Institutions / Prestige Wealth Management Group LLC
Prestige Wealth Management Group LLC
CIK 1772715 · Institution · as of Dec 31, 2025
Portfolio value
$524.10M
Positions
1,010
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$524.10M+1.1%Positions
1,010+1.4%Top holdings
Dec 31, 2025View all 1,010 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $55.75M | 10.6% |
| iShares Tr | $29.06M | 5.5% |
| Vanguard Bd Index Fds | $28.78M | 5.5% |
| iShares Tr | $28.55M | 5.4% |
| Apple Inc. | $28.22M | 5.4% |
| WisdomTree Tr | $27.96M | 5.3% |
| WisdomTree Tr | $22.45M | 4.3% |
| Select Sector SPDR Tr | $14.01M | 2.7% |
| Select Sector SPDR Tr | $12.94M | 2.5% |
| Microsoft Corp | $12.04M | 2.3% |
| Colgate Palmolive Co | $11.63M | 2.2% |
| Vanguard Index Fds | $10.05M | 1.9% |
| Select Sector SPDR Tr | $9.52M | 1.8% |
| Vanguard Index Fds | $8.75M | 1.7% |
| SPDR Series Trust | $8.22M | 1.6% |
| Alphabet Inc. | $8.08M | 1.5% |
| Select Sector SPDR Tr | $7.68M | 1.5% |
| Select Sector SPDR Tr | $7.66M | 1.5% |
| Johnson & Johnson | $7.04M | 1.3% |
| NVIDIA Corp | $6.91M | 1.3% |
| SPDR Series Trust | $6.42M | 1.2% |
| New York Life Invts Active E | $5.23M | 1.0% |
| ELI LILLY & Co | $5.23M | 1.0% |
| JPMorgan Chase & Co | $4.85M | 0.9% |
| Amazon.com Inc | $4.56M | 0.9% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2024 as of | Trim | 46435G102 Common stock | $-27.13M | -324K -99.97% | 97 <0.01% of portfolio | medium |
| Q4 2024 as of | Add | 46435G102 Common stock | $26.69M | +314K +323880.41% | 314,261 5.09% of portfolio | medium |
| Q3 2024 as of | New | 78464A144 Common stock | $25.97M | +865K | 864,961 4.96% of portfolio | medium |
| Q4 2024 as of | Trim | 78464A144 Common stock | $-24.28M | -848K -98.01% | 17,208 0.09% of portfolio | medium |
| Q1 2025 as of | Add | 81369Y209 Common stock | $14.57M | +100K +207.30% | 147,880 4.12% of portfolio | medium |
| Q4 2025 as of | Add | 81369Y605 Common stock | $13.44M | +245K +2365.52% | 255,773 2.67% of portfolio | medium |
| Q2 2025 as of | Add | 81369Y100 Common stock | $12.73M | +145K +32366.96% | 145,452 2.44% of portfolio | medium |
| Q4 2024 as of | Trim | 81369Y209 Common stock | $-12.39M | -90K -65.18% | 48,122 1.26% of portfolio | medium |
| Q1 2025 as of | Trim | 81369Y100 Common stock | $-11.79M | -137K -99.67% | 448 <0.01% of portfolio | medium |
| Q2 2025 as of | Trim | 81369Y209 Common stock | $-11.73M | -87K -58.86% | 60,844 1.56% of portfolio | medium |