AMZNAmazon Com Inc | $5.2M | 1.6% | +1.6% |
| QMMYFirst Tr Exchng Traded Fd Vi | $5.1M | 1.6% | New |
| MISLFirst Tr Exchange-traded Fd | $4.8M | 1.5% | |
| RDVIFirst Tr Exchange-traded Fd | $4.7M | 1.5% | +3.1% |
| PTRBPgim Etf Tr | $4.5M | 1.4% | +1.9% |
| JPMJpmorgan Chase & Co | $4.5M | 1.4% | |
| AMAXStarboard Invt Tr | $4.5M | 1.4% | New |
| PGROPutnam Etf Trust | $4.4M | 1.4% | +2.7% |
| GROZZacks Trust | $4.2M | 1.3% | +2.2% |
| TSLATesla Inc | $4.0M | 1.2% | +2.6% |
| LQTIFirst Tr Exchange-traded Fd | $3.9M | 1.2% | +12.5% |
| GPIXGoldman Sachs Etf Tr | $3.8M | 1.2% | +25.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $12.0M |
| PLTRPalantir Technologies Inc | December 31, 2023 | +579.5% | $2.9M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $3.6M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $2.6M |
| AMDAdvanced Micro Devices Inc | June 30, 2023 | +410.0% | $5.7M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $3.0M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $3.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $8.1M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $4.0M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $5.2M |
Sold off last quarter
- UTESEtfis Ser Tr I was $3.6M
- AGOXStarboard Invt Tr was $3.1M
- FTCSFirst Tr Exchange-traded Fd was $1.5M
- AAAUGoldman Sachs Physical Gold was $1.1M
- COWGPacer Fds Tr was $1.1M
- JEPIJ P Morgan Exchange Traded F was $748K
- IEIIshares Tr was $492K
- Exxon Mobil CorpCUSIP 30231G102 was $345K
- BILSpdr Series Trust was $311K
- SHVIshares Tr was $308K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +13.4% | +10.5% |
| March 31, 2025 | −6.3% | −4.6% |
| December 31, 2024 | +3.6% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prosperity Financial Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1991334&type=13F-HR&dateb=&owner=include&count=40CIK 1991334
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1991334/000117266126002838/Filed July 28, 2026 · accession 0001172661-26-002838