Prestige Wealth Management Group LLC

Q4 2025 13F-HR Holdings

Location
Flemington, NJ
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
1,010
Total value ($000)
$524,098
Net value change ($000)
+5,856 (1.1%)
New positions
47
Sold out positions
33
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLF 13,450 2406.1%
LLY 3,651 231.4%
LIN 2,774 324.8%
JNJ 1,920 37.5%
AAPL 1,656 6.2%
NEM 1,548 8600.0%
MRK 1,370 54.3%
XLV 1,229 14.8%
VTEB 1,217 85.2%
ABBV 1,149 40.7%
Top Reduces (Value $000, Stocks/ETFs)
XLB -12,751 -98.3%
ICVT -2,976 -9.3%
META -2,473 -49.1%
WELL -1,533 -98.6%
PLD -1,476 -94.3%
NFLX -1,447 -52.2%
GOOGL -1,320 -14.0%
AMT -1,274 -98.5%
EQIX -1,117 -98.4%
MSFT -989 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type