13F Insight
DOSSIER · 13F-HR · Q1 2026

Prestige Wealth Management Group LLC

$509M in tracked AUM across 1,407 positions as of Q1 2026.

PW
CIK 0001772715 · last filed Mar 31, 2026
Total AUM
$509M
as of Q1 2026
Holdings
1,407
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Prestige Wealth Management Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$53M604K10.4%02
ICVT
ISHARES TR
$30M298K5.9%03
BND
VANGUARD BD INDEX FDS
$30M411K5.9%04
MBB
ISHARES TR
$30M316K5.9%05
AGGY
WISDOMTREE TR
$30M686K5.9%06
AAPL
APPLE INC
$26M103K5.1%07
QGRW
WISDOMTREE TR
$19M359K3.8%08
XLC
SELECT SECTOR SPDR TR
$19M172K3.7%09
CL
COLGATE PALMOLIVE CO
$13M147K2.5%10
XLY
SELECT SECTOR SPDR TR
$13M115K2.5%

Filing history

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 positionsLocked2023Q2Jun 30
$422M▲ 6.1%
1,398 positionsLocked
Showing 12 of 30