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Prosperity Wealth Management, Inc. Current Holdings: USA ETF, 2025 Q4, Page 2

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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.

  • CGBL: Country of operation —; Class SHS; Shares 7,353; Value $259,781.
  • PAVE: Country of operation —; Class US INFR DEV ETF; Shares 5,279; Value $252,285.
  • KLIP: Country of operation —; Class KWEB COVERD CALL; Shares 8,348; Value $250,444.
  • SPHQ: Country of operation —; Class S&P500 QUALITY; Shares 3,298; Value $247,502.

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
CGBL
CAPITAL GROUP CORE BALANCED		SHS7,353$259,7812025-12-312026-03-27
PAVE
GLOBAL X FDS		US INFR DEV ETF5,279$252,2852025-12-312026-03-27
KLIP
KRANESHARES TRUST		KWEB COVERD CALL8,348$250,4442025-12-312026-03-27
SPHQ
INVESCO EXCHANGE TRADED FD T		S&P500 QUALITY3,298$247,5022025-12-312026-03-27
BITY
AMPLIFY ETF TR		BITCOIN 2 PERCNT6,271$245,7252025-12-312026-03-27
REZ
ISHARES TR		RESIDENTIAL MULT2,967$245,1672025-12-312026-03-27
FDD
FIRST TR EXCHANGE-TRADED FD		COMMON SHS13,985$244,7432025-12-312026-03-27
VIGI
VANGUARD WHITEHALL FDS		INTL DVD ETF2,636$241,0622025-12-312026-03-27
AIRR
FIRST TR EXCHANGE TRADED FD		RBA INDL ETF2,387$234,6902025-12-312026-03-27
AIQ
GLOBAL X FDS		ARTIFICIAL ETF4,577$232,7632025-12-312026-03-27
VTV
VANGUARD INDEX FDS		VALUE ETF1,215$232,0532025-12-312026-03-27
XLF
SELECT SECTOR SPDR TR		STATE STREET FIN4,236$232,0312025-12-312026-03-27
SDVY
FIRST TR EXCHANGE-TRADED FD		SMID RISNG ETF6,052$231,9132025-12-312026-03-27
XNTK
SPDR SERIES TRUST		STATE STREET SPD804$223,4142025-12-312026-03-27
DLN
WISDOMTREE TR		US LARGECAP DIVD2,525$222,3892025-12-312026-03-27
VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,009$221,8642025-12-312026-03-27
MTUM
ISHARES TR		MSCI USA MMENTM861$215,4752025-12-312026-03-27
SCHV
SCHWAB STRATEGIC TR		US LCAP VA ETF7,201$213,2222025-12-312026-03-27
IVW
ISHARES TR		S&P 500 GRWT ETF1,726$212,7472025-12-312026-03-27
XHB
SPDR SERIES TRUST		STATE STREET SPD2,051$211,1712025-12-312026-03-27
GRID
FIRST TR EXCHANGE TRADED FD		NASDQ CLN EDGE1,378$210,8622025-12-312026-03-27
XLV
SELECT SECTOR SPDR TR		STATE STREET HEA1,351$209,1412025-12-312026-03-27
IYW
ISHARES TR		U.S. TECH ETF1,045$208,6662025-12-312026-03-27
BIL
SPDR SERIES TRUST		STATE STREET SPD2,275$207,8902025-12-312026-03-27
RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV2,927$203,3392025-12-312026-03-27
PPA
INVESCO EXCHANGE TRADED FD T		AEROSPACE DEFN1,280$200,5262025-12-312026-03-27
PCN
PIMCO CORPORATE & INCM STRG		COM15,367$196,0882025-12-312026-03-27
GRANITESHARES ETF TR
CUSIP 38747R660		2X LONG SMCI DAI20,800$94,0162025-12-312026-03-27

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