Prosperity Wealth Management, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Prosperity Wealth Management, Inc. opened 190 positions, added to 304, reduced 243 and sold out of 122.
- Q4 2025: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 911,630.
- Q4 2025: Stock SCHG; Country of operation —; Class US LCAP GR ETF; Shares before 723,101.
- Q4 2025: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 5,350.
- Q4 2025: Stock FNDX; Country of operation —; Class FUNDAMENTAL US L; Shares before 80,638.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1991463), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 911,630 | 970,709 | +59,079 | $24,012,360 | $26,121,768 | +$2,109,408 | 2026-03-27 |
|---|
| Q4 2025 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 723,101 | 749,659 | +26,558 | $23,074,161 | $24,453,880 | +$1,379,719 | 2026-03-27 |
|---|
| Q4 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 5,350 | 10,589 | +5,239 | $1,014,895 | $2,028,429 | +$1,013,534 | 2026-03-27 |
|---|
| Q4 2025 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 80,638 | 113,931 | +33,293 | $2,120,779 | $3,100,063 | +$979,284 | 2026-03-27 |
|---|
| Q4 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 19,410 | 20,001 | +591 | $11,653,219 | $12,286,759 | +$633,540 | 2026-03-27 |
|---|
| Q4 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 11,320 | 20,082 | +8,762 | $678,345 | $1,254,516 | +$576,171 | 2026-03-27 |
|---|
| Q4 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 23,873 | 24,104 | +231 | $14,619,691 | $15,116,413 | +$496,722 | 2026-03-27 |
|---|
| Q4 2025 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 3,053 | 3,720 | +667 | $996,571 | $1,339,644 | +$343,073 | 2026-03-27 |
|---|
| Q4 2025 | CGGR
CAPITAL GROUP GROWTH ETF | | SHS CREATION UNI | 8,947 | 16,022 | +7,075 | $392,952 | $712,492 | +$319,540 | 2026-03-27 |
|---|
| Q4 2025 | VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 2,114 | 3,854 | +1,740 | $291,309 | $543,611 | +$252,302 | 2026-03-27 |
|---|
| Q4 2025 | BSCU
INVESCO EXCH TRD SLF IDX FD | | INVSCO 30 CORP | 15,800 | 30,000 | +14,200 | $267,020 | $507,600 | +$240,580 | 2026-03-27 |
|---|
| Q4 2025 | CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREATION UNI | 6,746 | 13,463 | +6,717 | $230,511 | $466,506 | +$235,995 | 2026-03-27 |
|---|
| Q4 2025 | EMEQ
NOMURA ETF TR | | FOCUSED EMERGING | 24,994 | 27,492 | +2,498 | $887,962 | $1,105,173 | +$217,211 | 2026-03-27 |
|---|
| Q4 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 34,812 | 36,211 | +1,399 | $4,194,866 | $4,408,705 | +$213,839 | 2026-03-27 |
|---|
| Q4 2025 | CGUS
CAPITAL GROUP CORE EQUITY ET | | SHS CREATION UNI | 6,609 | 11,542 | +4,933 | $261,320 | $464,316 | +$202,996 | 2026-03-27 |
|---|
| Q4 2025 | MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 7,715 | 7,989 | +274 | $3,105,008 | $3,297,507 | +$192,499 | 2026-03-27 |
|---|
| Q4 2025 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 2,250 | 3,962 | +1,712 | $226,619 | $397,547 | +$170,928 | 2026-03-27 |
|---|
| Q4 2025 | CIBR
FIRST TR EXCHANGE TRADED FD | | NASDAQ CYB ETF | 2,728 | 5,257 | +2,529 | $207,380 | $375,645 | +$168,265 | 2026-03-27 |
|---|
| Q4 2025 | BSCV
INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2031 CP | 10,775 | 20,775 | +10,000 | $179,727 | $346,839 | +$167,112 | 2026-03-27 |
|---|
| Q4 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 1,766 | 2,060 | +294 | $847,250 | $1,004,845 | +$157,595 | 2026-03-27 |
|---|
| Q4 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 5,151 | 9,622 | +4,471 | $334,815 | $477,732 | +$142,917 | 2026-03-27 |
|---|
| Q4 2025 | BSCY
INVESCO EXCH TRD SLF IDX FD | | BULLETSHARES 203 | 13,375 | 19,275 | +5,900 | $281,143 | $405,161 | +$124,018 | 2026-03-27 |
|---|
| Q4 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 2,393 | 2,495 | +102 | $1,601,910 | $1,708,629 | +$106,719 | 2026-03-27 |
|---|
| Q4 2025 | UPRO
PROSHARES TR | | ULTRPRO S&P500 | 23,781 | 23,807 | +26 | $2,651,344 | $2,755,898 | +$104,554 | 2026-03-27 |
|---|
| Q4 2025 | GOF
GUGGENHEIM STRATEGIC OPPORTU | | COM SBI | 21,784 | 33,416 | +11,632 | $326,338 | $430,401 | +$104,063 | 2026-03-27 |
|---|
| Q4 2025 | QGRO
AMERICAN CENTY ETF TR | | US QUALITY GROW | 2,381 | 3,280 | +899 | $272,386 | $375,626 | +$103,240 | 2026-03-27 |
|---|
| Q4 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,288 | 1,391 | +103 | $858,250 | $948,826 | +$90,576 | 2026-03-27 |
|---|
| Q4 2025 | GBTC
GRAYSCALE BITCOIN TRUST ETF | United States | SHS REP COM UT | 26,088 | 35,492 | +9,404 | $2,341,920 | $2,426,233 | +$84,313 | 2026-03-27 |
|---|
| Q4 2025 | TQQQ
PROSHARES TR | | ULTRAPRO QQQ | 20,083 | 37,859 | +17,776 | $2,076,582 | $1,995,926 | -$80,656 | 2026-03-27 |
|---|
| Q4 2025 | TLTI
NEOS ETF TRUST | | ENHANCED INCOME | 25,571 | 27,779 | +2,208 | $1,203,051 | $1,279,789 | +$76,738 | 2026-03-27 |
|---|
| Q4 2025 | PDI
PIMCO DYNAMIC INCOME FD | | SHS | 18,814 | 24,781 | +5,967 | $372,535 | $438,870 | +$66,335 | 2026-03-27 |
|---|
| Q4 2025 | RFIX
SIMPLIFY EXCHANGE TRADED FUN | | BOND BULL ETF | 26,452 | 29,578 | +3,126 | $1,129,774 | $1,073,353 | -$56,421 | 2026-03-27 |
|---|
| Q4 2025 | MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 1,244 | 1,411 | +167 | $303,648 | $354,401 | +$50,753 | 2026-03-27 |
|---|
| Q4 2025 | SHLD
GLOBAL X FDS | | DEFENSE TECH ETF | 13,626 | 14,010 | +384 | $957,090 | $907,697 | -$49,393 | 2026-03-27 |
|---|
| Q4 2025 | IYRI
NEOS ETF TRUST | | REAL ESTATE HIGH | 11,800 | 13,196 | +1,396 | $596,415 | $641,323 | +$44,908 | 2026-03-27 |
|---|
| Q4 2025 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 14,556 | 16,003 | +1,447 | $397,385 | $438,951 | +$41,566 | 2026-03-27 |
|---|
| Q4 2025 | IWY
ISHARES TR | | RUS TP200 GR ETF | 2,527 | 2,635 | +108 | $691,699 | $729,785 | +$38,086 | 2026-03-27 |
|---|
| Q4 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 2,331 | 2,636 | +305 | $208,788 | $241,062 | +$32,274 | 2026-03-27 |
|---|
| Q4 2025 | JMEE
J P MORGAN EXCHANGE TRADED F | | SMALL & MID CAP | 5,502 | 5,832 | +330 | $349,000 | $375,479 | +$26,479 | 2026-03-27 |
|---|
| Q4 2025 | SSO
PROSHARES TR | | PSHS ULT S&P 500 | 7,336 | 14,641 | +7,305 | $822,652 | $848,015 | +$25,363 | 2026-03-27 |
|---|
| Q4 2025 | YQQQ
TIDAL TRUST II | | YIELDMAX SHORT | 107,581 | 110,960 | +3,379 | $1,373,283 | $1,348,170 | -$25,113 | 2026-03-27 |
|---|
| Q4 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,111 | 1,215 | +104 | $207,190 | $232,053 | +$24,863 | 2026-03-27 |
|---|
| Q4 2025 | MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 2,155 | 2,274 | +119 | $296,836 | $321,036 | +$24,200 | 2026-03-27 |
|---|
| Q4 2025 | QLD
PROSHARES TR | | PSHS ULTRA QQQ | 6,644 | 13,261 | +6,617 | $911,582 | $933,726 | +$22,144 | 2026-03-27 |
|---|
| Q4 2025 | AGGH
SIMPLIFY EXCHANGE TRADED FUN | | AGGREGATE BOND E | 59,301 | 60,397 | +1,096 | $1,228,134 | $1,250,209 | +$22,075 | 2026-03-27 |
|---|
| Q4 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,275 | 2,286 | +11 | $746,832 | $766,315 | +$19,483 | 2026-03-27 |
|---|
| Q4 2025 | JPIB
J P MORGAN EXCHANGE TRADED F | | INTL BD OPP ETF | 8,793 | 9,230 | +437 | $431,160 | $449,521 | +$18,361 | 2026-03-27 |
|---|
| Q4 2025 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 10,141 | 10,591 | +450 | $260,731 | $277,808 | +$17,077 | 2026-03-27 |
|---|
| Q4 2025 | ETHE
GRAYSCALE ETHEREUM TRUST ETF | United States | SHS | 8,122 | 11,285 | +3,163 | $278,341 | $275,015 | -$3,326 | 2026-03-27 |
|---|
| Q4 2025 | CCEF
CALAMOS ETF TR | | CEF INCOME & ARB | 10,662 | 10,674 | +12 | $310,158 | $307,628 | -$2,530 | 2026-03-27 |
|---|
| Q4 2025 | REZ
ISHARES TR | | RESIDENTIAL MULT | 2,856 | 2,967 | +111 | $242,716 | $245,167 | +$2,451 | 2026-03-27 |
|---|
| Q4 2025 | PAVE
GLOBAL X FDS | | US INFR DEV ETF | 5,256 | 5,279 | +23 | $250,345 | $252,285 | +$1,940 | 2026-03-27 |
|---|