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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001991334

Prosperity Financial Group, Inc.

San Ramon, CA · File #028-23384

Latest AUM
$277.9M
Positions
184
Top-10 Concentration
41.0%
Filings
12

Sector Allocation

Technology
23.9%$66.5M
Financials
3.1%$8.7M
Healthcare
1.9%$5.3M
Industrials
1.8%$5.0M
Real Estate
1.4%$4.0M
Energy
0.3%$862,862
Utilities
0.3%$841,730

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL62,625$17.0M8.48%
2NVIDIA CORPORATIONNVDA65,731$12.3M6.11%
3MICROSOFT CORPMSFT19,243$9.3M4.64%
4PUTNAM ETF TRUST746729300152,929$7.0M3.47%
5ALPHABET INCGOOG21,223$6.6M3.31%
6PROSHARES TR74347G242143,472$6.5M3.26%
7FIRST TR EXCHNG TRADED FD VI33740F151284,402$6.4M3.18%
8PGIM ETF TR69344A87554,026$6.0M2.99%
9PUTNAM ETF TRUST746729409131,752$5.9M2.93%
10FIRST TR EXCHANGE-TRADED FD33733E831123,594$5.3M2.63%
11FIRST TR EXCHANGE TRADED FD33738R70451,191$5.0M2.51%
12MFS ACTIVE EXCHANGE TRADED F55286W207177,349$5.0M2.50%
13AMAZON COM INCAMZN21,479$5.0M2.47%
14BROADCOM INCAVGO13,884$4.8M2.39%
15SANDISK CORPSNDK19,551$4.6M2.31%
16AMERICAN CENTY ETF TR02507234960,218$4.6M2.27%
17PALANTIR TECHNOLOGIES INCPLTR24,485$4.4M2.17%
18PGIM ETF TR69344A800102,103$4.3M2.14%
19TESLA INCTSLA9,128$4.1M2.04%
20FIRST TR EXCHANGE-TRADED FD33738D879152,097$4.0M1.99%