Prestige Wealth Management Group LLC Portfolio Holdings

Prestige Wealth Management Group LLC

  • $491 Million
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137M
$28,000 0.01% of portfolio
1,800
Q4 2018 New
$231M
$30,000 0.01% of portfolio
1,400
Q1 2025 Added 100.0%
$54M
$0 0.0% of portfolio
20
Q2 2025 New
$165M
$1,000 0.0% of portfolio
605
Q3 2024 Reduced 18.46%
$243M
$0 0.0% of portfolio
1
Q1 2020 New
$281M
$0 0.0% of portfolio
200
Q2 2025 Reduced 42.53%
$238M
$0 0.0% of portfolio
30
Q4 2023 New
$71.7M
$0 0.0% of portfolio
263
Q2 2021 Added 5.2%
$98.5M
$0 0.0% of portfolio
48
Q3 2023 Reduced 78.48%

Summary

  • Portfolio
  • No. of Stocks 1,286
  • Current Value $491 Million
  • Prior Value $465 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email