Prestige Wealth Management Group LLC

Institutional manager (13F) · CIK 1772715

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $429M

#	Issuer	Value	Shares
1	WISDOMTREE TR	$53M	603,626
2	ISHARES TR	$30M	297,589
3	VANGUARD BD INDEX FDS	$30M	410,884
4	ISHARES TR	$30M	316,041
5	WISDOMTREE TR	$30M	686,094
6	APPLE INC	$26M	103,290
7	WISDOMTREE TR	$19M	359,265
8	SELECT SECTOR SPDR TR	$19M	172,088
9	COLGATE PALMOLIVE CO	$13M	147,209
10	SELECT SECTOR SPDR TR	$13M	114,781
11	VANGUARD INDEX FDS	$11M	54,181
12	SELECT SECTOR SPDR TR	$9M	61,192
13	MICROSOFT CORP	$9M	24,169
14	JOHNSON & JOHNSON	$8M	33,485
15	SPDR SERIES TRUST	$8M	94,745
16	VANGUARD INDEX FDS	$7M	15,139
17	SPDR SERIES TRUST	$6M	67,613
18	ALPHABET INC	$6M	21,896
19	SELECT SECTOR SPDR TR	$6M	46,778
20	NEW YORK LIFE INVTS ACTIVE E	$6M	241,710
21	SELECT SECTOR SPDR TR	$6M	116,291
22	NVIDIA CORPORATION	$5M	30,751
23	MERCK & CO INC	$4M	37,094
24	ELI LILLY & CO	$4M	4,854
25	EXXON MOBIL CORP	$4M	26,055
26	JPMORGAN CHASE & CO	$4M	14,821
27	FIRST TR EXCH TRADED FD III	$4M	83,712
28	BROADCOM INC	$4M	12,905
29	ABBVIE INC	$4M	17,321
30	AMAZON COM INC	$4M	17,256
31	SPDR SERIES TRUST	$3M	36,331
32	WALMART INC	$3M	27,222
33	SPDR SERIES TRUST	$3M	34,646
34	VISA INC	$3M	10,249
35	COSTCO WHOLESALE CORPORATION	$3M	2,613
36	FIRST TR EXCHANGE-TRADED FD	$2M	22,176
37	BANK AMERICA CORP	$2M	48,701
38	ISHARES TR	$2M	24,409
39	SCHWAB STRATEGIC TR	$2M	88,047
40	VANGUARD MUN BD FDS	$2M	44,216
41	META PLATFORMS INC	$2M	3,737
42	HOME DEPOT INC	$2M	6,099
43	BERKSHIRE HATHAWAY INC DEL	$2M	4,120
44	TESLA INC	$2M	5,029
45	CATERPILLAR INC	$2M	2,638
46	PIMCO ETF TR	$2M	34,901
47	WELLTOWER INC	$2M	9,082
48	PROLOGIS INC.	$2M	12,692
49	ORACLE CORP	$2M	11,362
50	SCHWAB STRATEGIC TR	$2M	52,906

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.