Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prestige Wealth Management Group LLC (CIK 1772715) reported $509.3M across 1,114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($53.0M, 10.41%), ICVT ($30.3M, 5.95%), BND ($30.3M, 5.94%), MBB ($30.0M, 5.89%), AGGY ($29.8M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $53.0M | 10.41% | 603,626 | Trimmed |
| 2 | ICVT | ISHARES TR | $30.3M | 5.95% | 297,589 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $30.3M | 5.94% | 410,884 | Added |
| 4 | MBB | ISHARES TR | $30.0M | 5.89% | 316,041 | Added |
| 5 | AGGY | WISDOMTREE TR | $29.8M | 5.85% | 686,094 | Added |
| 6 | AAPL | APPLE INC | $26.2M | 5.15% | 103,290 | Trimmed |
| 7 | QGRW | WISDOMTREE TR | $19.2M | 3.77% | 359,265 | Trimmed |
| 8 | XLC | SELECT SECTOR SPDR TR | $19.1M | 3.75% | 172,088 | Added |
| 9 | XLY | SELECT SECTOR SPDR TR | $12.5M | 2.46% | 114,781 | Added |
| 10 | CL | COLGATE PALMOLIVE CO | $12.5M | 2.46% | 147,209 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $10.6M | 2.09% | 54,181 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $9.0M | 1.76% | 61,192 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $8.9M | 1.76% | 24,169 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $8.2M | 1.61% | 33,485 | Trimmed |
| 15 | MDYV | SPDR SERIES TRUST | $8.1M | 1.58% | 94,745 | Trimmed |
| 16 | VUG | VANGUARD INDEX FDS | $6.6M | 1.30% | 15,139 | Trimmed |
| 17 | MDYG | SPDR SERIES TRUST | $6.5M | 1.27% | 67,613 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $6.3M | 1.24% | 21,896 | Trimmed |
| 19 | XLK | SELECT SECTOR SPDR TR | $6.2M | 1.22% | 46,778 | Trimmed |
| 20 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $5.8M | 1.15% | 241,710 | Added |
| 21 | XLF | SELECT SECTOR SPDR TR | $5.7M | 1.13% | 116,291 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $5.4M | 1.05% | 30,751 | Trimmed |
| 23 | MRK | MERCK & CO INC | $4.5M | 0.88% | 37,094 | Added |
| 24 | LLY | ELI LILLY & CO | $4.5M | 0.88% | 4,854 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $4.4M | 0.87% | 26,055 | Added |
Source: SEC Form 13F filings · as of 2026-03-31