§ 13F · FUND PROFILE
Prestige Wealth Management Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $483.6T (13F)Positions · 1324Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 623K | $55.7T | 10.6% | ±0% |
| 2 | ICVT | ISHARES TR | 295K | $29.1T | 5.5% | −8% |
| 3 | BND | VANGUARD BD INDEX FDS | 389K | $28.8T | 5.5% | +2% |
| 4 | USHY | ISHARES TR | 764K | $28.6T | 5.4% | +3% |
| 5 | AGGY | WISDOMTREE TR | 635K | $28.0T | 5.3% | ±0% |
| 6 | AAPL | APPLE INC | 101K | $27.4T | 5.2% | ±0% |
| 7 | QGRW | WISDOMTREE TR | 383K | $22.4T | 4.3% | ±0% |
| 8 | XLF | SELECT SECTOR SPDR TR | 256K | $14.0T | 2.7% | — |
| 9 | XLP | SELECT SECTOR SPDR TR | 167K | $12.9T | 2.5% | +4% |
| 10 | CL | COLGATE PALMOLIVE CO | 147K | $11.6T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRESTIGE SIGNAL
AC read
Prestige Wealth Management Group LLC is a Other fund managing $483646.3 trillion in assets. The fund runs a massive portfolio of 1,324 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed