Prosperity Wealth Management, Inc. - Portfolio overview

Prosperity Wealth Management, Inc. has 310 reported holdings in this dataset, with the latest filing dated 2026-03-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 7.87%
2. SCHG - SCHWAB STRATEGIC TR, 7.37%
3. VOO - VANGUARD INDEX FDS, 4.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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