Prestige Wealth Management Group LLC

Est. AUM

$498.5M

13F long equity, this entity only

Positions

1,121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	US QTLY DIV GRT	$53.0M	603626	10.64%	SOLE
2	ISHARES TR	CONV BD ETF	$30.3M	297589	6.08%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$30.3M	410884	6.07%	SOLE
4	ISHARES TR	MBS ETF	$30.0M	316041	6.02%	SOLE
5	WISDOMTREE TR	YIELD ENHANCD US	$29.8M	686094	5.98%	SOLE
6	APPLE INC	COM	$25.4M	100100	5.10%	SOLE
7	WISDOMTREE TR	US QUALITY GROW	$19.2M	359265	3.85%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET COM	$19.1M	172088	3.83%	SOLE
9	COLGATE PALMOLIVE CO	COM	$12.5M	147081	2.51%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET CON	$12.5M	114781	2.51%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$10.6M	54181	2.13%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET HEA	$9.0M	61192	1.80%	SOLE
13	MICROSOFT CORP	COM	$8.3M	22467	1.67%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$8.1M	94745	1.62%	SOLE
15	JOHNSON & JOHNSON	COM	$8.0M	32913	1.61%	SOLE
16	VANGUARD INDEX FDS	GROWTH ETF	$6.6M	15139	1.33%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$6.5M	67613	1.30%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.2M	46778	1.25%	SOLE
19	ALPHABET INC	CAP STK CL A	$5.9M	20554	1.19%	SOLE
20	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$5.8M	241710	1.17%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.7M	116291	1.15%	SOLE
22	MERCK & CO INC	COM	$4.4M	36515	0.89%	SOLE
23	NVIDIA CORPORATION	COM	$4.4M	25062	0.88%	SOLE
24	EXXON MOBIL CORP	COM	$4.3M	25561	0.87%	SOLE
25	ELI LILLY & CO	COM	$4.3M	4684	0.86%	SOLE
26	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$4.2M	83712	0.85%	SOLE
27	JPMORGAN CHASE & CO	COM	$4.1M	13963	0.82%	SOLE
28	BROADCOM INC	COM	$3.7M	11894	0.74%	SOLE
29	ABBVIE INC	COM	$3.7M	16880	0.74%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	36331	0.69%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$3.3M	34646	0.67%	SOLE
32	WALMART INC	COM	$3.2M	25780	0.64%	SOLE
33	AMAZON COM INC	COM	$3.2M	15205	0.64%	SOLE
34	VISA INC	COM CL A	$3.0M	9805	0.59%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$2.5M	2504	0.50%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$2.4M	22176	0.49%	SOLE
37	ISHARES TR	7-10 YR TRSY BD	$2.3M	24239	0.46%	SOLE
38	BANK AMERICA CORP	COM	$2.2M	46136	0.45%	SOLE
39	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.2M	88047	0.44%	SOLE
40	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	44216	0.44%	SOLE
41	HOME DEPOT INC	COM	$1.9M	5901	0.39%	SOLE
42	PIMCO ETF TR	INTER MUN BD ACT	$1.8M	34901	0.37%	SOLE
43	META PLATFORMS INC	CL A	$1.8M	3169	0.36%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3782	0.36%	SOLE
45	WELLTOWER INC	COM	$1.8M	8985	0.36%	SOLE
46	CATERPILLAR INC	COM	$1.7M	2469	0.35%	SOLE
47	TESLA INC	COM	$1.7M	4484	0.33%	SOLE
48	PROLOGIS INC.	COM	$1.6M	12474	0.33%	SOLE
49	ORACLE CORP	COM	$1.6M	11007	0.32%	SOLE
50	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.5M	52906	0.31%	SOLE

1–50 of 1,121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.