Prestige Wealth Management Group LLC
Sector Allocation
- Other38.6%$212.3M
- Financials26.3%$144.8M
- Technology15.3%$84.0M
- Healthcare6.2%$34.0M
- Consumer Staples4.6%$25.3M
- Industrials2.7%$15.0M
- Consumer Discretionary2.1%$11.5M
- Real Estate1.5%$8.1M
- Energy1.0%$5.5M
- Utilities0.9%$5.2M
AUM History
13fpro.ai/research/fund/prestige-wealth-management-group-llc-1772715
Conviction and streaks
Diversifying · top 10 = 49.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
WT
$57.9M- ISHARES$34.2M
AAPL
$30.7M- ISHARES$30.3M
- VANGUARD$30.0M
- $29.3M
- $23.8M
CL
$13.4M- VANGUARD$11.9M
- SELECT$9.8M
MSFT
$9.5M- SPDR$9.1M
- SELECT$8.9M
JNJ
$8.4MGOOGL
$8.1M- VANGUARD$7.8M
STT
$7.6M- SELECT$7.5M
- SELECT$7.3M
- SELECT$6.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prestige-wealth-management-group-llc-1772715
Prestige Wealth Management Group LLC 13F holdings — Q2 2026
$550.8M portfolio (+8.2% QoQ) · 1,102 holdings · Q2 2026 13F · top 10 are 49% of the stock portfolio
Includes $214K of put/call options ($0 puts, $214K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $550.6M. Weights use the stock portfolio.
$57.9M
10.5% of stocks
+0.4%This quarter-8.0%Since filed10+ qtrsHeld- 2
ISHARES TR - MBS ETF
$34.2M
6.2% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— $30.7M
5.6% of stocks
+3%This quarter+12.4%Since filed10+ qtrsHeld- 4
ISHARES TR - BROAD USD HIGH
$30.3M
5.5% of stocks
+6824%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$30.0M
5.5% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $29.3M
5.3% of stocks
-2%This quarter-8.0%Since filed10+ qtrsHeld$23.8M
4.3% of stocks
+0.4%This quarter-8.0%Since filed10+ qtrsHeld$13.4M
2.4% of stocks
-1.0%This quarter+1.3%Since filed10+ qtrsHeld- 9
VANGUARD INDEX FDS - VALUE ETF
$11.9M
2.2% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SELECT SECTOR SPDR TR - ST STR CARE ETF
$9.8M
1.8% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $57.9M | 10.5% | +0.4% | -8.0% | 10+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - MBS ETF | $34.2M | 6.2% | +15% | — | — | — | — | |
| 3 | $30.7M | 5.6% | +3% | +12.4% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - BROAD USD HIGH | $30.3M | 5.5% | +6824% | — | — | — | — | |
| 5 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $30.0M | 5.5% | -0.4% | — | — | — | — | |
| 6 | $29.3M | 5.3% | -2% | -8.0% | 10+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $23.8M | 4.3% | +0.4% | -8.0% | 10+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $13.4M | 2.4% | -1.0% | +1.3% | 10+ qtrs | 60.9#826 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - VALUE ETF | $11.9M | 2.2% | +0.8% | — | — | — | — | |
| 10 | SELECT SECTOR SPDR TR - ST STR CARE ETF | $9.8M | 1.8% | +0.5% | — | — | — | — |
All holdings — Prestige Wealth Management Group LLC (Q2 2026)
1,102 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $9.5M | 1.7% | 26K | +6% | 10+ qtrs | 79.8 | 13F | |
| 12 | — | SPDR SERIES TRUST - ST STR SP400VALetf/fund | — | $9.1M | 1.6% | 95K | +0.8% | — | — | 13F |
| 13 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $8.9M | 1.6% | 47K | +0.2% | — | — | 13F |
| 14 | JOHNSON & JOHNSON | Healthcare | $8.4M | 1.5% | 33K | -0.9% | 10+ qtrs | 69.2 | 13F | |
| 15 | Alphabet Inc. | Technology | $8.1M | 1.5% | 23K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $7.8M | 1.4% | 91K | +500% | — | — | 13F |
| 17 | STATE STREET CORPetf/fund | Financials | $7.6M | 1.4% | 68K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund | — | $7.5M | 1.4% | 90K | +6159% | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR MATER ETFetf/fund | — | $7.3M | 1.3% | 144K | New | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $6.5M | 1.2% | 61K | -65% | — | — | 13F |
| 21 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $6.3M | 1.1% | 117K | +0.3% | — | — | 13F |
| 22 | NVIDIA CORP | Technology | $6.2M | 1.1% | 31K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | — | $6.0M | 1.1% | 248K | +2% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $5.6M | 1.0% | 17K | +15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $5.4M | 1.0% | 4,518 | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $5.0M | 0.9% | 13K | +2% | |||
| 27 | $MRK | Merck & Co., Inc. | Healthcare | $4.7M | 0.9% | 36K | -2% | |||
| 28 | $ABBV | AbbVie Inc. | Healthcare | $4.4M | 0.8% | 17K | +0.2% | |||
| 29 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $4.3M | 0.8% | 83K | -0.8% | |||
| 30 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $4.2M | 0.8% | 35K | +1% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.0M | 0.7% | 29K | +13% | |||
| 32 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $4.0M | 0.7% | 37K | +0.8% | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.9M | 0.7% | 17K | -4% | |||
| 34 | $CAT | CATERPILLAR INC | Industrials | $3.8M | 0.7% | 3,563 | +35% | |||
| 35 | $V | VISA INC. | Financials | $3.7M | 0.7% | 11K | +6% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $3.6M | 0.7% | 32K | +17% | |||
| 37 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.2M | 0.6% | 56K | +15% | |||
| 38 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $3.0M | 0.6% | 22K | +1% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.9M | 0.5% | 3,104 | +19% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.7M | 0.5% | 7,540 | +24% | |||
| 41 | $META | Meta Platforms, Inc. | Technology | $2.6M | 0.5% | 4,568 | +22% | |||
| 42 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $2.5M | 0.5% | 88K | -0.5% | |||
| 43 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.2M | 0.4% | 24K | -3% | |||
| 44 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.2M | 0.4% | 3,074 | +3% | |||
| 45 | $LIN | LINDE PLC | Materials | $2.0M | 0.4% | 3,921 | +113% | |||
| 46 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.0M | 0.4% | 4,716 | -6% | |||
| 47 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.3% | 1,862 | +18% | |||
| 48 | $ORCL | ORACLE CORP | Technology | $1.9M | 0.3% | 13K | +12% | |||
| 49 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.8M | 0.3% | 36K | -17% | |||
| 50 | $MA | Mastercard Inc | Financials | $1.8M | 0.3% | 3,496 | +33% | |||
| 51 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 0.3% | 3,585 | -13% | |||
| 52 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.8M | 0.3% | 53K | -0.2% | |||
| 53 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.8M | 0.3% | 4,187 | -17% | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.7M | 0.3% | 15K | +24% | |||
| 55 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.7M | 0.3% | 11K | +34% | |||
| 56 | $VRT | Vertiv Holdings Co | Technology | $1.5M | 0.3% | 4,477 | +7% | |||
| 57 | $ETN | Eaton Corp plc | Industrials | $1.5M | 0.3% | 3,438 | +36% | |||
| 58 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $1.4M | 0.3% | 27K | -21% | |||
| 59 | $NEE | NEXTERA ENERGY INC | Utilities | $1.4M | 0.3% | 16K | +53% | |||
| 60 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.4M | 0.3% | 17K | +0.0% | |||
| 61 | $KLAC | KLA CORP | Technology | $1.3M | 0.2% | 4,377 | +1034% | |||
| 62 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.2% | 15K | +40% | |||
| 63 | $LRCX | LAM RESEARCH CORP | Technology | $1.3M | 0.2% | 2,895 | +1013% | |||
| 64 | $UNP | UNION PACIFIC CORP | Industrials | $1.2M | 0.2% | 4,582 | +37% | |||
| 65 | $WT | WisdomTree, Inc. | Financials | $1.2M | 0.2% | 24K | +24% | |||
| 66 | $WELL | WELLTOWER INC. | Real Estate | $1.2M | 0.2% | 5,283 | -42% | |||
| 67 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.2M | 0.2% | 21K | -10% | |||
| 68 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.2M | 0.2% | 4,263 | +42% | |||
| 69 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.2% | 2,402 | +1% | |||
| 70 | $AMGN | AMGEN INC | Healthcare | $1.1M | 0.2% | 3,138 | +0.5% | |||
| 71 | $MS | MORGAN STANLEY | Financials | $1.1M | 0.2% | 5,415 | +52% | |||
| 72 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.2% | 16K | +10% | |||
| 73 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.1M | 0.2% | 13K | -5% | |||
| 74 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.2% | 2,068 | +25% | |||
| 75 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $1.0M | 0.2% | 12K | +400% | |||
| 76 | $PLD | Prologis, Inc. | Real Estate | $988K | 0.2% | 7,290 | -43% | |||
| 77 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $914K | 0.2% | 7,232 | +53% | |||
| 78 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $914K | 0.2% | 4,048 | -30% | |||
| 79 | $MCK | MCKESSON CORP | Consumer Staples | $850K | 0.1% | 1,124 | -9% | |||
| 80 | $QCOM | QUALCOMM INC/DE | Technology | $813K | 0.1% | 4,401 | +14% | |||
| 81 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $789K | 0.1% | 2,806 | +476% | |||
| 82 | $TXN | TEXAS INSTRUMENTS INC | Technology | $770K | 0.1% | 2,582 | +47% | |||
| 83 | $APH | AMPHENOL CORP /DE/ | Technology | $769K | 0.1% | 4,357 | +29% | |||
| 84 | $ABT | ABBOTT LABORATORIES | Healthcare | $763K | 0.1% | 8,410 | -11% | |||
| 85 | $PEP | PEPSICO INC | Consumer Staples | $745K | 0.1% | 5,500 | +33% | |||
| 86 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $723K | 0.1% | 9,421 | +62% | |||
| 87 | $EQIX | EQUINIX INC | Real Estate | $720K | 0.1% | 691 | -48% | |||
| 88 | $GE | GENERAL ELECTRIC CO | Industrials | $714K | 0.1% | 1,910 | +2% | |||
| 89 | $ADI | ANALOG DEVICES INC | Technology | $701K | 0.1% | 1,765 | +25% | |||
| 90 | $EME | EMCOR Group, Inc. | Industrials | $674K | 0.1% | 812 | +5% | |||
| 91 | $DHR | DANAHER CORP /DE/ | Healthcare | $644K | 0.1% | 3,374 | -3% | |||
| 92 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $633K | 0.1% | 2,674 | -0.1% | |||
| 93 | $MDT | Medtronic plc | Healthcare | $630K | 0.1% | 7,981 | -3% | |||
| 94 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $607K | 0.1% | 883 | +15% | |||
| 95 | $BNY | Bank of New York Mellon Corp | Financials | $606K | 0.1% | 4,194 | +129% | |||
| 96 | $CB | Chubb Ltd | Financials | $596K | 0.1% | 1,743 | +33% | |||
| 97 | $BLK | BlackRock, Inc. | Financials | $590K | 0.1% | 613 | +34% | |||
| 98 | $GEV | GE Vernova Inc. | Industrials | $586K | 0.1% | 499 | +10% | |||
| 99 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $581K | 0.1% | 3,516 | -41% | |||
| 100 | $CMI | CUMMINS INC | Industrials | $572K | 0.1% | 802 | +4356% | |||
| 101 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $567K | 0.1% | 2,531 | -30% | |||
| 102 | $GD | GENERAL DYNAMICS CORP | Industrials | $560K | 0.1% | 1,581 | +1013% | |||
| 103 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $554K | 0.1% | 2,512 | +40% | |||
| 104 | $HONA | Honeywell Aerospace Inc. | Industrials | $553K | 0.1% | 2,502 | New | |||
| 105 | $SPGI | S&P Global Inc. | Financials | $547K | 0.1% | 1,342 | +30% | |||
| 106 | — | ISHARES TR - RUS MD CP GR ETF | — | $546K | 0.1% | 3,729 | -2% | |||
| 107 | $O | REALTY INCOME CORP | Real Estate | $514K | 0.1% | 8,288 | -38% | |||
| 108 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $508K | 0.1% | 2,272 | -46% | |||
| 109 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $502K | 0.1% | 3,668 | +2834% | |||
| 110 | $CEG | Constellation Energy Corp | Utilities | $496K | 0.1% | 1,997 | +5% | |||
| 111 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $477K | 0.1% | 2,657 | -44% | |||
| 112 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $466K | 0.1% | 928 | -31% | |||
| 113 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $461K | 0.1% | 2,822 | — | |||
| 114 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | — | $454K | 0.1% | 11K | +1% | |||
| 115 | $STX | Seagate Technology Holdings plc | Technology | $451K | 0.1% | 467 | -37% | |||
| 116 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $433K | 0.1% | 12K | — | |||
| 117 | $PSA | Public Storage | Real Estate | $428K | 0.1% | 1,344 | -41% | |||
| 118 | $PFE | PFIZER INC | Healthcare | $424K | 0.1% | 18K | -25% | |||
| 119 | $MOG-A | MOOG INC. | Industrials | $420K | 0.1% | 991 | +13% | |||
| 120 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $409K | 0.1% | 1,106 | +0.5% | |||
| 121 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $399K | 0.1% | 11K | — | |||
| 122 | $GOOG | Alphabet Inc. | Technology | $396K | 0.1% | 1,121 | +1% | |||
| 123 | $RTX | RTX Corp | Industrials | $382K | 0.1% | 2,014 | +2% | |||
| 124 | $COP | CONOCOPHILLIPS | Energy | $371K | 0.1% | 3,573 | -32% | |||
| 125 | $HCA | HCA Healthcare, Inc. | Healthcare | $369K | 0.1% | 947 | -12% | |||
| 126 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $364K | 0.1% | 626 | -11% | |||
| 127 | $VTR | Ventas, Inc. | Real Estate | $361K | 0.1% | 4,066 | -37% | |||
| 128 | $ANET | Arista Networks, Inc. | Technology | $360K | 0.1% | 2,119 | +3898% | |||
| 129 | $COHR | COHERENT CORP. | Technology | $349K | 0.1% | 885 | +392% | |||
| 130 | $CVS | CVS HEALTH Corp | Healthcare | $346K | 0.1% | 3,341 | -37% | |||
| 131 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $339K | 0.1% | 1,842 | -0.1% | |||
| 132 | $MU | MICRON TECHNOLOGY INC | Technology | $334K | 0.1% | 289 | -8% | |||
| 133 | — | ISHARES TR - RUS 1000 GRW ETF | — | $333K | 0.1% | 2,680 | +300% | |||
| 134 | $CME | CME GROUP INC. | Financials | $332K | 0.1% | 1,505 | +42% | |||
| 135 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $324K | 0.1% | 814 | -28% | |||
| 136 | $OKLO | Oklo Inc. | Utilities | $316K | 0.1% | 6,031 | +3% | |||
| 137 | $CBRE | CBRE GROUP, INC. | Real Estate | $312K | 0.1% | 2,320 | -40% | |||
| 138 | $SYK | STRYKER CORP | Healthcare | $298K | 0.1% | 944 | -53% | |||
| 139 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $289K | 0.1% | 4,945 | +54% | |||
| 140 | $C | CITIGROUP INC | Financials | $287K | 0.1% | 2,054 | +2% | |||
| 141 | $PSX | Phillips 66 | Energy | $281K | 0.1% | 1,665 | +163% | |||
| 142 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $279K | 0.1% | 1,630 | New | |||
| 143 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $276K | 0.1% | 556 | -34% | |||
| 144 | $T | AT&T INC. | Communication Services | $271K | 0.1% | 13K | -12% | |||
| 145 | $PSN | PARSONS CORP | Technology | $269K | 0.1% | 5,135 | — | |||
| 146 | $CCI | CROWN CASTLE INC. | Real Estate | $268K | 0.1% | 3,534 | -41% | |||
| 147 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $265K | 0.1% | 2,597 | -29% | |||
| 148 | $ICE | Intercontinental Exchange, Inc. | Financials | $265K | 0.1% | 2,151 | +36% | |||
| 149 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $262K | 0.1% | 6,177 | -7% | |||
| 150 | $CVX | CHEVRON CORP | Energy | $261K | 0.1% | 1,572 | -11% |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 377 added to, 174 trimmed, 48 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
$HONAHoneywell Aerospace Inc.$553K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$279Kfirst bought this quarter
$NFLXCALLNETFLIX INC$214K
first bought this quarter
$SNDKSandisk Corp$186K
first bought this quarter
$ROADConstruction Partners, Inc.$24K
first bought this quarter
$CMPXCompass Therapeutics, Inc.$17K
first bought this quarter
+20 more in the Excel export
Added to (377)
- ISHARES TR - BROAD USD HIGH+6824%
now $30.3M
- SELECT SECTOR SPDR TR - ST STR STAPL ETF+6159%
now $7.5M
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $7.8M
- ISHARES TR - MBS ETF+15%
now $34.2M
$KLACKLA CORP+1034%
now $1.3M · held 10+ qtrs
$LRCXLAM RESEARCH CORP+1013%
now $1.3M · held 10+ qtrs
+371 more in the Excel export
Trimmed (174)
- ISHARES TR - CONV BD ETF-100%
now $78K
- SELECT SECTOR SPDR TR - ST STR DISCR ETF-99%
now $77K
- SELECT SECTOR SPDR TR - ST STR SVC ETF-65%
now $6.5M
$WELLWELLTOWER INC.-42%
now $1.2M · held 10+ qtrs
$PLDPrologis, Inc.-43%
now $988K · held 10+ qtrs
$EQIXEQUINIX INC-48%
now $720K · held 10+ qtrs
+168 more in the Excel export
Holdings by quarter
Every 13F Prestige Wealth Management Group LLC has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Prestige Wealth Management Group?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Prestige Wealth Management Group's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.9%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 39% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Prestige Wealth Management Group LLC disclosed 1,102 positions worth $550.8M in its Form 13F-HR for Q2 2026 — $550.6M in common stock plus $214,200 of put/call option positions (reported at underlying notional value, not premium at risk), led by $WT (WisdomTree, Inc.) at 10.5% of the equity portfolio. During the quarter the fund opened 26 new positions and exited 48 — including a new stake in $HONA. The portfolio is most concentrated in Other (38.6% of disclosed assets). All figures are sourced directly from Prestige Wealth Management Group LLC’s Form 13F-HR filing with the SEC under CIK 1772715.
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