Prestige Wealth Management Group LLC

Q1 2026 13F-HR Holdings

Location
Flemington, NJ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
1,123
Total value ($000)
$509,287
Net value change ($000)
-14,811 (-2.8%)
New positions
173
Sold out positions
61
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MBB 29,841 17868.9%
XLY 12,431 15937.2%
XLC 11,420 149.1%
AGGY 1,854 6.6%
IEF 1,795 335.5%
WELL 1,775 8452.4%
PLD 1,588 1764.4%
BND 1,475 5.1%
XOM 1,310 42.1%
EQIX 1,285 7138.9%
Top Reduces (Value $000, Stocks/ETFs)
USHY -28,116 -98.5%
XLP -12,817 -99.1%
XLF -8,268 -59.0%
IHI -3,683 -99.1%
QGRW -3,252 -14.5%
MSFT -3,097 -25.7%
DGRW -2,723 -4.9%
LIN -2,714 -74.8%
VUG -2,134 -24.4%
AAPL -2,002 -7.1%
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