Prentice Wealth Management LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $393 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $67.5M, Ishares Core U.S. Aggregate Bo with a value of $53.5M, Vanguard Total World Stk Index with a value of $36.8M, Schwab Strategic Us Tips ETF with a value of $26.6M, and Invesco Exchange Traded Fd Tr with a value of $15.8M.
Examining the 13F form we can see an increase of $21.8M in the current position value, from $371M to 393M.
Below you can find more details about Prentice Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$393 Million
ETFs: $309 Million
Technology: $25.8 Million
Financial Services: $17.7 Million
Healthcare: $7.14 Million
Communication Services: $6.23 Million
Consumer Defensive: $6.11 Million
Consumer Cyclical: $5.38 Million
Industrials: $4.58 Million
Other: $3.58 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
