Prestige Wealth Management Group LLC
All 13F Filings
- Location
- Flemington, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 524,098
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 1,010 | 524,098 | 13F-HR | Prestige Wealth Management Group LLC |
| Q3 2025 | 2/20/2026 | 996 | 518,242 | 13F-HR/A - RESTATEMENT | Prestige Wealth Management Group LLC |
| Q3 2025 | 11/10/2025 | 996 | 518,242 | 13F-HR | Prestige Wealth Management Group LLC |
| Q2 2025 | 2/20/2026 | 1,009 | 490,731 | 13F-HR/A - RESTATEMENT | Prestige Wealth Management Group LLC |
| Q2 2025 | 8/14/2025 | 1,009 | 490,731 | 13F-HR | Prestige Wealth Management Group LLC |
| Q1 2025 | 2/20/2026 | 1,011 | 467,859 | 13F-HR/A - RESTATEMENT | Prestige Wealth Management Group LLC |
| Q4 2024 | 2/20/2026 | 1,045 | 481,048 | 13F-HR/A - RESTATEMENT | Prestige Wealth Management Group LLC |
| Q3 2024 | 2/20/2026 | 1,032 | 483,646 | 13F-HR/A - RESTATEMENT | Prestige Wealth Management Group LLC |
| Q2 2024 | 2/20/2026 | 990 | 463,101 | 13F-HR/A - RESTATEMENT | Prestige Wealth Management Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 430.8 K | 82.2% | 8.249 K | 0 | 8.249 K |
| ETFs | 64.75 K | 12.4% | 0 | 2.798 K | -2.798 K |
| Other | 28.57 K | 5.5% | 425 | 0 | 425 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
524,098
Holdings
1010
QoQ value change ($000)
5,856
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.