Prentice Wealth Management LLC

Portfolio Overview

Prentice Wealth Management LLC reported a substantial expansion in assets under management, with the total portfolio value growing by 245.6% from approximately $126.64M to $437.64M for the period ending December 31, 2025. The portfolio currently consists of 114 holdings, indicating a diversified approach. The massive growth in AUM, combined with a high turnover rate (24 new positions and 24 exits), suggests a significant capital inflow event or a major...