Prosperity Wealth Management, Inc.
All 13F Filings
- Location
- San Ramon, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 300,374
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 3/27/2026 | 251 | 300,374 | 13F-HR | Prosperity Wealth Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.6 K | 45.2% | 135.6 K | 0 | 135.6 K |
| ETFs | 161.7 K | 53.9% | 161.7 K | 0 | 161.7 K |
| Debt | 2.323 K | 0.8% | 2.323 K | 0 | 2.323 K |
| Other | 533 | 0.2% | 533 | 0 | 533 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
3/27/2026
Total value ($000)
300,374
Holdings
251
QoQ value change ($000)
—
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.