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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.9B
$266,000 0.05% of portfolio
2,197
Q3 2025 Added 8,350.0%
$303B
$245,000 0.05% of portfolio
1,580
Q3 2025 Added 118.53%
$18.6B
$250,000 0.05% of portfolio
1,921
Q3 2025 Added 2,058.43%
$10B
$226,000 0.05% of portfolio
7,377
Q3 2025 Reduced 28.57%
$0
$228,000 0.05% of portfolio
625
Q1 2025 Reduced 19.77%
$76.2B
$226,000 0.05% of portfolio
3,618
Q3 2025 Added 1.46%
$57.9B
$268,000 0.05% of portfolio
1,252
Q3 2025 Added 0.56%
$19.3B
$226,000 0.05% of portfolio
2,433
Q3 2025 Added 1.04%
$17.4B
$228,000 0.05% of portfolio
7,795
Q3 2025 Reduced 0.46%
$55.9B
$229,000 0.05% of portfolio
240
Q4 2023 Added 0.84%
$0
$205,000 0.04% of portfolio
308
Q3 2025 Added 9.61%
$89.3B
$199,000 0.04% of portfolio
1,834
Q3 2025 Reduced 0.7%
$114B
$203,000 0.04% of portfolio
944
Q3 2025 Added 0.21%
$86.7B
$177,000 0.04% of portfolio
291
Q2 2024 Added 0.69%
$78.2B
$200,000 0.04% of portfolio
620
Q3 2025 Reduced 0.32%
$190B
$184,000 0.04% of portfolio
1,816
Q3 2024 Reduced 72.43%
$141B
$198,000 0.04% of portfolio
7,797
Q3 2025 Reduced 1.05%
$0
$216,000 0.04% of portfolio
7,308
Q2 2025 Reduced 57.53%
$0
$201,000 0.04% of portfolio
2,499
Q1 2025 Reduced 6.61%
$9.63B
$199,000 0.04% of portfolio
7,153
Q3 2025 Reduced 29.74%
$136B
$169,000 0.03% of portfolio
398
Q2 2024 Reduced 16.74%
$67.3B
$154,000 0.03% of portfolio
555
Q3 2025 Reduced 0.54%
$0
$133,000 0.03% of portfolio
1,273
Q2 2025 Added 10.41%
$0
$151,000 0.03% of portfolio
3,740
Q3 2024 Reduced 39.09%
$0
$171,000 0.03% of portfolio
7,318
Q3 2025 Reduced 2.76%
$82.8B
$139,000 0.03% of portfolio
483
Q3 2025 Reduced 1.63%
$156B
$127,000 0.03% of portfolio
1,145
Q3 2025 Added 2.14%
$317B
$134,000 0.03% of portfolio
1,604
Q3 2024 Reduced 84.94%
$23.3B
$166,000 0.03% of portfolio
6,304
Q4 2023 Reduced 6.54%
$266B
$137,000 0.03% of portfolio
487
Q2 2025 Reduced 1.22%
$0
$152,000 0.03% of portfolio
1,519
Q4 2024 Reduced 86.93%
$9.13B
$170,000 0.03% of portfolio
4,823
Q3 2025 Reduced 31.18%
$92.7B
$142,000 0.03% of portfolio
549
Q2 2025 Added 37.25%
$39.9B
$125,000 0.03% of portfolio
1,211
Q3 2025 Added 11.51%
$103B
$125,000 0.03% of portfolio
1,660
Q2 2025 Added 2.6%
$0
$152,000 0.03% of portfolio
1,093
Q4 2023 Reduced 0.45%
$7.41B
$157,000 0.03% of portfolio
1,700
Q4 2023 Reduced 1.39%
$0
$135,000 0.03% of portfolio
225
Q3 2025 Reduced 6.64%
$0
$158,000 0.03% of portfolio
13,641
Q3 2025 New
$0
$153,000 0.03% of portfolio
404
Q3 2025 Added 0.25%
$0
$160,000 0.03% of portfolio
1,144
Q3 2025 Reduced 2.31%
$0
$166,000 0.03% of portfolio
1,750
Q3 2023 Reduced 21.7%
$17.1B
$104,000 0.02% of portfolio
1,231
Q1 2025 Reduced 1.68%
$28.9B
$92,000 0.02% of portfolio
1,032
Q2 2024 Reduced 63.67%
$0
$94,000 0.02% of portfolio
396
Q3 2023 Reduced 32.42%
$0
$104,000 0.02% of portfolio
3,832
Q2 2025 Added 2.68%
$75.4B
$78,000 0.02% of portfolio
598
Q3 2025 Added 3.1%
$113B
$86,000 0.02% of portfolio
917
Q3 2025 Added 0.66%
$342B
$97,000 0.02% of portfolio
532
Q3 2025 Reduced 0.19%

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
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