Prestige Wealth Management Group LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Million distributed in 1286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $55.6M, Ishares Tr Convertible Bond Et with a value of $32M, Vanguard Bd Index Fd Inc Total with a value of $28.3M, Ishares Tr Broad Usd High Yiel with a value of $28.1M, and Wisdomtree Yield Enhanced U.S. with a value of $28.1M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $465M to 491M.
Below you can find more details about Prestige Wealth Management Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$491 Million
ETFs: $296 Million
Technology: $62.1 Million
Communication Services: $26.6 Million
Financial Services: $21 Million
Consumer Defensive: $20.9 Million
Healthcare: $18.5 Million
Real Estate: $14 Million
Consumer Cyclical: $12.3 Million
Other: $19.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
