Prestige Wealth Management Group LLC 13F Holdings · Q2 2026
Prestige Wealth Management Group LLC reported 1,101 securities worth $550.84M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DGRW (10.52%), MBB (6.21%), AAPL (5.57%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $57.9M | 10.52% | 605,899 | Added |
| 2 | MBB | ISHARES TR | $34.2M | 6.21% | 361,979 | Added |
| 3 | AAPL | APPLE INC | $30.7M | 5.57% | 106,001 | Added |
| 4 | USHY | ISHARES TR | $30.3M | 5.50% | 818,912 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $30.0M | 5.45% | 409,324 | Trimmed |
| 6 | AGGY | WISDOMTREE TR | $29.3M | 5.33% | 674,986 | Trimmed |
| 7 | QGRW | WISDOMTREE TR | $23.8M | 4.32% | 360,786 | Added |
| 8 | CL | COLGATE PALMOLIVE CO | $13.4M | 2.43% | 145,809 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $11.9M | 2.16% | 54,640 | Added |
| 10 | XLV | SELECT SECTOR SPDR TR | $9.8M | 1.77% | 61,524 | Added |
| 11 | MSFT | MICROSOFT CORP | $9.5M | 1.73% | 25,555 | Added |
| 12 | MDYV | SPDR SERIES TRUST | $9.1M | 1.64% | 95,461 | Added |
| 13 | XLK | SELECT SECTOR SPDR TR | $8.9M | 1.62% | 46,870 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $8.4M | 1.53% | 33,173 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $8.1M | 1.47% | 22,643 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $7.8M | 1.42% | 90,898 | Added |
| 17 | MDYG | SPDR SERIES TRUST | $7.6M | 1.38% | 68,008 | Added |
| 18 | XLP | SELECT SECTOR SPDR TR | $7.5M | 1.36% | 90,130 | Added |
| 19 | XLB | SELECT SECTOR SPDR TR | $7.3M | 1.32% | 143,571 | Added |
| 20 | XLC | SELECT SECTOR SPDR TR | $6.5M | 1.19% | 61,053 | Trimmed |
| 21 | XLF | SELECT SECTOR SPDR TR | $6.3M | 1.14% | 116,693 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $6.2M | 1.13% | 31,211 | Added |
| 23 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $6.0M | 1.10% | 247,572 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.01% | 17,005 | Added |
| 25 | LLY | ELI LILLY & CO | $5.4M | 0.98% | 4,518 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR