Prentice Wealth Management LLC Portfolio Holdings
Prentice Wealth Management LLC
- $393 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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