Prestige Wealth Management Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$509.3M
Q ending 2026-03-31
Prior quarter
$524.1M
Q ending 2025-12-31
Change
-2.8% QoQ · +8.9% YoY
Positions
1,123
reported holdings
Largest positions
Top 100 of 1,123 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wisdomtree Tr | DGRW | Shares | $53.0M | 604K |
| Ishares Tr | ICVT | Shares | $30.3M | 298K |
| Vanguard Bd Index Fds | BND | Shares | $30.3M | 411K |
| Ishares Tr | MBB | Shares | $30.0M | 316K |
| Wisdomtree Tr | AGGY | Shares | $29.8M | 686K |
| Apple Inc | AAPL | Shares | $26.2M | 103K |
| Wisdomtree Tr | QGRW | Shares | $19.2M | 359K |
| Select Sector Spdr Tr | XLC | Shares | $19.1M | 172K |
| Colgate Palmolive Co | CL | Shares | $12.5M | 147K |
| Select Sector Spdr Tr | XLY | Shares | $12.5M | 115K |
| Vanguard Index Fds | VTV | Shares | $10.6M | 54K |
| Select Sector Spdr Tr | XLV | Shares | $9.0M | 61K |
| Microsoft Corp | MSFT | Shares | $8.9M | 24K |
| Johnson & Johnson | JNJ | Shares | $8.2M | 33K |
| Spdr Series Trust | MDYV | Shares | $8.1M | 95K |
| Vanguard Index Fds | VUG | Shares | $6.6M | 15K |
| Spdr Series Trust | MDYG | Shares | $6.5M | 68K |
| Alphabet Inc | GOOGL | Shares | $6.3M | 22K |
| Select Sector Spdr Tr | XLK | Shares | $6.2M | 47K |
| New York Life Invts Active E | MMIT | Shares | $5.8M | 242K |
| Select Sector Spdr Tr | XLF | Shares | $5.7M | 116K |
| Nvidia Corporation | NVDA | Shares | $5.4M | 31K |
| Merck & Co Inc | MRK | Shares | $4.5M | 37K |
| Eli Lilly & Co | LLY | Shares | $4.5M | 5K |
| Exxon Mobil Corp | XOM | Shares | $4.4M | 26K |
| Jpmorgan Chase & Co | JPM | Shares | $4.4M | 15K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $4.2M | 84K |
| Broadcom Inc | AVGO | Shares | $4.0M | 13K |
| Abbvie Inc | ABBV | Shares | $3.8M | 17K |
| Amazon Com Inc | AMZN | Shares | $3.6M | 17K |
| Spdr Series Trust | SLYV | Shares | $3.4M | 36K |
| Walmart Inc | WMT | Shares | $3.4M | 27K |
| Spdr Series Trust | SLYG | Shares | $3.3M | 35K |
| Visa Inc | V | Shares | $3.1M | 10K |
| Costco Wholesale Corporation | COST | Shares | $2.6M | 3K |
| First Tr Exchange-Traded Fd | SKYY | Shares | $2.4M | 22K |
| Bank America Corp | BAC | Shares | $2.4M | 49K |
| Ishares Tr | IEF | Shares | $2.3M | 24K |
| Schwab Strategic Tr | SCHB | Shares | $2.2M | 88K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.2M | 44K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| Home Depot Inc | HD | Shares | $2.0M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.0M | 4K |
| Tesla Inc | TSLA | Shares | $1.9M | 5K |
| Caterpillar Inc | CAT | Shares | $1.9M | 3K |
| Pimco Etf Tr | MUNI | Shares | $1.8M | 35K |
| Welltower Inc | WELL | Shares | $1.8M | 9K |
| Prologis Inc. | PLD | Shares | $1.7M | 13K |
| Oracle Corp | ORCL | Shares | $1.7M | 11K |
| Schwab Strategic Tr | SCHG | Shares | $1.5M | 53K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.4M | 23K |
| Public Svc Enterprise Group | PEG | Shares | $1.4M | 17K |
| Netflix Inc. | NFLX | Shares | $1.4M | 14K |
| Unitedhealth Group Inc | UNH | Shares | $1.4M | 5K |
| Goldman Sachs Group Inc | GS | Shares | $1.3M | 2K |
| Mastercard Incorporated | MA | Shares | $1.3M | 3K |
| Equinix Inc | EQIX | Shares | $1.3M | 1K |
| Procter & Gamble Co | PG | Shares | $1.2M | 8K |
| Automatic Data Processing In | ADP | Shares | $1.2M | 6K |
| Amgen Inc | AMGN | Shares | $1.1M | 3K |
| Mckesson Corp | MCK | Shares | $1.1M | 1K |
| Vertiv Holdings Co | VRT | Shares | $1.0M | 4K |
| American Tower Corp | AMT | Shares | $1.0M | 6K |
| Applied Matls Inc | AMAT | Shares | $1.0M | 3K |
| Lockheed Martin Corp | LMT | Shares | $1.0M | 2K |
| Wisdomtree Tr | USFR | Shares | $983K | 20K |
| Dimensional Etf Trust | DFUS | Shares | $982K | 14K |
| Nextera Energy Inc | NEE | Shares | $973K | 10K |
| Abbott Laboratories | ABT | Shares | $970K | 9K |
| Mcdonalds Corp | MCD | Shares | $935K | 3K |
| Cisco Sys Inc | CSCO | Shares | $915K | 12K |
| Linde Plc | Shares | $914K | 2K | |
| Eaton Corp Plc | Shares | $901K | 3K | |
| Digital Rlty Tr Inc | DLR | Shares | $860K | 5K |
| Coca Cola Co | KO | Shares | $847K | 11K |
| Vanguard World Fd | MGK | Shares | $845K | 2K |
| Realty Income Corp | O | Shares | $813K | 13K |
| Honeywell Intl Inc | HONGBP | Shares | $813K | 4K |
| Union Pac Corp | UNP | Shares | $810K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $804K | 2K |
| Simon Ppty Group Inc New | SPG | Shares | $785K | 4K |
| Medtronic Plc | Shares | $716K | 8K | |
| Conocophillips | COP | Shares | $696K | 5K |
| Thermo Fisher Scientific Inc | TMO | Shares | $663K | 1K |
| Pfizer Inc | PFE | Shares | $663K | 24K |
| Danaher Corp Del | DHR | Shares | $661K | 3K |
| Gilead Sciences Inc | GILD | Shares | $658K | 5K |
| Stryker Corporation | SYK | Shares | $658K | 2K |
| Pepsico Inc | PEP | Shares | $642K | 4K |
| Public Storage Oper Co | PSA | Shares | $615K | 2K |
| Morgan Stanley | MS | Shares | $587K | 4K |
| Vanguard Specialized Funds | VIG | Shares | $576K | 3K |
| Cheniere Energy Inc | LNG | Shares | $573K | 2K |
| Emcor Group Inc | EME | Shares | $571K | 774 |
| Kla Corp | KLAC | Shares | $568K | 386 |
| Ge Aerospace | GE | Shares | $534K | 2K |
| Ventas Inc | VTR | Shares | $532K | 7K |
| Constellation Energy Corp | CEG | Shares | $529K | 2K |
| Intuitive Surgical Inc | ISRG | Shares | $520K | 1K |
| Cbre Group Inc | CBRE | Shares | $520K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.