StockDriftsStockDriftsTop 50 Prestige Wealth Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 10.52% | 605.9K | $57.9M | +0.38%(+2.27K) | $48.98(+103.39%) | 2026-06-30 | |
| MBB | ISHARES TR | 6.21% | 362.0K | $34.2M | +14.54%(+45.94K) | $96.50(-3.49%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.57% | 106.0K | $30.7M | +2.62%(+2.71K) | $81.28(+275.70%) | 2026-06-30 | |
| USHY | ISHARES TR | 5.51% | 818.9K | $30.3M | +6824.09%(+807.09K) | $36.73(+0.16%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.46% | 409.3K | $30.0M | -0.38%(-1.56K) | $72.87(-0.85%) | 2026-06-30 | |
| AGGY | WISDOMTREE TR | 5.33% | 675.0K | $29.3M | -1.62%(-11.11K) | $48.77(-12.13%) | 2026-06-30 | |
| QGRW | WISDOMTREE TR | 4.33% | 360.8K | $23.8M | +0.42%(+1.52K) | $35.62(+92.09%) | 2026-06-30 | |
| CL | COLGATE PALMOLIVE CO | 2.43% | 145.8K | $13.4M | -0.95%(-1.40K) | $64.70(+42.12%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.16% | 54.6K | $11.9M | +0.85%(+459) | $161.48(+40.89%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 1.77% | 61.5K | $9.8M | +0.54%(+332) | $140.98(+18.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.50% | +38.62% | +6.43% | +36.55% |
| Top 20 Holdings Unweighted | +15.31% | +53.34% | +9.17% | +55.07% |
Prestige Wealth Management Group LLC reports $550.84M in US-listed equity holdings across 1,101 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (10.5%), MBB (6.2%) and AAPL (5.6%). The top 20 holdings account for 63.96% of reported assets. Its disclosed equity book has returned +38.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Prestige Wealth Management Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Prestige Wealth Management Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1772715). View Prestige Wealth Management Group LLC’s 13F filings on SEC