What Prosperity Financial Group, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1991334 · Filed Jul 28, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 60K |
| −9.4% |
| $12M |
| 3.7% |
FIRST TR EXCHANGE TRADED FDRBA INDL ETF | 64.3K | +40.9% | $8.6M | 2.7% |
GOOGLAlphabet Inc. | 22.7K | +5.5% | $8.1M | 2.5% |
PROSHARES TRS&P 500 HIGH ETF | 155.7K | New | $7.5M | 2.3% |
MSFTMicrosoft Corp | 19.8K | +0.4% | $7.4M | 2.3% |
PUTNAM ETF TRUSTFOCUSED LAR CAP | 133.6K | −0.4% | $6.8M | 2.1% |
PGIM ETF TRJENNISON FOC GWT | 52K | +1.4% | $6M | 1.9% |
AMDAdvanced Micro Devices Inc | 9.9K | +2.1% | $5.7M | 1.8% |
NEW YORK LIFE INVESTMENTS ETFTSE INTL EQTY C | 150.3K | New | $5.7M | 1.8% |
THE ALGER ETF TRUSTAI ENABLERS ADOP | 115.6K | New | $5.3M | 1.6% |
MFS ACTIVE EXCHANGE TRADED FGROWTH ETF | 172.2K | +1.3% | $5.2M | 1.6% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU | 57.1K | +4.3% | $5.2M | 1.6% |
AMZNAmazon Com Inc | 21.8K | +1.6% | $5.2M | 1.6% |
FIRST TR EXCHNG TRADED FD VIVEST NASDAQ 100 | 191.2K | New | $5.1M | 1.6% |
FIRST TR EXCHANGE-TRADED FDINDXX AEROSPACE | 105.9K | +0.5% | $4.8M | 1.5% |
FIRST TR EXCHANGE-TRADED FDFT VEST RIS | 161.3K | +3.1% | $4.7M | 1.5% |
PGIM ETF TRTOTA RETU BD ETF | 109.4K | New | $4.5M | 1.4% |
JPMJPMorgan Chase & Co | 13.8K | +0.3% | $4.5M | 1.4% |
STARBOARD INVT TRADAPTIVE HDGD MU | 606.3K | New | $4.5M | 1.4% |
PUTNAM ETF TRUSTFOCSD LARCP GWT | 92K | +2.7% | $4.4M | 1.4% |
ZACKS TRUSTFOCUS GROWTH ETF | 130.7K | +2.2% | $4.2M | 1.3% |
TSLATesla, Inc. | 9.5K | +2.6% | $4M | 1.2% |
FIRST TR EXCHANGE-TRADED FDVEST INVESTMENT | 204K | +12.5% | $3.9M | 1.2% |
GOLDMAN SACHS ETF TRS&P 500 PREMIUM | 68.7K | +25.2% | $3.8M | 1.2% |
AMERICAN CENTY ETF TRAVAN EMER EX ETF | 43.7K | New | $3.7M | 1.2% |
FIRST TR EXCHANGE TRADED FDNASD TECH DIV | 32.5K | +0.7% | $3.7M | 1.2% |
AVGOBroadcom Inc. | 9.6K | +5.8% | $3.6M | 1.1% |
CAPITAL GROUP INTERNATIONALSHS | 92.6K | +4.2% | $3.4M | 1% |
COSTCostco Wholesale Corp | 3.5K | +4.0% | $3.3M | 1% |
CATCaterpillar Inc | 3K | −3.1% | $3.2M | 1% |
AMERICAN CENTY ETF TRFOCUSED DYNAMIC | 23.9K | +81.0% | $3.2M | 1% |
DBX ETF TRXTRA US NATL ETF | 81.2K | New | $3.2M | 1% |
GLOBAL X FDSUS INFR DEV ETF | 53.4K | −3.4% | $3.1M | 1% |
METAMeta Platforms, Inc. | 5.3K | +12.7% | $3M | 0.9% |
KLACKLA Corp | 9.7K | +896.7% | $2.9M | 0.9% |
ABBVAbbVie Inc. | 11.5K | −0.6% | $2.9M | 0.9% |
PLTRPalantir Technologies Inc. | 24.5K | +0.1% | $2.9M | 0.9% |
SNDKSandisk Corp | 1.2K | −58.8% | $2.7M | 0.8% |
LRCXLAM Research Corp | 6.1K | +0.1% | $2.6M | 0.8% |
FIRST TR EXCHANGE-TRADED FDSTRUCTURED CR IN | 124K | +84.6% | $2.6M | 0.8% |
ZACKS TRUSTSMALL/MID CAP | 51.8K | +1.1% | $2.3M | 0.7% |
COLUMBIA ETF TR IRESH ENHNC COR | 51.3K | +1.4% | $2.2M | 0.7% |
GLOBAL X FDSDATA CTR DIG ETF | 69.5K | New | $2.1M | 0.7% |
GLOBAL X FDSDEFENSE TECH ETF | 34.8K | +4.2% | $2.1M | 0.6% |
SPYSPDR S&P 500 ETF Trust | 2.7K | −0.3% | $2M | 0.6% |
PWRQuanta Services, Inc. | 2.7K | +4.7% | $2M | 0.6% |
LLYELI LILLY & Co | 1.6K | +3.0% | $1.9M | 0.6% |
SPDR SERIES TRUSTST STR P500ETF | 21.7K | New | $1.9M | 0.6% |
FIRST TR EXCHNG TRADED FD VIFT VEST LAD | 63.2K | −11.3% | $1.8M | 0.5% |
FIRST TR EXCHANGE-TRADED FDVEST LADDERED | 84.7K | +464.6% | $1.8M | 0.5% |
ETNEaton Corp plc | 4.1K | +3.9% | $1.8M | 0.5% |
GBTCGrayscale Bitcoin Trust ETF | 38.4K | −0.8% | $1.7M | 0.5% |
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE | 9.1K | +3.5% | $1.7M | 0.5% |
VIKViking Holdings Ltd | 15.9K | −0.9% | $1.7M | 0.5% |
MFS ACTIVE EXCHANGE TRADED FVALUE ETF | 57.2K | −0.7% | $1.6M | 0.5% |
JANUS DETROIT STR TRHENDRSON AAA CL | 32.3K | +401.8% | $1.6M | 0.5% |
AMERICAN CENTY ETF TRLARG CA GROW ETF | 23.5K | New | $1.6M | 0.5% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 17.5K | −1.1% | $1.6M | 0.5% |
VVisa Inc. | 4.4K | −8.7% | $1.5M | 0.5% |
AMERICAN CENTY ETF TRUS SML CP VALU | 12K | +5.1% | $1.5M | 0.5% |
GOLDMAN SACHS ETF TRACTIVEBETA US LG | 10.4K | +2.9% | $1.5M | 0.5% |
MPWRMonolithic Power Systems, Inc. | 1.1K | +3.3% | $1.5M | 0.5% |
CAPITAL GRP FIXED INCM ETF TCORE BOND ETF | 53.9K | +3.1% | $1.4M | 0.4% |
ROKRockwell Automation, Inc | 2.8K | +0.2% | $1.4M | 0.4% |
ROSTRoss Stores, Inc. | 6.5K | +525.8% | $1.4M | 0.4% |
DEDeere & Co | 2.1K | +58.1% | $1.3M | 0.4% |
RSGRepublic Services, Inc. | 6.3K | +3.8% | $1.3M | 0.4% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 2.7K | +1.5% | $1.3M | 0.4% |
2023 ETF SERIES TRUSTTRAN LARG VA ETF | 47.9K | New | $1.3M | 0.4% |
HDHome Depot, Inc. | 3.7K | −3.5% | $1.3M | 0.4% |
TJXTJX Companies Inc | 8.4K | +6.8% | $1.3M | 0.4% |
JNJJohnson & Johnson | 4.9K | −2.3% | $1.2M | 0.4% |
VANGUARD INDEX FDSTOTAL STK MKT | 3.3K | +5.2% | $1.2M | 0.4% |
FIRST TR EXCHNG TRADED FD VIACTV FCTR MDCP | 29.9K | +1.6% | $1.2M | 0.4% |
RCLRoyal Caribbean Cruises Ltd | 3.8K | +3.4% | $1.2M | 0.4% |
ISRGIntuitive Surgical Inc | 2.9K | +5.1% | $1.2M | 0.4% |
NEW YORK LIFE INVTS ACTIVE EMACK CORE BD ETF | 55.6K | New | $1.2M | 0.4% |
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | 14.2K | +31.7% | $1.2M | 0.4% |
FEDERATED HERMES ETF TRUSTMDT LARGE CAP | 32.1K | +1.5% | $1.2M | 0.4% |
UNHUnitedHealth Group Inc | 2.7K | +0.6% | $1.1M | 0.3% |
GOOGAlphabet Inc. | 3.2K | −2.2% | $1.1M | 0.3% |
UBERUber Technologies, Inc | 15.5K | −16.2% | $1.1M | 0.3% |
GOLDMAN SACHS ETF TRNASDA 100 ETF | 18.5K | New | $1.1M | 0.3% |
NEW YORK LIFE INVTS ACTIVE EMACKAY SECURITI | 43.2K | New | $1.1M | 0.3% |
ISHARES TRCORE S&P500 ETF | 1.4K | +12.7% | $1M | 0.3% |
FEDERATED HERMES ETF TRUSTTOTA RETU BD ETF | 41.5K | New | $1M | 0.3% |
J P MORGAN EXCHANGE TRADED FEQUITY FOCUS ETF | 12.7K | +0.8% | $1M | 0.3% |
RACEFerrari N.V. | 2.7K | −0.0% | $1M | 0.3% |
WISDOMTREE TREQUITY PREMIUM | 30.5K | +1.4% | $999.2K | 0.3% |
VANGUARD INDEX FDSGROWTH ETF | 11.2K | +524.5% | $961.2K | 0.3% |
CRMSalesforce, Inc. | 5.8K | +1.1% | $902.8K | 0.3% |
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF | 20.5K | +6.4% | $886.5K | 0.3% |
ZSZscaler, Inc. | 6.3K | +0.0% | $885.2K | 0.3% |
COHRCoherent Corp. | 2.2K | +0.6% | $867K | 0.3% |
GOLDMAN SACHS ETF TRACCES TREASURY | 8.5K | +145.1% | $853.3K | 0.3% |
MAMastercard Inc | 1.6K | −7.7% | $819.3K | 0.3% |
WMTWalmart Inc. | 7.2K | −5.9% | $817.2K | 0.3% |
PROSHARES TRLARGE CAP CRE | 9.5K | −4.0% | $807.9K | 0.3% |
INVESCO EXCHANGE TRADED FD TAEROSPACE DEFN | 4.5K | −0.0% | $800.4K | 0.2% |
INVESCO EXCHANGE TRADED FD TDORS WRI MOM ETF | 5.2K | New | $783.7K | 0.2% |
DBX ETF TRXTRACK MSCI EAFE | 14K | +0.9% | $767K | 0.2% |
STRLSterling Infrastructure, Inc. | 903 | +12.7% | $757.9K | 0.2% |
SPDR SERIES TRUSTST STR PR SP1500 | 7.9K | New | $717.3K | 0.2% |
CVXChevron Corp | 4.3K | +3.0% | $709.3K | 0.2% |
TTWOTake Two Interactive Software Inc | 2.8K | −1.0% | $700.7K | 0.2% |
IOTSamsara Inc. | 21.4K | +3.2% | $695.4K | 0.2% |
CSCOCisco Systems, Inc. | 5.9K | −9.4% | $690.5K | 0.2% |
PROSHARES TRRUS 2000 HIG ETF | 14.3K | New | $670K | 0.2% |
GLDSPDR Gold Trust | 1.8K | −10.2% | $649.1K | 0.2% |
INVESCO EXCH TRADED FD TR IIS&P ULTRA DIVIDE | 11K | −4.7% | $637.9K | 0.2% |
TOSTToast, Inc. | 22.2K | +2.8% | $618.1K | 0.2% |
TXTTextron Inc | 6.7K | +3.9% | $616.2K | 0.2% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 9.6K | +2.9% | $590.2K | 0.2% |
INTCIntel Corp | 4.1K | New | $579.1K | 0.2% |
MUMicron Technology Inc | 488 | New | $563.3K | 0.2% |
THE ALGER ETF TRUSTCONCENTRATED EQT | 13.6K | +34.6% | $562.2K | 0.2% |
QCOMQualcomm Inc | 3K | New | $553.6K | 0.2% |
FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY | 12.5K | +0.8% | $544.2K | 0.2% |
GSGoldman Sachs Group Inc | 533 | +0.8% | $539.1K | 0.2% |
PGPROCTER & GAMBLE Co | 3.6K | −7.5% | $521.4K | 0.2% |
IBMInternational Business Machines Corp | 1.8K | −14.1% | $516K | 0.2% |
LEGG MASON ETF INVTFRANKLIN INTL LW | 12.6K | +1.3% | $513.3K | 0.2% |
FIRST TR EXCHNG TRADED FD VIFT VEST NAS | 14.8K | ±0% | $501.3K | 0.2% |
SHOPShopify Inc. | 4.3K | +77.2% | $496.2K | 0.2% |
FEDERATED HERMES ETF TRUSTENHANCED INCOME | 9.2K | +17.9% | $492.6K | 0.2% |
ETHEGrayscale Ethereum Staking ETF | 38.3K | ±0% | $489.3K | 0.2% |
FIXComfort Systems USA Inc | 246 | +20.0% | $487.6K | 0.2% |
NOWServiceNow, Inc. | 4.8K | +5.1% | $480K | 0.1% |
TDGTransDigm Group INC | 353 | +5.7% | $470.2K | 0.1% |
EQIXEquinix Inc | 447 | +4.7% | $466K | 0.1% |
SOSouthern Co | 4.8K | −3.4% | $457.2K | 0.1% |
VANGUARD WORLD FDMEGA CAP INDEX | 1.7K | −0.4% | $455K | 0.1% |
WELLWelltower Inc. | 1.9K | +0.9% | $425.1K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 4.5K | +1.3% | $408.3K | 0.1% |
MLMMartin Marietta Materials Inc | 697 | +1.9% | $402K | 0.1% |
PHParker-Hannifin Corp | 385 | +1.0% | $376.6K | 0.1% |
AMERICAN CENTY ETF TRUS QUALITY GROW | 3.2K | −80.4% | $376.6K | 0.1% |
SPDR SERIES TRUSTST STR SP AERO | 1.3K | New | $374.6K | 0.1% |
SPDR INDEX SHS FDSST STR PO EX ETF | 7.3K | New | $368.1K | 0.1% |
LISTED FDS TRSWAN HEDGED EQTY | 13.5K | −7.6% | $359.3K | 0.1% |
EMEEMCOR Group, Inc. | 410 | +6.2% | $340.3K | 0.1% |
PGIM ETF TRSHRT DUR HGH YLD | 6.7K | ±0% | $334.2K | 0.1% |
ISHARES TRRUSSELL 3000 ETF | 782 | −0.1% | $333.7K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT | 7.9K | +5.5% | $326.8K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 425 | New | $324.3K | 0.1% |
FRANKLIN TEMPLETON ETF TRINTL COR DIV TIL | 7.5K | +8.1% | $319.4K | 0.1% |
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | 6.6K | New | $313.3K | 0.1% |
AXPAmerican Express Co | 917 | +3.1% | $310.4K | 0.1% |
SPDR INDEX SHS FDSST PORT MARK ETF | 6K | New | $309K | 0.1% |
ASMLASML Holding NV | 148 | New | $294.4K | 0.1% |
ISHARES TRCRE U S REIT ETF | 4.4K | New | $292.1K | 0.1% |
DPZDomino's Pizza Inc | 984 | +2.5% | $291.3K | 0.1% |
AMERICAN CENTY ETF TRUS EQT ETF | 2.3K | ±0% | $290.2K | 0.1% |
THE ALGER ETF TRUSTMID CAP 40 ETF | 11.7K | −3.7% | $290.1K | 0.1% |
FIRST TR EXCHANGE-TRADED FDBLOO NUC PWR ETF | 8.6K | New | $288.8K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST NASD 100 | 11.8K | −94.5% | $283.2K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 2.3K | +300.0% | $280.6K | 0.1% |
SPDR SERIES TRUSTST STR R1K LOWV | 1.5K | New | $280.5K | 0.1% |
ISHARES TRCORE DIV GRWTH | 3.7K | +15.1% | $278.5K | 0.1% |
ADPAutomatic Data Processing Inc | 1.2K | +22.3% | $275.9K | 0.1% |
AMATApplied Materials Inc | 381 | New | $275.7K | 0.1% |
KOCoca Cola Co | 3.4K | −14.1% | $275K | 0.1% |
ISHARES TRSELECT DIVID ETF | 1.7K | +3.9% | $271.5K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 562 | New | $268.4K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | 7.3K | New | $268.2K | 0.1% |
GEGeneral Electric Co | 713 | New | $266.5K | 0.1% |
TIDAL TRUST IIBLUE CH ASSE ETF | 8.4K | New | $264.1K | 0.1% |
LHXL3HARRIS Technologies, Inc. | 883 | +1.4% | $256.6K | 0.1% |
VANGUARD WHITEHALL FDSINTL DVD ETF | 2.7K | +12.9% | $254K | 0.1% |
VANGUARD WORLD FDMEGA GRWTH IND | 2.9K | +400.3% | $252.1K | 0.1% |
GAINGladstone Investment Corporationde | 15.7K | ±0% | $242.7K | 0.1% |
IESCIES Holdings, Inc. | 325 | New | $238.8K | 0.1% |
DUKDuke Energy CORP | 1.9K | +0.9% | $238K | 0.1% |
AEEAmeren Corp | 2.1K | +0.3% | $235.6K | 0.1% |
JOHN HANCOCK EXCHANGE TRADEDMLTFCTR LRG CAP | 2.6K | New | $229.3K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 425 | New | $222K | 0.1% |
FRANKLIN TEMPLETON ETF TRINCOME FOCUS ETF | 7.7K | +2.8% | $221.2K | 0.1% |
CMSCMS Energy Corp | 2.7K | −2.9% | $207.5K | 0.1% |
ETEnergy Transfer LP | 10.6K | ±0% | $201.7K | 0.1% |
CLSKCleanspark, Inc. | 13K | +6.1% | $189.8K | 0.1% |
NIONIO Inc. | 24.5K | +0.3% | $123.8K | 0.1% |
SPMCSound Point Meridian Capital, Inc. | 10.2K | New | $101K | 0.1% |
PNNTPennantpark Investment Corp | 13.2K | +15.0% | $45.9K | 0.1% |
