Prosperity Financial Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 193 distinct positions held by the firm during the specified period.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Major technology holdings include Apple Inc., with 77,495 shares, and Microsoft Corporation, with 21,080 shares. Other notable stock positions include NVIDIA Corporation (65,465 shares), Alphabet Inc. Class A (24,783 shares), and Meta Platforms Inc. Class A (5,763 shares).
The filing also details significant investments in ETFs. The firm holds substantial stakes in First Trust Exchange-Traded Fund VI FT VEST NASDAQ 100 (181,987 shares) and First Trust Exchange-Traded Fund VI FT VEST U.S. EQT (168,771 shares). Additionally, the portfolio includes positions in various sector-specific funds, such as the First Trust Exchange-Traded Fund INDXX AEROSPACE (104,948 shares) and the First Trust Exchange-Traded Fund VI FT LADD BUFF ETF (7,341 shares).
Other individual equity positions listed in the filing include Costco Wholesale Corporation (3,644 shares), Johnson & Johnson (4,640 shares), and JPMorgan Chase & Co. (14,722 shares). The filing was signed by Andrew Agosta, Chief Compliance Officer, on October 29, 2026.
