Prentice Wealth Management LLC Portfolio Holdings

Prentice Wealth Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $338 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $59.5M, Ishares Core U.S. Aggregate Bo with a value of $43.4M, Vanguard Total World Stk Index with a value of $30.8M, Franklin Templeton ETF Tr Libe with a value of $17.8M, and Vanguard Ftse Emerging Mkts Et with a value of $13.1M.

Examining the 13F form we can see an increase of $8.91M in the current position value, from $329M to 338M.

Below you can find more details about Prentice Wealth Management LLC portfolio as well as his latest detailed transactions.