Institutional Manager · CIK 0001772715
Prestige Wealth Management Group LLC
FLEMINGTON, NJ · File #028-19472
Latest AUM
$524.1M
Positions
1,302
Top-10 Concentration
60.6%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251,334 pos · $481.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251,299 pos · $490.7M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251,324 pos · $483.6M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251,263 pos · $463.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251,297 pos · $467.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251,286 pos · $518.2M
- 13F HOLDINGS REPORTQ/E Dec 20251,302 pos · $524.1M
- 13F HOLDINGS REPORTQ/E Sep 20251,286 pos · $518.2M
- 13F HOLDINGS REPORTQ/E Jun 20251,299 pos · $490.7M
- 13F HOLDINGS REPORTQ/E Mar 20251,297 pos · $467.9M
- 13F HOLDINGS REPORTQ/E Dec 20241,334 pos · $481.0M
- 13F HOLDINGS REPORTQ/E Sep 20241,324 pos · $483.6M
- 13F HOLDINGS REPORTQ/E Jun 20241,263 pos · $463.1M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20241,360 pos · $440.7M
- 13F HOLDINGS REPORTQ/E Mar 20241,369 pos · $464.2M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20241,389 pos · $397.8M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20241,388 pos · $405.6M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20241,398 pos · $422.1M
- 13F HOLDINGS REPORTQ/E Dec 20231,388 pos · $405.6M
- 13F HOLDINGS REPORTQ/E Sep 20231,398 pos · $422.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 646,560 | $52.4M | 13.05% |
| 2 | ISHARES TR | 46435G102 | 314,261 | $26.7M | 6.66% |
| 3 | ISHARES TR | 46435U853 | 724,597 | $26.7M | 6.64% |
| 4 | APPLE INC | AAPL | 105,407 | $26.4M | 6.58% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 366,468 | $26.4M | 6.57% |
| 6 | WISDOMTREE TR | WT | 604,457 | $25.9M | 6.47% |
| 7 | WISDOMTREE TR | WT | 426,150 | $21.0M | 5.23% |
| 8 | COLGATE PALMOLIVE CO | CL | 147,497 | $13.4M | 3.34% |
| 9 | SELECT SECTOR SPDR TR | 81369Y308 | 163,685 | $12.9M | 3.21% |
| 10 | SELECT SECTOR SPDR TR | 81369Y100 | 136,739 | $11.5M | 2.87% |
| 11 | MICROSOFT CORP | MSFT | 24,877 | $10.5M | 2.61% |
| 12 | VANGUARD INDEX FDS | 922908736 | 21,728 | $8.9M | 2.22% |
| 13 | SELECT SECTOR SPDR TR | 81369Y803 | 33,490 | $7.8M | 1.94% |
| 14 | SELECT SECTOR SPDR TR | 81369Y852 | 72,850 | $7.1M | 1.76% |
| 15 | VANGUARD INDEX FDS | 922908744 | 40,927 | $6.9M | 1.73% |
| 16 | SPDR SER TR | 78464A821 | 79,042 | $6.9M | 1.71% |
| 17 | NVIDIA CORPORATION | NVDA | 50,814 | $6.8M | 1.70% |
| 18 | SELECT SECTOR SPDR TR | 81369Y209 | 48,122 | $6.6M | 1.65% |
| 19 | ALPHABET INC | GOOG | 34,787 | $6.6M | 1.64% |
| 20 | SPDR SER TR | 78464A839 | 80,029 | $6.4M | 1.60% |