13F Filings History of Prosperity Wealth Management, Inc.

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$294,610,881
Signature - Title
Elliot Kallen - Chief Compliance Officer
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Prosperity Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperity Wealth Management, Inc. reported 240 stock holdings with total value $294,610,881 as of Q3 2025. Top holdings included SCHX, SCHG, VOO, QQQ, and MSFT.

Notify me when Prosperity Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 240 $294,610,881 +$43,716,543 -$41,107,002 +$2,609,541 SCHX, SCHG, VOO, QQQ, MSFT 13F-HR 14 Nov 2025, 11:56
Q2 2025 233 $269,771,704 +$58,934,598 -$35,579,732 +$23,354,866 SCHX, SCHG, VOO, QQQ, MSFT 13F-HR 05 Aug 2025, 08:26
Q1 2025 213 $212,667,816 +$42,424,309 -$54,136,482 -$11,712,173 SCHX, SCHG, VOO, QQQ, MSFT 13F-HR 18 Apr 2025, 14:24
Q4 2024 204 $242,710,880 +$69,668,312 -$68,168,889 +$1,499,423 VOO, QQQ, SCHX, SCHG, QLD 13F-HR 07 Feb 2025, 16:58
Q3 2024 189 $249,932,474 +$87,273,528 -$45,797,665 +$41,475,863 QLD, SSO, VOO, SCHX, QQQ 13F-HR 14 Nov 2024, 13:51
Q2 2024 169 $203,277,685 +$39,827,297 -$54,286,833 -$14,459,536 VOO, QQQ, SCHX, SCHG, MSFT 13F-HR 13 Aug 2024, 17:40
Q1 2024 151 $211,072,142 +$88,431,099 -$46,534,133 +$41,896,966 VOO, QQQ, SCHX, TQQQ, SCHG 13F-HR 15 May 2024, 15:30
Q4 2023 137 $152,796,385 +$23,390,683 -$51,236,958 -$27,846,275 TQQQ, SCHX, SCHG, UPRO, MSFT 13F-HR 30 Jan 2024, 16:58
Q3 2023 134 $154,412,274 +$26,047,977 -$14,196,894 +$11,851,083 TQQQ, SCHX, UPRO, SCHG, MSFT 13F-HR 07 Nov 2023, 14:46
Q2 2023 143 $152,730,187 +$36,074,823 -$24,200,552 +$11,874,271 TQQQ, SCHX, UPRO, SCHG, MSFT 13F-HR 12 Sep 2023, 16:12
Q1 2023 128 $123,441,740 +$39,923,399 -$28,156,522 +$11,766,877 TQQQ, SCHX, UPRO, MSFT, SCHG 13F-HR 12 Sep 2023, 16:11
Q4 2022 128 $100,732,167 $0 $0 $0 SSO, TQQQ, MSFT, SPLV, SCHX 13F-HR 12 Sep 2023, 16:10