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Prosperity Wealth Management, Inc. Current Holdings: USA ETF

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Prosperity Wealth Management, Inc. current holdings: USA ETF

Prosperity Wealth Management, Inc. reported $0.17 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 128 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are SCHX, SCHG, VOO.

  • SCHX: Country of operation —; Class US LRG CAP ETF; Shares 970,709; Value $26,121,768.
  • SCHG: Country of operation —; Class US LCAP GR ETF; Shares 749,659; Value $24,453,880.
  • VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 24,104; Value $15,116,413.
  • QQQ: Country of operation —; Class UNIT SER 1; Shares 20,001; Value $12,286,759.

Form 13F-HR as filed (SEC CIK 1991463): quarter ended 2025-12-31, filed 2026-03-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF970,709$26,121,7682025-12-312026-03-27
SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF749,659$24,453,8802025-12-312026-03-27
VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS24,104$15,116,4132025-12-312026-03-27
QQQ
INVESCO QQQ TR		UNIT SER 120,001$12,286,7592025-12-312026-03-27+17.39%
IUS
INVESCO EXCH TRD SLF IDX FD		RAFI STRATGIC US123,101$7,036,5112025-12-312026-03-27
SPHY
SPDR SERIES TRUST		STATE STREET SPD223,856$5,298,6702025-12-312026-03-27
VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW36,211$4,408,7052025-12-312026-03-27
MGK
VANGUARD WORLD FD		MEGA GRWTH IND7,989$3,297,5072025-12-312026-03-27
FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L113,931$3,100,0632025-12-312026-03-27
UPRO
PROSHARES TR		ULTRPRO S&P50023,807$2,755,8982025-12-312026-03-27
GBTC
GRAYSCALE BITCOIN TRUST ETF		United StatesSHS REP COM UT35,492$2,426,2332025-12-312026-03-27
LRGG
NOMURA ETF TR		FOCUSED LARGE GR76,514$2,264,8142025-12-312026-03-27
RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT10,589$2,028,4292025-12-312026-03-27
TQQQ
PROSHARES TR		ULTRAPRO QQQ37,859$1,995,9262025-12-312026-03-27
ARKK
ARK ETF TR		INNOVATION ETF24,090$1,853,0032025-12-312026-03-27
IVV
ISHARES TR		CORE S&P500 ETF2,495$1,708,6292025-12-312026-03-27
YQQQ
TIDAL TRUST II		YIELDMAX SHORT110,960$1,348,1702025-12-312026-03-27
SMH
VANECK ETF TRUST		SEMICONDUCTR ETF3,720$1,339,6442025-12-312026-03-27
TLTI
NEOS ETF TRUST		ENHANCED INCOME27,779$1,279,7892025-12-312026-03-27
SGOV
ISHARES TR		0-3 MNTH TREASRY12,717$1,276,5192025-12-312026-03-27
VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT20,082$1,254,5162025-12-312026-03-27
AGGH
SIMPLIFY EXCHANGE TRADED FUN		AGGREGATE BOND E60,397$1,250,2092025-12-312026-03-27
IWF
ISHARES TR		RUS 1000 GRW ETF2,485$1,176,1512025-12-312026-03-27
EMEQ
NOMURA ETF TR		FOCUSED EMERGING27,492$1,105,1732025-12-312026-03-27
RFIX
SIMPLIFY EXCHANGE TRADED FUN		BOND BULL ETF29,578$1,073,3532025-12-312026-03-27
XLK
SELECT SECTOR SPDR TR		STATE STREET TEC7,031$1,012,2542025-12-312026-03-27
VUG
VANGUARD INDEX FDS		GROWTH ETF2,060$1,004,8452025-12-312026-03-27
JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM17,384$995,0872025-12-312026-03-27
DIREXION SHS ETF TR
CUSIP 25461A601		DAILY GOOGL BR1X146,289$991,8432025-12-312026-03-27
IDV
ISHARES TR		INTL SEL DIV ETF24,990$985,8562025-12-312026-03-27
PTY
PIMCO CORPORATE & INCOME OPP		COM73,662$950,2402025-12-312026-03-27
SPY
SPDR S&P 500 ETF TR		TR UNIT1,391$948,8262025-12-312026-03-27
SPTS
SPDR SERIES TRUST		STATE STREET SPD32,173$942,0392025-12-312026-03-27
QLD
PROSHARES TR		PSHS ULTRA QQQ13,261$933,7262025-12-312026-03-27
SHLD
GLOBAL X FDS		DEFENSE TECH ETF14,010$907,6972025-12-312026-03-27
IWP
ISHARES TR		RUS MD CP GR ETF6,589$902,3162025-12-312026-03-27
SSO
PROSHARES TR		PSHS ULT S&P 50014,641$848,0152025-12-312026-03-27
OEF
ISHARES TR		S&P 100 ETF2,388$819,0122025-12-312026-03-27
AMZZ
GRANITESHARES ETF TR		GRANITESHARES 2X25,445$800,7442025-12-312026-03-27
VTI
VANGUARD INDEX FDS		TOTAL STK MKT2,286$766,3152025-12-312026-03-27
IWY
ISHARES TR		RUS TP200 GR ETF2,635$729,7852025-12-312026-03-27
CGGR
CAPITAL GROUP GROWTH ETF		SHS CREATION UNI16,022$712,4922025-12-312026-03-27
IYRI
NEOS ETF TRUST		REAL ESTATE HIGH13,196$641,3232025-12-312026-03-27
PTIR
GRANITESHARES ETF TR		2X LONG PLTR23,525$628,8232025-12-312026-03-27
IOO
ISHARES TR		GLOBAL 100 ETF4,885$618,8032025-12-312026-03-27
BUCK
SIMPLIFY EXCHANGE TRADED FUN		TREASURY OPT INC23,807$564,3512025-12-312026-03-27
SPLV
INVESCO EXCH TRADED FD TR II		S&P500 LOW VOL7,845$560,2762025-12-312026-03-27
VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF3,854$543,6112025-12-312026-03-27
DIREXION SHS ETF TR
CUSIP 25461A510		DAILY MU BEAR91,388$533,7062025-12-312026-03-27
GDLC
GRAYSCALE COINDESK CRYPTO		United StatesUSD SHS12,900$533,0692025-12-312026-03-27
AUGT
AIM ETF PRODUCTS TRUST		ALLIANZIM US LGR14,422$514,0202025-12-312026-03-27
SCHI
SCHWAB STRATEGIC TR		5 10YR CORP BD22,235$510,7302025-12-312026-03-27
BSCU
INVESCO EXCH TRD SLF IDX FD		INVSCO 30 CORP30,000$507,6002025-12-312026-03-27
SDOW
PROSHARES TR		ULTRAPRO SRT DOW15,831$505,8112025-12-312026-03-27
SBAR
SIMPLIFY EXCHANGE TRADED FUN		BARRIER INCOME19,329$505,6342025-12-312026-03-27
CRSH
TIDAL TRUST II		YIELDMAX SHORT T19,325$500,3372025-12-312026-03-27
IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT9,622$477,7322025-12-312026-03-27
SPBO
SPDR SERIES TRUST		STATE STREET SPD16,244$476,6112025-12-312026-03-27
IWB
ISHARES TR		RUS 1000 ETF1,252$467,6302025-12-312026-03-27
FELC
FIDELITY COVINGTON TRUST		ENHANCED LARGE12,227$466,6882025-12-312026-03-27
CGGO
CAPITAL GROUP GBL GROWTH EQT		SHS CREATION UNI13,463$466,5062025-12-312026-03-27
CGUS
CAPITAL GROUP CORE EQUITY ET		SHS CREATION UNI11,542$464,3162025-12-312026-03-27
SH
PROSHARES TR		SHORT S&P 500 NE12,791$460,8602025-12-312026-03-27
TBIL
RBB FD INC		US TREAS 3 MNTH9,090$453,4092025-12-312026-03-27
JPIB
J P MORGAN EXCHANGE TRADED F		INTL BD OPP ETF9,230$449,5212025-12-312026-03-27
KNG
FIRST TR EXCHANGE-TRADED FD		FT VEST S&P 5009,128$448,6532025-12-312026-03-27
AAPB
GRANITESHARES ETF TR		2X LONG AAPL DAI13,725$440,0892025-12-312026-03-27
SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ16,003$438,9512025-12-312026-03-27
PDI
PIMCO DYNAMIC INCOME FD		SHS24,781$438,8702025-12-312026-03-27
GOF
GUGGENHEIM STRATEGIC OPPORTU		COM SBI33,416$430,4012025-12-312026-03-27
IJH
ISHARES TR		CORE S&P MCP ETF6,348$418,9432025-12-312026-03-27
BUFQ
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED11,593$415,4932025-12-312026-03-27
BSCY
INVESCO EXCH TRD SLF IDX FD		BULLETSHARES 20319,275$405,1612025-12-312026-03-27
MINT
PIMCO ETF TR		ENHAN SHRT MA AC3,962$397,5472025-12-312026-03-27
BUFR
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED11,183$383,1302025-12-312026-03-27
AAPD
DIREXION SHS ETF TR		DLY AAPL BEAR 1X29,110$381,6322025-12-312026-03-27
CIBR
FIRST TR EXCHANGE TRADED FD		NASDAQ CYB ETF5,257$375,6452025-12-312026-03-27
QGRO
AMERICAN CENTY ETF TR		US QUALITY GROW3,280$375,6262025-12-312026-03-27
JMEE
J P MORGAN EXCHANGE TRADED F		SMALL & MID CAP5,832$375,4792025-12-312026-03-27
MGC
VANGUARD WORLD FD		MEGA CAP INDEX1,411$354,4012025-12-312026-03-27
CONL
GRANITESHARES ETF TR		2X LONG COIN DAI24,021$351,9082025-12-312026-03-27
TWM
PROSHARES TR		ULTRASHORT RUSSE10,971$351,0832025-12-312026-03-27
BSCV
INVESCO EXCH TRD SLF IDX FD		BULETSHS 2031 CP20,775$346,8392025-12-312026-03-27
HYG
ISHARES TR		IBOXX HI YD ETF4,263$343,7262025-12-312026-03-27
VTIP
VANGUARD MALVERN FDS		STRM INFPROIDX6,864$339,4702025-12-312026-03-27
SQQQ
PROSHARES TR		ULTRAPRO SHORT4,850$332,2252025-12-312026-03-27
NOBL
PROSHARES TR		S&P 500 DV ARIST3,103$322,9402025-12-312026-03-27
MGV
VANGUARD WORLD FD		MEGA CAP VAL ETF2,274$321,0362025-12-312026-03-27
SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD3,835$307,6492025-12-312026-03-27
CCEF
CALAMOS ETF TR		CEF INCOME & ARB10,674$307,6282025-12-312026-03-27
INNOVATOR ETFS TRUST
CUSIP 45782C102		United StatesIBD 50 ETF8,797$306,2242025-12-312026-03-27
BITO
PROSHARES TR		BITCOIN ETF23,940$291,1102025-12-312026-03-27
CANQ
CALAMOS ETF TR		NASDAQ EQUITY9,727$289,5942025-12-312026-03-27
XLG
INVESCO EXCHANGE TRADED FD T		S&P 500 TOP 504,791$284,0102025-12-312026-03-27
DTH
WISDOMTREE TR		ITL HIGH DIV FD5,436$280,5242025-12-312026-03-27
TLTW
ISHARES TR		20+ YEAR TR BD12,338$279,6942025-12-312026-03-27
SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF10,591$277,8082025-12-312026-03-27
ETHE
GRAYSCALE ETHEREUM TRUST ETF		United StatesSHS11,285$275,0152025-12-312026-03-27
IGR
CBRE GBL REAL ESTATE INC FD		COM62,543$273,9392025-12-312026-03-27
EFAS
GLOBAL X FDS		MSCI SUPDIV EA14,094$273,5032025-12-312026-03-27

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