Prosperity Financial Group, Inc.
Annual return '25
+19.0%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$712.9M
Holdings
220
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
12.1%
02
$BUFD
FIRST TR EXCHNG TRADED FD VI
Q1 2026: New position (27.7k shares)
11.8%
03
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: New position (17.4k shares)
11.0%
04
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: New position (109.8k shares)
10.0%
05
$BOXX
EA SERIES TRUST
Q1 2026: New position (54 shares)
6.0%
06
$DISV
DIMENSIONAL ETF TRUST
Q1 2026: New position (100.6k shares)
5.6%
07
$AIRR
FIRST TR EXCHANGE TRADED FD
Q1 2026: Increased +57.9% (51.2k → 80.9k shares)
4.0%
08
$PPA
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +95.2% (4.3k → 8.4k shares)
3.2%
09
$NUKZ
EXCHANGE TRADED CONCEPTS TRU
Held since at least Q1 2024
3.1%
10
$QTUM
ETF SER SOLUTIONS
Q1 2026: New position (17.8k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.