Prestige Wealth Management Group LLC
All 13F Filings
- Location
- Flemington, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 550,845
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 1,102 | 550,845 | 13F-HR | Prestige Wealth Management Group LLC |
| Q1 2026 | 5/13/2026 | 1,123 | 509,287 | 13F-HR | Prestige Wealth Management Group LLC |
| 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)
Derivatives reported exposure ($000):
214
(0.0% of total reported value)
· QoQ Δ:
+214
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 339.8 K | 61.7% | 36.77 K | 0 | 36.77 K |
| ETFs | 210.8 K | 38.3% | 4.588 K | 0 | 4.588 K |
| Other | 1 | 0.0% | 0 | 6 | -6 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
550,845
Holdings
1102
QoQ value change ($000)
41,558
(8.2%)
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.