Institutional Fund
Prestige Wealth Management Group LLC
Flemington, NJCIK 177271511 filings on record
Portfolio Value
$509.29M
Q1 2026
Holdings
1,123
Reported positions
New Buys
175
Opened this quarter
QoQ Change
-2.8%
from $524.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr10.4%
- Ishares Tr5.9%
- Vanguard Bd Index Fds5.9%
- Ishares Tr5.9%
- Wisdomtree Tr5.9%
- Apple Inc5.1%
- Other60.8%
Portfolio Holdings
1,123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 603.6K | $53.02M | 10.4% | −19.7K | Reduced |
| 2 | Ishares Tr | 297.6K | $30.29M | 5.9% | +2.6K | Added |
| 3 | Vanguard Bd Index Fds | 410.9K | $30.26M | 5.9% | +22.3K | Added |
| 4 | Ishares Tr | 316.0K | $30.01M | 5.9% | +314.3K | Added |
| 5 | Wisdomtree Tr | 686.1K | $29.81M | 5.9% | +51.4K | Added |
| 6 | Apple Inc | 103.3K | $26.21M | 5.1% | −500 | Reduced |
| 7 | Wisdomtree Tr | 359.3K | $19.20M | 3.8% | −23.3K | Reduced |
| 8 | Select Sector Spdr Tr | 172.1K | $19.08M | 3.7% | +107.0K | Added |
| 9 | Colgate Palmolive Co | 147.2K | $12.55M | 2.5% | +87 | Added |
| 10 | Select Sector Spdr Tr | 114.8K | $12.51M | 2.5% | +114.1K | Added |
1,113 more holdings on Premium
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