account_balance
Investment manager · 13F filer · SEC CIK 1772715
Prestige Wealth Management Group LLC
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Reported value$551Mas of Jun 30, 2026
Positions1,101 26 new, 48 sold out
Top 10 weight49.3%DGRW alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DGRWWisdomtree Tr
10.5%
MBBiShares Tr
6.2%Added +15%
AAPLApple Inc.
5.6%Added +3%
USHYiShares Tr
5.5%Added +6824%
BNDVanguard Bd Index FDS
5.5%
AGGYWisdomtree Tr
5.3%
QGRWWisdomtree Tr
4.3%
CLColgate Palmolive Co
2.4%
VTVVanguard Index FDS
2.2%
XLVSelect Sector SPDR Tr
1.8%
MSFTMicrosoft Corp
1.7%+6%
MDYVSPDR Series Trust
1.6%
DGRWWisdomtree Tr
10.5%
MBBiShares Tr
6.2%+15%
AAPLApple Inc.
5.6%
USHYiShares Tr
5.5%
BNDVanguard Bd Index FDS
5.5%
AGGYWisdomtree Tr
5.3%
QGRWWisdomtree Tr
4.3%
VTV2.2%
XLV
MSFTMDYV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRW Wisdomtree Tr 10.5% Held
MBB iShares Tr 6.2% Added +15%
AAPL Apple Inc. 5.6% Added +3%USHY iShares Tr 5.5% Added +6824%
BND Vanguard Bd Index FDS 5.5% Held
AGGY Wisdomtree Tr 5.3% Held
QGRW Wisdomtree Tr 4.3% Held
CL Colgate Palmolive Co 2.4% HeldVTV Vanguard Index FDS 2.2% Held
XLV Select Sector SPDR Tr 1.8% Held
MSFT Microsoft Corp 1.7% Added +6%MDYV SPDR Series Trust 1.6% Held
What changed
Biggest moves since Mar 31, 2026
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