§ 13F · FUND PROFILE
Prestige Wealth Management Group LLC.
AUM · $551M (13F)Positions · 1409Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 606K | $58M | 10.5% | ±0% |
| 2 | MBB | ISHARES TR | 362K | $34M | 6.2% | +15% |
| 3 | USHY | ISHARES TR | 819K | $30M | 5.5% | +6824% |
| 4 | BND | VANGUARD BD INDEX FDS | 409K | $30M | 5.5% | ±0% |
| 5 | AAPL | APPLE INC | 103K | $30M | 5.4% | +3% |
| 6 | AGGY | WISDOMTREE TR | 675K | $29M | 5.3% | −2% |
| 7 | QGRW | WISDOMTREE TR | 361K | $24M | 4.3% | ±0% |
| 8 | CL | COLGATE PALMOLIVE CO | 146K | $13M | 2.4% | −1% |
| 9 | VTV | VANGUARD INDEX FDS | 55K | $12M | 2.2% | +1% |
| 10 | XLV | SELECT SECTOR SPDR TR | 62K | $10M | 1.8% | +1% |
§ 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 $551 million in assets. The fund runs a massive portfolio of 1,409 positions.
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