Prestige Wealth Management Group LLC

Q2 2026 13F-HR Holdings

Location
Flemington, NJ
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
1,102
Total value ($000)
$550,845
Net value change ($000)
+41,558 (8.2%)
New positions
28
Sold out positions
49
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
USHY 29,880 6853.2%
XLP 7,369 6244.9%
XLB 7,285 56038.5%
DGRW 4,913 9.3%
QGRW 4,627 24.1%
AAPL 4,458 17.0%
MBB 4,206 14.0%
XLK 2,713 43.6%
CAT 1,925 103.0%
GOOGL 1,795 28.5%
Top Reduces (Value $000, Stocks/ETFs)
ICVT -30,214 -99.7%
XLC -12,537 -65.7%
XLY -12,432 -99.4%
HON -813 -100.0%
PLD -690 -41.1%
WELL -597 -33.2%
EQIX -583 -44.7%
LNG -561 -97.9%
AGGY -463 -1.6%
AMT -449 -43.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 214 (0.0% of total reported value)
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