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Filers›Hedge Fund›Prestige Wealth Management Group LLC
DOSSIER · 13F-HR · Q1 2026

Prestige Wealth Management Group LLC

Prestige Wealth's hedge fund based in Greenwich, CT — $509M in tracked AUM across 1,407 positions as of Q1 2026.

PW
Prestige Wealth·Greenwich, CT·Hedge Fund
CIK 0001772715 · last filed Mar 31, 2026
Total AUM
$509M
▲ 5.7%
vs prior
Holdings
1,407
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Prestige
haiku-4-5 · 1,407 positions indexed
Sector mix
  • Tech27%
  • Health Care6%
  • Cons. Disc.48%
  • Communications15%
  • Energy5%
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