Prentice Wealth Management LLC
Sector Allocation
- Other66.1%$325.6M
- Financials10.8%$52.9M
- Industrials10.1%$49.7M
- Technology7.5%$37.0M
- Healthcare1.8%$8.7M
- Consumer Staples1.1%$5.7M
- Consumer Discretionary1.1%$5.2M
- Energy0.6%$3.1M
- Communication Services0.4%$2.1M
- Materials0.3%$1.3M
AUM History
13fpro.ai/research/fund/prentice-wealth-management-llc-1864229
Conviction and streaks
Stable · top 10 = 60.6%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 — Q3 2026
- ISHARES$68.4M
- VANGUARD$49.1M
DOV
$44.7M- SCHWAB$28.2M
- FRANKLIN$26.5M
IVZ
$18.5M- FRANKLIN$16.6M
STT
$16.3M- LITMAN$15.1M
- FIDELITY$15.0M
- VANGUARD$14.8M
- J$14.5M
- VANGUARD$10.6M
- ISHARES$9.4M
- FRANKLIN$8.2M
- CAPITAL$8.0M
- PUTNAM$7.0M
- BLACKROCK$6.9M
AAPL
$6.7MMSFT
$5.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prentice-wealth-management-llc-1864229
Prentice Wealth Management LLC 13F holdings — Q3 2026
$492.5M portfolio (+1.7% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 61% of the stock portfolio
Includes $134K of put/call options ($134K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $492.4M. Weights use the stock portfolio.
- 1
ISHARES TR - CORE US AGGBD ET
$68.4M
13.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - TOTAL STK MKT
$49.1M
10.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $44.7M
9.1% of stocks
+0.1%This quarter+4.6%Since filed11+ qtrsHeld- 4
SCHWAB STRATEGIC TR - US TIPS ETF
$28.2M
5.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP
$26.5M
5.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $18.5M
3.8% of stocks
+0.3%This quarter-1.2%Since filed11+ qtrsHeld- 7
FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF
$16.6M
3.4% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $16.3M
3.3% of stocks
+2%This quarter+2.6%Since filed11+ qtrsHeld- 9
LITMAN GREGORY FDS TR - IMGP DBI MAN ETF
$15.1M
3.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIDELITY COVINGTON TRUST - HIGH DIVID ETF
$15.0M
3.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE US AGGBD ET | $68.4M | 13.9% | +6% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - TOTAL STK MKT | $49.1M | 10.0% | +5% | — | — | — | — | |
| 3 | $44.7M | 9.1% | +0.1% | +4.6% | 11+ qtrs | 59.5#925 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SCHWAB STRATEGIC TR - US TIPS ETF | $28.2M | 5.7% | +5% | — | — | — | — | |
| 5 | FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP | $26.5M | 5.4% | +5% | — | — | — | — | |
| 6 | $18.5M | 3.8% | +0.3% | -1.2% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | $16.6M | 3.4% | +12% | — | — | — | — | |
| 8 | $16.3M | 3.3% | +2% | +2.6% | 11+ qtrsAdded 5 qtrs in a row | 71.5#178 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $15.1M | 3.1% | +2% | — | — | — | — | |
| 10 | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $15.0M | 3.0% | +1% | — | — | — | — |
All holdings — Prentice Wealth Management LLC (Q3 2026)
124 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.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $14.8M | 3.0% | 147K | +2% | — | — | 13F |
| 12 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $14.5M | 3.0% | 259K | +3% | — | — | 13F |
| 13 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $10.6M | 2.2% | 46K | -0.2% | — | — | 13F |
| 14 | — | ISHARES INC - EM MKTS DIV ETFetf/fund | — | $9.4M | 1.9% | 276K | +3% | — | — | 13F |
| 15 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUNetf/fund | — | $8.2M | 1.7% | 353K | +7% | — | — | 13F |
| 16 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETFetf/fund | — | $8.0M | 1.6% | 333K | +24% | — | — | 13F |
| 17 | — | PUTNAM ETF TRUST - FRAN MU HI YI ETetf/fund | — | $7.0M | 1.4% | 646K | +23% | — | — | 13F |
| 18 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETFetf/fund | — | $6.9M | 1.4% | 321K | +30% | — | — | 13F |
| 19 | Apple Inc. | Technology | $6.7M | 1.4% | 20K | -2% | 11+ qtrs | 75.7 | 13F | |
| 20 | MICROSOFT CORP | Technology | $5.2M | 1.1% | 10K | +2% | 11+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 21 | GOLDMAN SACHS GROUP INC | Financials | $4.4M | 0.9% | 4,920 | -1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $4.0M | 0.8% | 18K | +6% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | DBX ETF TR - XTRACKERS MSCIetf/fund | — | $3.9M | 0.8% | 54K | -2% | — | — | 13F |
| 24 | Broadcom Inc. | Technology | $3.7M | 0.7% | 10K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $3.4M | 0.7% | 100K | -6% | — | — | 13F |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $3.1M | 0.6% | 9,468 | +2% | |||
| 27 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.1M | 0.6% | 52K | -3% | |||
| 28 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $3.0M | 0.6% | 40K | New | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.3M | 0.5% | 9,394 | +5% | |||
| 30 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 0.5% | 4,660 | +2% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.3M | 0.5% | 14K | +0.3% | |||
| 32 | — | ISHARES TR - CORE 60 BALA ETF | — | $2.2M | 0.4% | 32K | +11% | |||
| 33 | $RTX | RTX Corp | Industrials | $2.1M | 0.4% | 12K | +2% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $2.1M | 0.4% | 6,184 | -3% | |||
| 35 | $V | VISA INC. | Financials | $1.9M | 0.4% | 5,159 | +6% | |||
| 36 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $1.8M | 0.4% | 19K | New | |||
| 37 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $1.7M | 0.3% | 74K | -30% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.3% | 2,335 | +3% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $1.7M | 0.3% | 6,355 | -3% | |||
| 40 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.3% | 7,270 | +13% | |||
| 41 | $LLY | ELI LILLY & Co | Healthcare | $1.5M | 0.3% | 1,316 | -4% | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.3% | 5,650 | +4% | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $1.5M | 0.3% | 10K | +0.2% | |||
| 44 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.3% | 1,922 | +228% | |||
| 45 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $1.3M | 0.3% | 2,670 | -0.5% | |||
| 46 | — | ISHARES TR - CORE 80 20 ETF | — | $1.2M | 0.3% | 13K | +0.3% | |||
| 47 | — | J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI | — | $1.2M | 0.2% | 25K | -71% | |||
| 48 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.2M | 0.2% | 13K | — | |||
| 49 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.2% | 11K | -2% | |||
| 50 | $MA | Mastercard Inc | Financials | $1.1M | 0.2% | 2,083 | -2% | |||
| 51 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.2% | 3,308 | — | |||
| 52 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.2% | 10K | -6% | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.2% | 1,220 | -2% | |||
| 54 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.2% | 1,789 | +0.2% | |||
| 55 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.2% | 2,887 | -0.7% | |||
| 56 | $GE | GENERAL ELECTRIC CO | Industrials | $998K | 0.2% | 3,195 | -3% | |||
| 57 | $NEE | NEXTERA ENERGY INC | Utilities | $987K | 0.2% | 13K | +9% | |||
| 58 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $953K | 0.2% | 18K | -4% | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $871K | 0.2% | 18K | -58% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $854K | 0.2% | 9,920 | -4% | |||
| 61 | $CVX | CHEVRON CORP | Energy | $851K | 0.2% | 4,166 | -7% | |||
| 62 | $BX | Blackstone Inc. | Financials | $820K | 0.2% | 7,315 | +8% | |||
| 63 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $789K | 0.2% | 5,433 | -2% | |||
| 64 | $SNOW | Snowflake Inc. | Technology | $759K | 0.1% | 2,236 | +13% | |||
| 65 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $739K | 0.1% | 2,597 | +4% | |||
| 66 | $MU | MICRON TECHNOLOGY INC | Technology | $738K | 0.1% | 693 | +19% | |||
| 67 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $708K | 0.1% | 8,839 | -5% | |||
| 68 | $CRM | Salesforce, Inc. | Technology | $707K | 0.1% | 3,081 | -7% | |||
| 69 | $ORCL | ORACLE CORP | Technology | $702K | 0.1% | 5,114 | -2% | |||
| 70 | $QCOM | QUALCOMM INC/DE | Technology | $690K | 0.1% | 3,750 | -5% | |||
| 71 | $TSLA | Tesla, Inc. | Consumer Discretionary | $690K | 0.1% | 1,944 | +16% | |||
| 72 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $679K | 0.1% | 4,167 | +7% | |||
| 73 | $PM | Philip Morris International Inc. | Consumer Staples | $671K | 0.1% | 3,516 | -6% | |||
| 74 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $664K | 0.1% | 14K | +1% | |||
| 75 | $LIN | LINDE PLC | Materials | $656K | 0.1% | 1,383 | -4% | |||
| 76 | $PLTR | Palantir Technologies Inc. | Technology | $642K | 0.1% | 3,432 | -4% | |||
| 77 | $DIS | Walt Disney Co | Communication Services | $619K | 0.1% | 5,902 | -8% | |||
| 78 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $556K | 0.1% | 1,087 | +19% | |||
| 79 | $PEP | PEPSICO INC | Consumer Staples | $547K | 0.1% | 4,317 | -6% | |||
| 80 | $VRT | Vertiv Holdings Co | Technology | $545K | 0.1% | 2,260 | +48% | |||
| 81 | $MCD | MCDONALDS CORP | Consumer Discretionary | $543K | 0.1% | 2,352 | -2% | |||
| 82 | $ALL | ALLSTATE CORP | Financials | $543K | 0.1% | 2,446 | +40% | |||
| 83 | $GEV | GE Vernova Inc. | Industrials | $533K | 0.1% | 561 | +2% | |||
| 84 | $CAT | CATERPILLAR INC | Industrials | $521K | 0.1% | 643 | +19% | |||
| 85 | $ABT | ABBOTT LABORATORIES | Healthcare | $506K | 0.1% | 5,121 | -4% | |||
| 86 | — | ISHARES TR - CORE S&P500 ETF | — | $499K | 0.1% | 652 | +3% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $474K | 0.1% | 2,841 | -3% | |||
| 88 | $T | AT&T INC. | Communication Services | $441K | 0.1% | 18K | -7% | |||
| 89 | $NFLX | NETFLIX INC | Communication Services | $416K | 0.1% | 5,983 | -3% | |||
| 90 | $MRVL | Marvell Technology, Inc. | Technology | $391K | 0.1% | 1,481 | +28% | |||
| 91 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $391K | 0.1% | 558 | -10% | |||
| 92 | $BLK | BlackRock, Inc. | Financials | $381K | 0.1% | 360 | +28% | |||
| 93 | $SHW | SHERWIN WILLIAMS CO | Materials | $375K | 0.1% | 1,159 | +46% | |||
| 94 | $ACN | Accenture plc | Technology | $356K | 0.1% | 1,939 | -8% | |||
| 95 | $AMGN | AMGEN INC | Healthcare | $353K | 0.1% | 837 | — | |||
| 96 | $C | CITIGROUP INC | Financials | $331K | 0.1% | 2,554 | -3% | |||
| 97 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $329K | 0.1% | 1,388 | +17% | |||
| 98 | — | MORGAN STANLEY ETF TRUST - EATO VAN MUN ETF | — | $327K | 0.1% | 6,979 | -79% | |||
| 99 | $ZS | Zscaler, Inc. | Technology | $322K | 0.1% | 1,616 | +0.2% | |||
| 100 | $LMT | LOCKHEED MARTIN CORP | Industrials | $318K | 0.1% | 625 | -0.3% | |||
| 101 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $318K | 0.1% | 2,811 | +9% | |||
| 102 | — | ISHARES TR - CORE 30 70 ETF | — | $316K | 0.1% | 7,843 | +38% | |||
| 103 | $DHR | DANAHER CORP /DE/ | Healthcare | $315K | 0.1% | 1,422 | +20% | |||
| 104 | $TXN | TEXAS INSTRUMENTS INC | Technology | $309K | 0.1% | 1,102 | — | |||
| 105 | $BE | Bloom Energy Corp | Technology | $293K | 0.1% | 1,059 | New | |||
| 106 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $281K | 0.1% | 691 | -5% | |||
| 107 | $INTC | INTEL CORP | Technology | $269K | 0.1% | 2,236 | +0.0% | |||
| 108 | $J | JACOBS SOLUTIONS INC. | Industrials | $266K | 0.1% | 1,967 | -3% | |||
| 109 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $255K | 0.1% | 1,207 | +6% | |||
| 110 | $KLAC | KLA CORP | Technology | $250K | 0.1% | 1,280 | — | |||
| 111 | $NPO | Enpro Inc. | Materials | $245K | 0.1% | 800 | — | |||
| 112 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $241K | 0.1% | 1,310 | — | |||
| 113 | $NOW | ServiceNow, Inc. | Technology | $241K | 0.1% | 1,799 | -14% | |||
| 114 | $CG | Carlyle Group Inc. | Financials | $235K | 0.1% | 5,936 | +0.6% | |||
| 115 | $INTU | INTUIT INC. | Technology | $226K | 0.1% | 821 | -6% | |||
| 116 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $210K | 0.0% | 4,314 | -2% | |||
| 117 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $208K | 0.0% | 3,589 | +0.3% | |||
| 118 | $CRDO | Credo Technology Group Holding Ltd | Technology | $202K | 0.0% | 1,038 | +7% | |||
| 119 | $ADI | ANALOG DEVICES INC | Technology | $201K | 0.0% | 507 | — | |||
| 120 | $GS PUT | GOLDMAN SACHS GROUP INC | Financials | $96K | — | 2,000 | — | |||
| 121 | $NPO PUT | Enpro Inc. | Materials | $23K | — | 800 | — | |||
| 122 | $AAPL PUT | Apple Inc. | Technology | $7K | — | 3,000 | +76% | |||
| 123 | $AVGO PUT | Broadcom Inc. | Technology | $4K | — | 400 | New | |||
| 124 | $NVDA PUT | NVIDIA CORP | Technology | $3K | — | 2,500 | +14% |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 63 added to, 47 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (63)
- ISHARES TR - CORE US AGGBD ET+6%
now $68.4M
- VANGUARD INDEX FDS - TOTAL STK MKT+5%
now $49.1M
- FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF+12%
now $16.6M
- BLACKROCK ETF TRUST II - SHOR DURA HI ETF+30%
now $6.9M
- CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF+24%
now $8.0M
- PUTNAM ETF TRUST - FRAN MU HI YI ET+23%
now $7.0M
+57 more in the Excel export
Trimmed (47)
- J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI-71%
now $1.2M
- MORGAN STANLEY ETF TRUST - EATO VAN MUN ETF-79%
now $327K
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF-58%
now $871K
- SPDR SERIES TRUST - ST NUVE HIGH ETF-30%
now $1.7M
- SCHWAB STRATEGIC TR - US MID-CAP ETF-6%
now $3.4M
now $6.7M · held 11+ qtrs
+41 more in the Excel export
Holdings by quarter
Every 13F Prentice Wealth Management LLC has filed, 22 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Prentice Wealth Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 15% over the last 4
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
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
Prentice Wealth Management LLC disclosed 124 positions worth $492.5M in its Form 13F-HR for Q3 2026 — $492.4M in common stock plus $133,579 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 4 new positions and exited 6. The portfolio is most concentrated in Other (66.1% of disclosed assets). All figures are sourced directly from Prentice Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1864229.
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Every holding in Prentice Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.