Prestige Wealth Management Group LLC
CIK 1772715
13F filing for Q2 2026・No. 3,667
- Holdings
- US$550.84M
- Quarter change
- +US$41.56M
- Entries
- 1,409
- Net bought (estimate)
- −US$5.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 28
- Sold out 50
- Cut 173
- Added 372
- Corporate actions 2
- Unchanged 528
Largest holdings
1,101 stocks worth US$550.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WISDOMTREE TRUS QTLY DIV GRT | Added | 605,899 | US$57.94M | 10.52% |
| MBBISHARES TRMBS ETF | Added | 361,979 | US$34.21M | 6.21% |
| AAPLAppleCOM | Added | 106,001 | US$30.67M | 5.57% |
| ISHARES TRBROAD USD HIGH | Added | 818,912 | US$30.32M | 5.51% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Cut | 409,324 | US$30.05M | 5.46% |
| WISDOMTREE TRYIELD ENHANCD US | Cut | 674,986 | US$29.35M | 5.33% |
| WISDOMTREE TRUS QUALITY GROW | Added | 360,786 | US$23.82M | 4.33% |
| CLCOLGATE PALMOLIVE COCOM | Cut | 145,809 | US$13.37M | 2.43% |
| VANGUARD INDEX FDSVALUE ETF | Added | 54,640 | US$11.91M | 2.16% |
| SELECT SECTOR SPDR TRST STR CARE ETF | Added | 61,524 | US$9.76M | 1.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.