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
$0
$55.6 Million 11.33% of portfolio
625,450
Q3 2025 Reduced 2.65%
$0
$32 Million 6.53% of portfolio
320,192
Q3 2025 Added 1.13%
$0
$28.3 Million 5.76% of portfolio
380,269
Q3 2025 Added 0.96%
$0
$28.1 Million 5.73% of portfolio
744,649
Q3 2025 Added 2.58%
$0
$28.1 Million 5.72% of portfolio
634,574
Q3 2025 Added 1.04%
$4.3T
$26.6 Million 5.41% of portfolio
104,309
Q3 2025 Reduced 1.08%
$3.78T
$13 Million 2.65% of portfolio
25,161
Q3 2025 Added 1.03%
$0
$13 Million 2.64% of portfolio
144,793
Q3 2025 Reduced 0.45%
$0
$12.3 Million 2.5% of portfolio
161,524
Q3 2025 Added 2.75%
$65.7B
$11.8 Million 2.4% of portfolio
147,208
Q3 2025 Reduced 1.62%
$0
$9.69 Million 1.97% of portfolio
51,984
Q3 2025 Reduced 2.37%
$1.65T
$9.4 Million 1.91% of portfolio
38,661
Q3 2025 Added 5.39%
$0
$8.67 Million 1.77% of portfolio
18,083
Q3 2025 Reduced 2.6%
$0
$8.29 Million 1.69% of portfolio
59,576
Q3 2025 Reduced 2.08%
$0
$8.07 Million 1.64% of portfolio
96,744
Q3 2025 Reduced 2.41%
$0
$7.95 Million 1.62% of portfolio
67,130
Q3 2025 Reduced 2.31%
$465B
$6.85 Million 1.39% of portfolio
36,691
Q3 2025 Reduced 32.72%
$0
$6.38 Million 1.3% of portfolio
69,643
Q3 2025 Reduced 2.6%
$0
$5.98 Million 1.22% of portfolio
246,226
Q3 2025 Reduced 5.23%
$522B
$5.12 Million 1.04% of portfolio
27,624
Q3 2025 Added 3.34%
$1.37T
$5.03 Million 1.02% of portfolio
6,852
Q3 2025 Added 1.09%
$881B
$4.57 Million 0.93% of portfolio
14,483
Q3 2025 Added 1.19%
$2.39T
$4.52 Million 0.92% of portfolio
20,594
Q3 2025 Reduced 0.71%
$0
$4.4 Million 0.9% of portfolio
86,849
Q3 2025 Reduced 5.09%
$139B
$4.2 Million 0.86% of portfolio
12,730
Q3 2025 Added 2.18%
$533B
$3.59 Million 0.73% of portfolio
10,526
Q3 2025 Added 0.64%
$0
$3.58 Million 0.73% of portfolio
59,654
Q3 2025 Reduced 1.88%
$593B
$3.21 Million 0.65% of portfolio
11,396
Q3 2025 Added 0.72%
$0
$3.2 Million 0.65% of portfolio
33,898
Q3 2025 Reduced 2.48%
$0
$3.16 Million 0.64% of portfolio
35,679
Q3 2025 Reduced 2.1%
$0
$3.08 Million 0.63% of portfolio
22,910
Q3 2025 Reduced 2.44%
$490B
$2.88 Million 0.59% of portfolio
25,512
Q3 2025 Added 0.92%
$414B
$2.82 Million 0.58% of portfolio
12,196
Q3 2025 Added 165.13%
$279B
$2.78 Million 0.57% of portfolio
26,928
Q3 2025 Reduced 0.11%
$49.1B
$2.77 Million 0.56% of portfolio
2,312
Q3 2025 Added 3.21%
$404B
$2.6 Million 0.53% of portfolio
2,804
Q3 2025 Added 0.65%
$235B
$2.5 Million 0.51% of portfolio
29,765
Q3 2025 Reduced 0.35%
$367B
$2.46 Million 0.5% of portfolio
6,072
Q3 2025 Added 2.43%
$0
$2.45 Million 0.5% of portfolio
95,347
Q3 2025 Reduced 0.04%
$413B
$2.41 Million 0.49% of portfolio
46,794
Q3 2025 Added 1.92%
$1.29T
$2.18 Million 0.44% of portfolio
4,912
Q3 2025 Added 5.25%
$662B
$2.06 Million 0.42% of portfolio
4,093
Q2 2025 Added 0.1%
$0
$1.95 Million 0.4% of portfolio
61,074
Q3 2025 Reduced 3.39%
$104B
$1.72 Million 0.35% of portfolio
5,868
Q3 2025 Added 0.32%
$114B
$1.57 Million 0.32% of portfolio
13,678
Q3 2025 Added 2.9%
$971B
$1.58 Million 0.32% of portfolio
2,068
Q3 2025 Added 1.22%
$89.8B
$1.55 Million 0.32% of portfolio
8,726
Q3 2025 Added 4.18%
$512B
$1.49 Million 0.3% of portfolio
2,619
Q3 2025 Added 0.61%
$0
$1.43 Million 0.29% of portfolio
28,513
Q3 2025 Added 18.22%

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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