13F Insight
DOSSIER · 13F-HR · Q2 2026

Prestige Wealth Management Group LLC

$551M in tracked AUM across 1,409 positions as of Q2 2026.

PW
CIK 0001772715 · last filed Jun 30, 2026
Total AUM
$551M
as of Q2 2026
Holdings
1,409
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Prestige Wealth Management Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$58M606K10.5%02
MBB
ISHARES TR
$34M362K6.2%03
AAPL
APPLE INC
$31M106K5.6%04
USHY
ISHARES TR
$30M819K5.5%05
BND
VANGUARD BD INDEX FDS
$30M409K5.5%06
AGGY
WISDOMTREE TR
$29M675K5.3%07
QGRW
WISDOMTREE TR
$24M361K4.3%08
CL
COLGATE PALMOLIVE CO
$13M146K2.4%09
VTV
VANGUARD INDEX FDS
$12M55K2.2%10
XLV
SELECT SECTOR SPDR TR
$10M62K1.8%

Filing history

2026Q2Jun 30
$551M▲ 8.2%
1,409 positionsView →2026Q1Mar 31
$509M▼ 2.8%
1,407 positionsView →2025Q4Dec 31
$524M▲ 1.1%
1,300 positionsView →2025Q3Sep 30
$518M▲ 5.6%
1,286 positionsView →2025Q2Jun 30
$491M▲ 4.9%
1,299 positionsLocked2025Q1Mar 31
$468M▼ 2.7%
1,297 positionsLocked2024Q4Dec 31
$481M▼ 0.5%
1,334 positionsLocked2024Q3Sep 30
$484M▲ 4.4%
1,324 positionsLocked2024Q2Jun 30
$463M▼ 0.2%
1,263 positionsLocked2024Q1Mar 31
$464M▲ 5.3%
1,369 positionsLocked2023Q4Dec 31
$441M▲ 8.7%
1,360 positionsLocked2023Q3Sep 30
$406M▼ 3.9%
1,388 positionsLocked
Showing 12 of 31