Prestige Wealth Management Group LLC
All holdings · as of Dec 31, 2025
| 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% |
| Broadcom Inc. | $4.55M | 0.9% |
| AbbVie Inc. | $3.97M | 0.8% |
| Merck & Co., Inc. | $3.89M | 0.7% |
| FIRST TR EXCH TRADED FD III | $3.78M | 0.7% |
| ISHARES TR | $3.72M | 0.7% |
| Visa Inc | $3.69M | 0.7% |
| LINDE PLC | $3.63M | 0.7% |
| SPDR SERIES TRUST | $3.29M | 0.6% |
| SPDR SERIES TRUST | $3.23M | 0.6% |
| EXXON MOBIL CORP | $3.11M | 0.6% |
| Walmart Inc. | $3.07M | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $3.01M | 0.6% |
| BANK OF AMERICA CORP /DE | $2.71M | 0.5% |
| VANGUARD MUN BD FDS | $2.64M | 0.5% |
| Meta Platforms Inc | $2.56M | 0.5% |
| SCHWAB STRATEGIC TR | $2.50M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $2.27M | 0.4% |
| Tesla Inc | $2.26M | 0.4% |
| ORACLE CORP | $2.24M | 0.4% |
| Warren E. Buffett | $2.07M | 0.4% |
| HOME DEPOT, INC. | $2.05M | 0.4% |
| PIMCO ETF TR | $1.99M | 0.4% |
| SCHWAB STRATEGIC TR | $1.99M | 0.4% |
| UNITEDHEALTH GROUP INC | $1.61M | 0.3% |
| Newmont Corp | $1.57M | 0.3% |