Prestige Wealth Management Group LLC: 13F holdings
CIK 17727152026Q2
| Positions | 1,101 |
|---|
| Reported value | $550.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 1,101 (-22 vs prior quarter) |
|---|
| Reported value | $550.8m (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DGRW WISDOMTREE TR | 605,899 | $57.9m | 10.5% |
| MBB ISHARES TR | 361,979 | $34.2m | 6.2% |
| AAPL APPLE INC | 106,001 | $30.7m | 5.6% |
| USHY ISHARES TR | 818,912 | $30.3m | 5.5% |
| BND VANGUARD BD INDEX FDS | 409,324 | $30.0m | 5.5% |
| AGGY WISDOMTREE TR | 674,986 | $29.3m | 5.3% |
| QGRW WISDOMTREE TR | 360,786 | $23.8m | 4.3% |
| CL COLGATE PALMOLIVE CO | 145,809 | $13.4m | 2.4% |
| VTV VANGUARD INDEX FDS | 54,640 | $11.9m | 2.2% |
| XLV SELECT SECTOR SPDR TR | 61,524 | $9.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1772715")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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