§ 13F · FUND PROFILE
Prestige Wealth Management Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 2572Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$606K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 604K | $53M | 10.4% | −3% |
| 2 | ICVT | ISHARES TR | 298K | $30M | 5.9% | +1% |
| 3 | BND | VANGUARD BD INDEX FDS | 411K | $30M | 5.9% | +6% |
| 4 | MBB | ISHARES TR | 316K | $30M | 5.9% | +17959% |
| 5 | AGGY | WISDOMTREE TR | 686K | $30M | 5.9% | +8% |
| 6 | AAPL | APPLE INC | 100K | $25M | 5.0% | ±0% |
| 7 | QGRW | WISDOMTREE TR | 359K | $19M | 3.8% | −6% |
| 8 | XLC | SELECT SECTOR SPDR TR | 172K | $19M | 3.7% | +165% |
| 9 | CL | COLGATE PALMOLIVE CO | 147K | $13M | 2.5% | ±0% |
| 10 | XLY | SELECT SECTOR SPDR TR | 115K | $13M | 2.5% | +17397% |
§ 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 $1.0 billion in assets. The fund runs a massive portfolio of 2,572 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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