Prestige Wealth Management Group LLC Portfolio Holdings

Prestige Wealth Management Group LLC

  • $465 Million
  • Q2 2025

Prestige Wealth Management Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $465 Million distributed in 1299 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 $53.8M, Ishares Tr Convertible Bond Et with a value of $28.5M, Vanguard Bd Index Fd Inc Total with a value of $27.7M, Wisdomtree Yield Enhanced U.S. with a value of $27.4M, and Ishares Tr Broad Usd High Yiel with a value of $27.2M.

Examining the 13F form we can see an increase of $18.2M in the current position value, from $447M to 465M.

Below you can find more details about Prestige Wealth Management Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $465 Million
ETFs: $284 Million
Technology: $56.3 Million
Communication Services: $24.1 Million
Consumer Defensive: $23.4 Million
Financial Services: $19.4 Million
Healthcare: $15.4 Million
Real Estate: $13.3 Million
Consumer Cyclical: $11.1 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.8 Million 11.56% of portfolio
642,467
Q2 2025 Added 1.75%
$0
$28.5 Million 6.13% of portfolio
316,618
Q2 2025 Reduced 0.69%
$0
$27.7 Million 5.96% of portfolio
376,659
Q2 2025 Reduced 3.25%
$0
$27.4 Million 5.89% of portfolio
628,018
Q2 2025 Reduced 3.9%
$0
$27.2 Million 5.85% of portfolio
725,945
Q2 2025 Reduced 4.13%
$3.69T
$21.6 Million 4.65% of portfolio
105,450
Q2 2025 Reduced 2.47%
$70.9B
$13.6 Million 2.92% of portfolio
149,630
Q2 2025 Added 1.35%
$0
$12.8 Million 2.74% of portfolio
145,452
Q2 2025 Added 32,366.96%
$3.95T
$12.4 Million 2.66% of portfolio
24,905
Q2 2025 Added 0.32%
$0
$12 Million 2.57% of portfolio
157,194
Q2 2025 Reduced 3.67%
$0
$9.41 Million 2.02% of portfolio
53,247
Q2 2025 Added 5.22%
$456B
$8.62 Million 1.85% of portfolio
54,534
Q2 2025 Added 1.04%
$0
$8.2 Million 1.76% of portfolio
60,844
Q2 2025 Reduced 58.86%
$0
$8.14 Million 1.75% of portfolio
18,566
Q2 2025 Added 1.72%
$0
$7.87 Million 1.69% of portfolio
99,136
Q2 2025 Added 2.14%
$0
$7.46 Million 1.6% of portfolio
68,719
Q2 2025 Added 2.11%
$1.21T
$6.46 Million 1.39% of portfolio
36,683
Q2 2025 Reduced 0.27%
$0
$6.2 Million 1.33% of portfolio
259,805
Q2 2025 Reduced 5.68%
$0
$6.21 Million 1.33% of portfolio
71,502
Q2 2025 Added 0.84%
$1.78T
$5 Million 1.07% of portfolio
6,778
Q2 2025 Reduced 10.56%
$2.26T
$4.55 Million 0.98% of portfolio
20,741
Q2 2025 Reduced 3.0%
$0
$4.56 Million 0.98% of portfolio
91,504
Q2 2025 Reduced 7.0%
$859B
$4.15 Million 0.89% of portfolio
14,312
Q2 2025 Reduced 2.75%
$452B
$4.08 Million 0.88% of portfolio
26,732
Q2 2025 Reduced 7.16%
$0
$3.81 Million 0.82% of portfolio
60,797
Q2 2025 Added 2.86%
$551B
$3.71 Million 0.8% of portfolio
10,459
Q2 2025 Added 2.2%
$127B
$3.43 Million 0.74% of portfolio
12,458
Q2 2025 Reduced 2.01%
$0
$3.08 Million 0.66% of portfolio
34,759
Q2 2025 Added 1.15%
$545B
$3 Million 0.64% of portfolio
2,240
Q2 2025 Reduced 6.39%
$0
$2.91 Million 0.62% of portfolio
36,446
Q2 2025 Added 1.77%
$0
$2.86 Million 0.61% of portfolio
23,483
Q2 2025 Added 7.32%
$439B
$2.76 Million 0.59% of portfolio
2,786
Q2 2025 Added 3.84%
$442B
$2.73 Million 0.59% of portfolio
25,280
Q2 2025 Added 6.25%
$281B
$2.64 Million 0.57% of portfolio
26,959
Q2 2025 Reduced 4.08%
$684B
$2.47 Million 0.53% of portfolio
11,315
Q2 2025 Reduced 0.08%
$203B
$2.36 Million 0.51% of portfolio
29,870
Q2 2025 Reduced 6.18%
$0
$2.27 Million 0.49% of portfolio
95,388
Q2 2025 Reduced 9.43%
$381B
$2.17 Million 0.47% of portfolio
45,914
Q2 2025 Reduced 2.83%
$405B
$2.17 Million 0.47% of portfolio
5,928
Q2 2025 Reduced 1.53%
$621B
$1.99 Million 0.43% of portfolio
4,093
Q2 2025 Added 0.1%
$0
$1.85 Million 0.4% of portfolio
63,219
Q2 2025 Reduced 4.61%
$124B
$1.8 Million 0.39% of portfolio
5,849
Q2 2025 Added 3.95%
$608B
$1.59 Million 0.34% of portfolio
2,043
Q2 2025 Added 264.17%
$1.08T
$1.48 Million 0.32% of portfolio
4,667
Q2 2025 Reduced 5.35%
$95.3B
$1.43 Million 0.31% of portfolio
6,457
Q2 2025 Reduced 2.06%
$548B
$1.46 Million 0.31% of portfolio
2,603
Q2 2025 Reduced 1.21%
$368B
$1.42 Million 0.3% of portfolio
8,882
Q2 2025 Reduced 3.23%
$96.8B
$1.4 Million 0.3% of portfolio
13,292
Q2 2025 Reduced 2.03%
$43.8B
$1.42 Million 0.3% of portfolio
16,855
Q2 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $465 Million
  • Prior Value $447 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 197 stocks
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