Prestige Wealth Management Group LLC Top Holdings and 13F Report (2026)

About Prestige Wealth Management Group LLC

Investment Activity

Prestige Wealth Management Group LLC has $509.29 million in total holdings as of March 31, 2026.
Prestige Wealth Management Group LLC owns shares of 1,123 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 15.29% of the portfolio was purchased this quarter.
About 15.99% of the portfolio was sold this quarter.
This quarter, Prestige Wealth Management Group LLC has purchased 1,009 new stocks and bought additional shares in 180 stocks.
Prestige Wealth Management Group LLC sold shares of 262 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

WisdomTree U.S. Quality Dividend Growth Fund: $53,022,507
iShares Convertible Bond ETF: $30,291,585
Vanguard Total Bond Market ETF: $30,257,498
iShares MBS ETF: $30,008,093
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund: $29,810,797

Largest New Holdings this Quarter

615394202 - Moog: $257,524 Holding
81369Y860 - Real Estate Select Sector SPDR Fund: $168,424 Holding
464286772 - iShares MSCI South Korea ETF: $24,602 Holding
189054109 - Clorox: $20,726 Holding
M6191J100 - JFrog: $14,079 Holding

Largest Purchases this Quarter

iShares MBS ETF: 314,291 shares (about $29.84M)
Consumer Discretionary Select Sector SPDR Fund: 114,125 shares (about $12.44M)
Communication Services Select Sector SPDR Fund: 107,038 shares (about $11.87M)
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund: 51,433 shares (about $2.23M)
iShares 7-10 Year Treasury Bond ETF: 18,842 shares (about $1.80M)

Largest Sales this Quarter

iShares Broad USD High Yield Corporate Bond ETF: 751,694 shares (about $27.69M)
Consumer Staples Select Sector SPDR Fund: 165,077 shares (about $13.53M)
Financial Select Sector SPDR Fund: 139,482 shares (about $6.89M)
LINDE PLC: 6,666 shares (about $3.30M)
iShares U.S. Medical Devices ETF: 59,174 shares (about $3.16M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$53,022,507	$1,732,205 â–¼	-3.2%	603,626	10.4%	Manufacturing
ICVT iShares Convertible Bond ETF	$30,291,585	$261,600 â–²	0.9%	297,589	5.9%	ETF
BND Vanguard Total Bond Market ETF	$30,257,498	$1,642,393 â–²	5.7%	410,884	5.9%	ETF
MBB iShares MBS ETF	$30,008,093	$29,841,930 â–²	17,959.5%	316,041	5.9%	ETF
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$29,810,797	$2,234,765 â–²	8.1%	686,094	5.9%	Finance
AAPL Apple	$26,213,989	$126,895 â–¼	-0.5%	103,290	5.1%	Computer and Technology
QGRW WisdomTree U.S. Quality Growth Fund	$19,195,529	$1,247,377 â–¼	-6.1%	359,265	3.8%	ETF
XLC Communication Services Select Sector SPDR Fund	$19,077,676	$11,866,233 â–²	164.5%	172,088	3.7%	ETF
CL Colgate-Palmolive	$12,546,651	$7,415 â–²	0.1%	147,209	2.5%	Consumer Staples
XLY Consumer Discretionary Select Sector SPDR Fund	$12,508,834	$12,437,343 â–²	17,397.1%	114,781	2.5%	Finance
VTV Vanguard Value ETF	$10,630,313	$305,680 â–²	3.0%	54,181	2.1%	ETF
XLV Health Care Select Sector SPDR Fund	$8,971,399	$45,009 â–¼	-0.5%	61,192	1.8%	ETF
MSFT Microsoft	$8,946,481	$271,330 â–¼	-2.9%	24,169	1.8%	Computer and Technology
JNJ Johnson & Johnson	$8,184,967	$132,974 â–¼	-1.6%	33,485	1.6%	Medical
MDYV SPDR S&P 400 Mid Cap Value ETF	$8,067,537	$196,186 â–¼	-2.4%	94,745	1.6%	ETF
VUG Vanguard Growth ETF	$6,612,651	$1,218,660 â–¼	-15.6%	15,139	1.3%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$6,488,096	$175,510 â–¼	-2.6%	67,613	1.3%	ETF
GOOGL Alphabet	$6,296,542	$1,124,670 â–¼	-15.2%	21,896	1.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$6,216,850	$872,230 â–¼	-12.3%	46,778	1.2%	ETF
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$5,843,724	$659,006 â–²	12.7%	241,710	1.1%	ETF
XLF Financial Select Sector SPDR Fund	$5,741,287	$6,886,227 â–¼	-54.5%	116,291	1.1%	ETF
NVDA NVIDIA	$5,363,289	$1,100,529 â–¼	-17.0%	30,751	1.1%	Computer and Technology
MRK Merck & Co., Inc.	$4,493,456	$50,878 â–²	1.1%	37,094	0.9%	Medical
LLY Eli Lilly and Company	$4,464,564	$11,037 â–¼	-0.2%	4,854	0.9%	Medical
XOM ExxonMobil	$4,420,538	$34,950 â–²	0.8%	26,055	0.9%	Energy
JPM JPMorgan Chase & Co.	$4,359,616	$63,243 â–¼	-1.4%	14,821	0.9%	Finance
FMB First Trust Managed Municipal ETF	$4,240,850	$491,706 â–²	13.1%	83,712	0.8%	Manufacturing
AVGO Broadcom	$3,994,119	$73,352 â–¼	-1.8%	12,905	0.8%	Computer and Technology
ABBV AbbVie	$3,767,249	$14,137 â–¼	-0.4%	17,321	0.7%	Medical
AMZN Amazon.com	$3,593,908	$519,009 â–¼	-12.6%	17,256	0.7%	Retail/Wholesale
SLYV SPDR S&P 600 Small Cap Value ETF	$3,436,186	$18,632 â–²	0.5%	36,331	0.7%	ETF
WALMART INC	$3,389,917	$45,204 â–¼	-1.3%	27,222	0.7%	COM
SLYG SPDR S&P 600 Small Cap Growth ETF	$3,347,497	$29,566 â–²	0.9%	34,646	0.7%	ETF
V Visa	$3,097,804	$80,097 â–¼	-2.5%	10,249	0.6%	Business Services
COST Costco Wholesale	$2,603,778	$13,951 â–¼	-0.5%	2,613	0.5%	Retail/Wholesale
SKYY First Trust Cloud Computing ETF	$2,425,168	$102,689 â–¼	-4.1%	22,176	0.5%	Manufacturing
BAC Bank of America	$2,374,178	$26,325 â–¼	-1.1%	48,701	0.5%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$2,329,596	$1,798,281 â–²	338.5%	24,409	0.5%	ETF
SCHB Schwab US Broad Market ETF	$2,209,977	$178,938 â–¼	-7.5%	88,047	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,205,937	$417,779 â–¼	-15.9%	44,216	0.4%	ETF
META Meta Platforms	$2,138,050	$79,526 â–¼	-3.6%	3,737	0.4%	Computer and Technology
HD Home Depot	$2,005,744	$47,028 â–²	2.4%	6,099	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,974,305		0.0%	4,120	0.4%	Finance
TSLA Tesla	$1,869,531	$372 â–²	0.0%	5,029	0.4%	Auto/Tires/Trucks
CAT Caterpillar	$1,869,080	$38,969 â–¼	-2.0%	2,638	0.4%	Industrials
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,821,484	$149,838 â–¼	-7.6%	34,901	0.4%	ETF
WELL Welltower	$1,795,603	$1,773,064 â–²	7,866.7%	9,082	0.4%	Finance
PLD Prologis	$1,677,630	$1,584,443 â–²	1,700.3%	12,692	0.3%	Finance
ORCL Oracle	$1,671,447	$16,623 â–¼	-1.0%	11,362	0.3%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$1,541,164	$231,702 â–¼	-13.1%	52,906	0.3%	ETF
BMY Bristol Myers Squibb	$1,388,643	$48,035 â–¼	-3.3%	22,896	0.3%	Medical
PEG Public Service Enterprise Group	$1,367,326	$1,619 â–¼	-0.1%	16,891	0.3%	Utilities
NFLX Netflix	$1,355,331	$3,942 â–¼	-0.3%	14,096	0.3%	Consumer Discretionary
UNH UnitedHealth Group	$1,351,467	$33,009 â–²	2.5%	4,995	0.3%	Medical
GS The Goldman Sachs Group	$1,340,251	$20,307 â–¼	-1.5%	1,584	0.3%	Finance
MA Mastercard	$1,308,634	$16,489 â–¼	-1.2%	2,619	0.3%	Business Services
EQIX Equinix	$1,302,740	$1,280,194 â–²	5,678.3%	1,329	0.3%	Finance
PG Procter & Gamble	$1,217,379	$12,567 â–²	1.0%	8,428	0.2%	Consumer Staples
ADP Automatic Data Processing	$1,186,908	$3,073 â–²	0.3%	5,793	0.2%	Computer and Technology
AMGN Amgen	$1,098,520	$32,020 â–¼	-2.8%	3,122	0.2%	Medical
MCK McKesson	$1,068,021	$46,775 â–¼	-4.2%	1,233	0.2%	Medical
VRT Vertiv	$1,045,170	$281,151 â–¼	-21.2%	4,171	0.2%	Computer and Technology
AMT American Tower	$1,029,786	$1,011,665 â–²	5,582.9%	5,967	0.2%	Finance
AMAT Applied Materials	$1,022,637	$1,709 â–²	0.2%	2,992	0.2%	Computer and Technology
LMT Lockheed Martin	$1,002,941	$7,859 â–¼	-0.8%	1,659	0.2%	Aerospace
USFR WisdomTree Floating Rate Treasury Fund	$982,537	$462,675 â–²	89.0%	19,518	0.2%	Finance
DFUS Dimensional U.S. Equity ETF	$982,388	$19,642 â–¼	-2.0%	13,854	0.2%	ETF
NEE NextEra Energy	$973,437	$18,761 â–²	2.0%	10,481	0.2%	Utilities
ABT Abbott Laboratories	$970,245	$6,160 â–²	0.6%	9,450	0.2%	Medical
MCD McDonald's	$934,750	$6,526 â–¼	-0.7%	3,008	0.2%	Retail/Wholesale
CSCO Cisco Systems	$915,080	$18,932 â–¼	-2.0%	11,794	0.2%	Computer and Technology
LINDE PLC	$913,687	$3,304,741 â–¼	-78.3%	1,843	0.2%	SHS
ETN Eaton	$900,971	$6,080 â–²	0.7%	2,519	0.2%	Industrials
DLR Digital Realty Trust	$859,783	$832,751 â–²	3,080.7%	4,771	0.2%	Finance
KO CocaCola	$847,379	$1,149 â–²	0.1%	11,066	0.2%	Consumer Staples
MGK Vanguard Mega Cap Growth ETF	$845,112	$96,269 â–¼	-10.2%	2,300	0.2%	ETF
O Realty Income	$813,083	$759,183 â–²	1,408.5%	13,290	0.2%	Finance
HON Honeywell International	$812,795	$14,240 â–²	1.8%	3,596	0.2%	Multi-Sector Conglomerates
UNP Union Pacific	$809,617	$6,793 â–²	0.8%	3,337	0.2%	Transportation
TSM Taiwan Semiconductor Manufacturing	$804,180	$49,139 â–¼	-5.8%	2,373	0.2%	Computer and Technology
SPG Simon Property Group	$784,733	$779,697 â–²	15,481.5%	4,207	0.2%	Finance
MDT Medtronic	$716,286	$2,009 â–¼	-0.3%	8,200	0.1%	Medical
COP ConocoPhillips	$695,904	$582,648 â–²	514.5%	5,272	0.1%	Energy
TMO Thermo Fisher Scientific	$663,210	$10,332 â–¼	-1.5%	1,348	0.1%	Medical
PFE Pfizer	$662,576	$13,478 â–²	2.1%	23,596	0.1%	Medical
DHR Danaher	$661,389	$8,930 â–²	1.4%	3,481	0.1%	Medical
GILD Gilead Sciences	$658,385	$3,066 â–¼	-0.5%	4,724	0.1%	Medical
SYK Stryker	$657,627	$8,896 â–¼	-1.3%	1,996	0.1%	Medical
PEP PepsiCo	$641,670	$32,146 â–²	5.3%	4,132	0.1%	Consumer Staples
PSA Public Storage	$614,628	$594,312 â–²	2,925.3%	2,269	0.1%	Finance
MS Morgan Stanley	$587,023	$13,495 â–¼	-2.2%	3,567	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$575,501	$4,516 â–²	0.8%	2,676	0.1%	ETF
CHENIERE ENERGY INC	$573,196	$559,008 â–²	3,940.0%	2,020	0.1%	COM NEW
EME EMCOR Group	$571,453	$15,505 â–¼	-2.6%	774	0.1%	Construction
KLAC KLA	$568,406	$2,945 â–¼	-0.5%	386	0.1%	Computer and Technology
GE GE Aerospace	$533,830	$2,843 â–²	0.5%	1,878	0.1%	Aerospace
VTR Ventas	$531,571	$498,041 â–²	1,485.4%	6,500	0.1%	Finance
CEG Constellation Energy	$528,621	$279 â–¼	-0.1%	1,893	0.1%	Energy
ISRG Intuitive Surgical	$520,459	$1,383 â–¼	-0.3%	1,129	0.1%	Medical
CBRE CBRE Group	$519,626	$514,885 â–²	10,860.0%	3,836	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Prestige Wealth Management Group LLC Top Holdings and 13F Report (2026)

About Prestige Wealth Management Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Prestige Wealth Management Group LLC Top Holdings and 13F Report (2026)

About Prestige Wealth Management Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrestige Wealth Management Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools