Prestige Wealth Management Group
$551M 13F equity value
1,149 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Prestige Wealth Management Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 605,899 | $58M | 10.5% |
| MBB | ISHARES TR | 361,979 | $34M | 6.2% |
| AAPL | APPLE INC | 106,001 | $31M | 5.6% |
| USHY | ISHARES TR | 818,912 | $30M | 5.5% |
| BND | VANGUARD BD INDEX FDS | 409,324 | $30M | 5.5% |
| AGGY | WISDOMTREE TR | 674,986 | $29M | 5.3% |
| QGRW | WISDOMTREE TR | 360,786 | $24M | 4.3% |
| CL | COLGATE PALMOLIVE CO | 145,809 | $13M | 2.4% |
| VTV | VANGUARD INDEX FDS | 54,640 | $12M | 2.2% |
| XLV | SELECT SECTOR SPDR TR | 61,524 | $10M | 1.8% |
Track Prestige Wealth Management Group's 13F portfolio: $551M in reported holdings, 1,149 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}