Prosperity Financial Group, Inc.
All 13F Filings
- Location
- San Ramon, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 270,780
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 186 | 270,780 | 13F-HR | Prosperity Financial Group, Inc. |
| Q4 2025 | 1/26/2026 | 184 | 277,884 | 13F-HR | Prosperity Financial Group, Inc. |
| Q3 2025 | 11/14/2025 | 185 | 273,457 | 13F-HR | Prosperity Financial Group, Inc. |
| Q2 2025 | 7/30/2025 | 164 | 235,456 | 13F-HR | Prosperity Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 168.1 K | 62.2% | 0 | 78.2 K | -78.2 K |
| ETFs | 100.7 K | 37.3% | 71.27 K | 0 | 71.27 K |
| Debt | 1.371 K | 0.5% | 238 | 0 | 238 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
270,780
Holdings
186
QoQ value change ($000)
-7,104
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.