account_balance
Investment manager · 13F filer · SEC CIK 1864229
Prentice Wealth Management LLC
Reported value$492Mas of Sep 30, 2026
Positions119 3 new, 6 sold out
Top 10 weight60.6%AGG alone is 14%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
13.9%Added +6%
VTIVanguard Index FDS
10.0%Added +5%
VTVanguard Intl Equity Index F
9.1%
SCHPSchwab Strategic Tr
5.7%Added +5%
FLHYFranklin Templeton ETF Tr
5.4%Added +5%
EQWLInvesco Exchange Traded Fd T
3.7%
FLBLFranklin Templeton ETF Tr
3.4%Added +12%
XLRESelect Sector SPDR Tr
3.3%Added +2%
DBMFLitman Gregory FDS Tr
3.1%+2%
FDVVFidelity Covington Trust
3.0%
VYMIVanguard Whitehall FDS
3.0%
JEPIJ P Morgan Exchange Traded F
3.0%+3%
AGGiShares Tr
13.9%Added +6%
VTIVanguard Index FDS
10.0%Added +5%
VTVanguard Intl Equity Index F
9.1%
SCHPSchwab Strategic Tr
5.7%+5%
FLHYFranklin Templeton ETF Tr
5.4%+5%
EQWLInvesco Exchange Traded Fd T
3.7%
FLBL3.4%
XLRE3.3%
DBMF3.1%
FDVV3.0%
VYMI3.0%
JEPI
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
AGG iShares Tr 13.9% Added +6%
VTI Vanguard Index FDS 10.0% Added +5%
VT Vanguard Intl Equity Index F 9.1% Held
SCHP Schwab Strategic Tr 5.7% Added +5%
FLHY Franklin Templeton ETF Tr 5.4% Added +5%
EQWL Invesco Exchange Traded Fd T 3.7% Held
FLBL Franklin Templeton ETF Tr 3.4% Added +12%
XLRE Select Sector SPDR Tr 3.3% Added +2%
DBMF Litman Gregory FDS Tr 3.1% Added +2%
FDVV Fidelity Covington Trust 3.0% Held
VYMI Vanguard Whitehall FDS 3.0% Held
JEPI J P Morgan Exchange Traded F 3.0% Added +3%
What changed
Biggest moves since Jun 30, 2026
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