Holders — by stockHoldings — by fund
Prestige Wealth Management Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1772715
$550.8M
disclosed book value
1,101
positions
10.5%
largest position share
Positions, as of 2026-06-30
top 100 of 1,101 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 605,899 | $57.9M | 10.5% |
| 2 | MBBISHARES TR | 361,979 | $34.2M | 6.2% |
| 3 | AAPLAPPLE INC | 106,001 | $30.7M | 5.6% |
| 4 | USHYISHARES TR | 818,912 | $30.3M | 5.5% |
| 5 | BNDVANGUARD BD INDEX FDS | 409,324 | $30.0M | 5.5% |
| 6 | AGGYWISDOMTREE TR | 674,986 | $29.3M | 5.3% |
| 7 | QGRWWISDOMTREE TR | 360,786 | $23.8M | 4.3% |
| 8 | CLCOLGATE PALMOLIVE CO | 145,809 | $13.4M | 2.4% |
| 9 | VTVVANGUARD INDEX FDS | 54,640 | $11.9M | 2.2% |
| 10 | XLVSELECT SECTOR SPDR TR | 61,524 | $9.8M | 1.8% |
| 11 | MSFTMICROSOFT CORP | 25,555 | $9.5M | 1.7% |
| 12 | MDYVSPDR SERIES TRUST | 95,461 | $9.1M | 1.6% |
| 13 | XLKSELECT SECTOR SPDR TR | 46,870 | $8.9M | 1.6% |
| 14 | JNJJOHNSON & JOHNSON | 33,173 | $8.4M | 1.5% |
| 15 | GOOGLALPHABET INC | 22,643 | $8.1M | 1.5% |
| 16 | VUGVANGUARD INDEX FDS | 90,898 | $7.8M | 1.4% |
| 17 | MDYGSPDR SERIES TRUST | 68,008 | $7.6M | 1.4% |
| 18 | XLPSELECT SECTOR SPDR TR | 90,130 | $7.5M | 1.4% |
| 19 | XLBSELECT SECTOR SPDR TR | 143,571 | $7.3M | 1.3% |
| 20 | XLCSELECT SECTOR SPDR TR | 61,053 | $6.5M | 1.2% |
| 21 | XLFSELECT SECTOR SPDR TR | 116,693 | $6.3M | 1.1% |
| 22 | NVDANVIDIA CORPORATION | 31,211 | $6.2M | 1.1% |
| 23 | MMITNEW YORK LIFE INVTS ACTIVE E | 247,572 | $6.0M | 1.1% |
| 24 | JPMJPMORGAN CHASE & CO | 17,005 | $5.6M | 1% |
| 25 | LLYELI LILLY & CO | 4,518 | $5.4M | 1% |
| 26 | AVGOBROADCOM INC | 13,130 | $5.0M | 0.9% |
| 27 | MRKMERCK & CO INC | 36,409 | $4.7M | 0.9% |
| 28 | ABBVABBVIE INC | 17,347 | $4.4M | 0.8% |
| 29 | FMBFIRST TR EXCH TRADED FD III | 83,002 | $4.3M | 0.8% |
| 30 | SLYGSPDR SERIES TRUST | 35,035 | $4.2M | 0.8% |
| 31 | EXMOCEXXON MOBIL CORP | 29,402 | $4.0M | 0.7% |
| 32 | SLYVSPDR SERIES TRUST | 36,613 | $4.0M | 0.7% |
| 33 | AMZNAMAZON COM INC | 16,547 | $3.9M | 0.7% |
| 34 | CATCATERPILLAR INC | 3,563 | $3.8M | 0.7% |
| 35 | VVISA INC | 10,894 | $3.7M | 0.7% |
| 36 | WMTWALMART INC | 31,883 | $3.6M | 0.7% |
| 37 | BACBANK OF AMER CORP | 56,219 | $3.2M | 0.6% |
| 38 | SKYYFIRST TR EXCHANGE-TRADED FD | 22,409 | $3.0M | 0.5% |
| 39 | COSTCOSTCO WHOLESALE CORPORATION | 3,104 | $2.9M | 0.5% |
| 40 | HDHOME DEPOT INC | 7,540 | $2.7M | 0.5% |
| 41 | METAMETA PLATFORMS INC | 4,568 | $2.6M | 0.5% |
| 42 | SCHBSCHWAB STRATEGIC TR | 87,565 | $2.5M | 0.5% |
| 43 | IEFISHARES TR | 23,644 | $2.2M | 0.4% |
| 44 | AMATAPPLIED MATLS INC | 3,074 | $2.2M | 0.4% |
| 45 | LINDE PLC | 3,921 | $2.0M | 0.4% |
| 46 | UNHUNITEDHEALTH GROUP INC | 4,716 | $2.0M | 0.4% |
| 47 | GSGOLDMAN SACHS GROUP INC | 1,862 | $1.9M | 0.3% |
| 48 | ORCLORACLE CORP | 12,691 | $1.9M | 0.3% |
| 49 | VTEBVANGUARD MUN BD FDS | 36,481 | $1.8M | 0.3% |
| 50 | MAMASTERCARD INCORPORATED | 3,496 | $1.8M | 0.3% |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,585 | $1.8M | 0.3% |
| 52 | SCHGSCHWAB STRATEGIC TR | 52,813 | $1.8M | 0.3% |
| 53 | TSLATESLA INC | 4,187 | $1.8M | 0.3% |
| 54 | CSCOCISCO SYS INC | 14,628 | $1.7M | 0.3% |
| 55 | PGPROCTER & GAMBLE CO | 11,286 | $1.7M | 0.3% |
| 56 | VRTVERTIV HOLDINGS CO | 4,477 | $1.5M | 0.3% |
| 57 | EATON CORP PLC | 3,438 | $1.5M | 0.3% |
| 58 | MUNIPIMCO ETF TR | 27,456 | $1.4M | 0.3% |
| 59 | NEENEXTERA ENERGY INC | 16,028 | $1.4M | 0.3% |
| 60 | PEGPUBLIC SVC ENTERPRISE GROUP | 16,897 | $1.4M | 0.2% |
| 61 | KLACKLA CORP | 4,377 | $1.3M | 0.2% |
| 62 | KOCOCA COLA CO | 15,495 | $1.3M | 0.2% |
| 63 | LRCXLAM RESEARCH CORP | 2,895 | $1.3M | 0.2% |
| 64 | UNPUNION PAC CORP | 4,582 | $1.2M | 0.2% |
| 65 | USFRWISDOMTREE TR | 24,258 | $1.2M | 0.2% |
| 66 | WELLWELLTOWER INC | 5,283 | $1.2M | 0.2% |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 20,647 | $1.2M | 0.2% |
| 68 | MCDMCDONALDS CORP | 4,263 | $1.2M | 0.2% |
| 69 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,402 | $1.1M | 0.2% |
| 70 | AMGNAMGEN INC | 3,138 | $1.1M | 0.2% |
| 71 | MSMORGAN STANLEY | 5,415 | $1.1M | 0.2% |
| 72 | NFLXNETFLIX INC. | 15,538 | $1.1M | 0.2% |
| 73 | DFUSDIMENSIONAL ETF TRUST | 13,224 | $1.1M | 0.2% |
| 74 | LMTLOCKHEED MARTIN CORP | 2,068 | $1.1M | 0.2% |
| 75 | MGKVANGUARD WORLD FD | 11,500 | $1.0M | 0.2% |
| 76 | PLDPROLOGIS INC. | 7,290 | $987,577 | 0.2% |
| 77 | GILDGILEAD SCIENCES INC | 7,232 | $913,692 | 0.2% |
| 78 | ADPAUTOMATIC DATA PROCESSING IN | 4,048 | $913,538 | 0.2% |
| 79 | MCKMCKESSON CORP | 1,124 | $849,982 | 0.2% |
| 80 | QCOMQUALCOMM INC | 4,401 | $813,243 | 0.1% |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 2,806 | $789,076 | 0.1% |
| 82 | TXNTEXAS INSTRS INC | 2,582 | $769,597 | 0.1% |
| 83 | APHAMPHENOL CORP | 4,357 | $769,313 | 0.1% |
| 84 | ABTABBOTT LABORATORIES | 8,410 | $763,140 | 0.1% |
| 85 | PEPPEPSICO INC | 5,500 | $744,720 | 0.1% |
| 86 | BIVVANGUARD BD INDEX FDS | 9,421 | $722,591 | 0.1% |
| 87 | EQIXEQUINIX INC | 691 | $720,292 | 0.1% |
| 88 | GEGE AEROSPACE | 1,910 | $713,877 | 0.1% |
| 89 | ADIANALOG DEVICES INC | 1,765 | $701,127 | 0.1% |
| 90 | EMEEMCOR GROUP INC | 812 | $673,863 | 0.1% |
| 91 | DHRDANAHER CORP DEL | 3,374 | $644,033 | 0.1% |
| 92 | VIGVANGUARD SPECIALIZED FUNDS | 2,674 | $632,722 | 0.1% |
| 93 | MEDTRONIC PLC | 7,981 | $630,071 | 0.1% |
| 94 | VOOVANGUARD INDEX FDS | 883 | $606,550 | 0.1% |
| 95 | BNYBANK OF NY MELLON CORP | 4,194 | $606,495 | 0.1% |
| 96 | CHUBB LIMITED | 1,743 | $595,741 | 0.1% |
| 97 | BLKBLACKROCK INC | 613 | $589,556 | 0.1% |
| 98 | GEVGE VERNOVA INC | 499 | $586,493 | 0.1% |
| 99 | AMTAMERICAN TOWER CORP | 3,516 | $581,350 | 0.1% |
| 100 | CMICUMMINS INC | 802 | $571,995 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.