Prestige Wealth Management Group Llc Portfolio Stock Holdings
Prestige Wealth Management Group Llc disclosed 1123 stock positions valued at approximately $509.3 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, ISHARES TR, and VANGUARD BD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1123
- Portfolio Value
- $509.3M
Holdings by Sector
Prestige Wealth Management Group Llc Portfolio Holdings in Q1 2026
1096 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | DGRW | Other | 10.41% | 603,626 | -19,720 | -3.16% | $53,022,507 |
| ISHARES TR | ICVT | Other | 5.95% | 297,589 | +2,570 | +0.87% | $30,291,585 |
| VANGUARD BD INDEX FDS | BND | Other | 5.94% | 410,884 | +22,303 | +5.74% | $30,257,498 |
| ISHARES TR | MBB | Other | 5.89% | 316,041 | +314,291 | +17959.49% | $30,008,093 |
| WISDOMTREE TR | AGGY | Other | 5.85% | 686,094 | +51,433 | +8.10% | $29,810,797 |
| APPLE INC | AAPL | Technology | 5.15% | 103,290 | -500 | -0.48% | $26,213,989 |
| WISDOMTREE TR | QGRW | Other | 3.77% | 359,265 | -23,346 | -6.10% | $19,195,529 |
| SELECT SECTOR SPDR TR | XLC | Other | 3.75% | 172,088 | +107,038 | +164.55% | $19,077,676 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 2.46% | 147,209 | +87 | +0.06% | $12,546,651 |
| SELECT SECTOR SPDR TR | XLY | Other | 2.46% | 114,781 | +114,125 | +17397.10% | $12,508,834 |
| VANGUARD INDEX FDS | VTV | Other | 2.09% | 54,181 | +1,558 | +2.96% | $10,630,313 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.76% | 61,192 | -307 | -0.50% | $8,971,399 |
| MICROSOFT CORP | MSFT | Technology | 1.76% | 24,169 | -733 | -2.94% | $8,946,481 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.61% | 33,485 | -544 | -1.60% | $8,184,967 |
| SPDR SERIES TRUST | MDYV | Other | 1.58% | 94,745 | -2,304 | -2.37% | $8,067,537 |
| VANGUARD INDEX FDS | VUG | Other | 1.30% | 15,139 | -2,790 | -15.56% | $6,612,651 |
| SPDR SERIES TRUST | MDYG | Other | 1.27% | 67,613 | -1,829 | -2.63% | $6,488,096 |
| ALPHABET INC | GOOGL | Communication Services | 1.24% | 21,896 | -3,911 | -15.15% | $6,296,542 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.22% | 46,778 | -6,563 | -12.30% | $6,216,850 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 1.15% | 241,710 | +27,258 | +12.71% | $5,843,724 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.13% | 116,291 | -139,482 | -54.53% | $5,741,287 |
| NVIDIA CORPORATION | NVDA | Technology | 1.05% | 30,751 | -6,310 | -17.03% | $5,363,289 |
| MERCK & CO INC | MRK | Healthcare | 0.88% | 37,094 | +420 | +1.15% | $4,493,456 |
| ELI LILLY & CO | LLY | Healthcare | 0.88% | 4,854 | -12 | -0.25% | $4,464,564 |
| EXXON MOBIL CORP | XOM | Energy | 0.87% | 26,055 | +206 | +0.80% | $4,420,538 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.86% | 14,821 | -215 | -1.43% | $4,359,616 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.83% | 83,712 | +9,706 | +13.12% | $4,240,850 |
| BROADCOM INC | AVGO | Technology | 0.78% | 12,905 | -237 | -1.80% | $3,994,119 |
| ABBVIE INC | ABBV | Healthcare | 0.74% | 17,321 | -65 | -0.37% | $3,767,249 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.71% | 17,256 | -2,492 | -12.62% | $3,593,908 |
| SPDR SERIES TRUST | SLYV | Other | 0.67% | 36,331 | +197 | +0.55% | $3,436,186 |
| WALMART INC | WMT | Consumer Defensive | 0.67% | 27,222 | -363 | -1.32% | $3,389,917 |
| SPDR SERIES TRUST | SLYG | Other | 0.66% | 34,646 | +306 | +0.89% | $3,347,497 |
| VISA INC | V | Financial Services | 0.61% | 10,249 | -265 | -2.52% | $3,097,804 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.51% | 2,613 | -14 | -0.53% | $2,603,778 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.48% | 22,176 | -939 | -4.06% | $2,425,168 |
| BANK AMERICA CORP | BAC | Financial Services | 0.47% | 48,701 | -540 | -1.10% | $2,374,178 |
| ISHARES TR | IEF | Other | 0.46% | 24,409 | +18,842 | +338.46% | $2,329,596 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.43% | 88,047 | -7,129 | -7.49% | $2,209,977 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.43% | 44,216 | -8,374 | -15.92% | $2,205,937 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 3,737 | -139 | -3.59% | $2,138,050 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 6,099 | +143 | +2.40% | $2,005,744 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 4,120 | - | - | $1,974,305 |
| TESLA INC | TSLA | Consumer Cyclical | 0.37% | 5,029 | +1 | +0.02% | $1,869,531 |
| CATERPILLAR INC | CAT | Industrials | 0.37% | 2,638 | -55 | -2.04% | $1,869,080 |
| PIMCO ETF TR | MUNI | Other | 0.36% | 34,901 | -2,871 | -7.60% | $1,821,484 |
| WELLTOWER INC | WELL | Real Estate | 0.35% | 9,082 | +8,968 | +7866.67% | $1,795,603 |
| PROLOGIS INC. | PLD | Real Estate | 0.33% | 12,692 | +11,987 | +1700.28% | $1,677,630 |
| ORACLE CORP | ORCL | Technology | 0.33% | 11,362 | -113 | -0.98% | $1,671,447 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.30% | 52,906 | -7,954 | -13.07% | $1,541,164 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.27% | 22,896 | -792 | -3.34% | $1,388,643 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.27% | 16,891 | -20 | -0.12% | $1,367,326 |
| NETFLIX INC. | NFLX | Communication Services | 0.27% | 14,096 | -41 | -0.29% | $1,355,331 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.27% | 4,995 | +122 | +2.50% | $1,351,467 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.26% | 1,584 | -24 | -1.49% | $1,340,251 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.26% | 2,619 | -33 | -1.24% | $1,308,634 |
| EQUINIX INC | EQIX | Real Estate | 0.26% | 1,329 | +1,306 | +5678.26% | $1,302,740 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.24% | 8,428 | +87 | +1.04% | $1,217,379 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.23% | 5,793 | +15 | +0.26% | $1,186,908 |
| AMGEN INC | AMGN | Healthcare | 0.22% | 3,122 | -91 | -2.83% | $1,098,520 |
| MCKESSON CORP | MCK | Healthcare | 0.21% | 1,233 | -54 | -4.20% | $1,068,021 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.21% | 4,171 | -1,122 | -21.20% | $1,045,170 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.20% | 5,967 | +5,862 | +5582.86% | $1,029,786 |
| APPLIED MATLS INC | AMAT | Technology | 0.20% | 2,992 | +5 | +0.17% | $1,022,637 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.20% | 1,659 | -13 | -0.78% | $1,002,941 |
| WISDOMTREE TR | USFR | Other | 0.19% | 19,518 | +9,191 | +89.00% | $982,537 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.19% | 13,854 | -277 | -1.96% | $982,388 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.19% | 10,481 | +202 | +1.97% | $973,437 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.19% | 9,450 | +60 | +0.64% | $970,245 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.18% | 3,008 | -21 | -0.69% | $934,750 |
| CISCO SYS INC | CSCO | Technology | 0.18% | 11,794 | -244 | -2.03% | $915,080 |
| LINDE PLC | LIN | Other | 0.18% | 1,843 | -6,666 | -78.34% | $913,687 |
| EATON CORP PLC | ETN | Other | 0.18% | 2,519 | +17 | +0.68% | $900,971 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.17% | 4,771 | +4,621 | +3080.67% | $859,783 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 11,066 | +15 | +0.14% | $847,379 |
| VANGUARD WORLD FD | MGK | Other | 0.17% | 2,300 | -262 | -10.23% | $845,112 |
| REALTY INCOME CORP | O | Real Estate | 0.16% | 13,290 | +12,409 | +1408.51% | $813,083 |
| HONEYWELL INTL INC | HON | Industrials | 0.16% | 3,596 | +63 | +1.78% | $812,795 |
| UNION PAC CORP | UNP | Industrials | 0.16% | 3,337 | +28 | +0.85% | $809,617 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.16% | 2,373 | -145 | -5.76% | $804,180 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.15% | 4,207 | +4,180 | +15481.48% | $784,733 |
| MEDTRONIC PLC | MDT | Other | 0.14% | 8,200 | -23 | -0.28% | $716,286 |
| CONOCOPHILLIPS | COP | Energy | 0.14% | 5,272 | +4,414 | +514.45% | $695,904 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.13% | 1,348 | -21 | -1.53% | $663,210 |
| PFIZER INC | PFE | Healthcare | 0.13% | 23,596 | +480 | +2.08% | $662,576 |
| DANAHER CORP DEL | DHR | Healthcare | 0.13% | 3,481 | +47 | +1.37% | $661,389 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.13% | 4,724 | -22 | -0.46% | $658,385 |
| STRYKER CORPORATION | SYK | Healthcare | 0.13% | 1,996 | -27 | -1.33% | $657,627 |
| PEPSICO INC | PEP | Consumer Defensive | 0.13% | 4,132 | +207 | +5.27% | $641,670 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.12% | 2,269 | +2,194 | +2925.33% | $614,628 |
| MORGAN STANLEY | MS | Financial Services | 0.12% | 3,567 | -82 | -2.25% | $587,023 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.11% | 2,676 | +21 | +0.79% | $575,501 |
| CHENIERE ENERGY INC | LNG | Energy | 0.11% | 2,020 | +1,970 | +3940.00% | $573,196 |
| EMCOR GROUP INC | EME | Industrials | 0.11% | 774 | -21 | -2.64% | $571,453 |
| KLA CORP | KLAC | Technology | 0.11% | 386 | -2 | -0.52% | $568,406 |
| GE AEROSPACE | GE | Industrials | 0.10% | 1,878 | +10 | +0.54% | $533,830 |
| VENTAS INC | VTR | Real Estate | 0.10% | 6,500 | +6,090 | +1485.37% | $531,571 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.10% | 1,893 | -1 | -0.05% | $528,621 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.10% | 1,129 | -3 | -0.27% | $520,459 |
| CBRE GROUP INC | CBRE | Real Estate | 0.10% | 3,836 | +3,801 | +10860.00% | $519,626 |