Filer Snapshot

Prosperity Wealth Management, Inc.

CIK 0001991463. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

15

Latest Filing

27 Mar 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 27 Mar 2026 for CIK 0001991463.

View Source Filing
Business address
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Top securities (13F)
SCHX, SCHG, VOO, QQQ, MSFT, NVDA, IUS, AMZN, SPHY, AAPL, PLTR, VONG, GOOGL, LLY, MGK, FNDX, META, UPRO, GS, and DKNG
State of incorporation
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Prosperity Wealth Management, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $300.37M across 251 reported holdings for Q4 2025.
  • Largest parsed 13F holding: SCHX at $26.12M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 251 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2025 - 27 Mar 2026

SCHX

8.7%

Schwab Strategic Tr

$26.12M

SCHG

8.1%

Schwab Strategic Tr

$24.45M

VOO

5%

Vanguard Index Fds

$15.12M

QQQ

4.1%

Invesco Qqq Tr

$12.29M

MSFT

2.7%

Microsoft Corp

$7.97M

Latest update

What changed recently for Prosperity Wealth Management, Inc.

New filing available

Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 Mar 2026

Page type

Filer profile

Latest period

Q4 2025

Institutional portfolio context was refreshed from a 13F filing filed on 27 Mar 2026.

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Benchmark Context

Benchmark context for this company

Prosperity Wealth Management, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Prosperity Wealth Management, Inc. has filed 15 SEC EDGAR filings since 12 Sep 2023. Common forms include 13F-HR, N-PX.

Prosperity Wealth Management, Inc. SEC filings Prosperity Wealth Management, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Prosperity Wealth Management, Inc. with direct links to document and filing folders.

13F-HR File 028-23385

13F-HR filing

Filing date
27 Mar 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-23385

N-PX filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
18 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
07 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-23385

N-PX filing

Filing date
29 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
30 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
07 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
12 Sep 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-23385

13F-HR filing

Filing date
12 Sep 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR File 028-23385

13F-HR filing

Filing date
12 Sep 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
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About this filer

Prosperity Wealth Management, Inc. files with the SEC under CIK 0001991463. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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