Prestige Wealth Management Group LLC
Prestige Wealth Management Group LLC reported 1,102 positions worth $550.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DGRW (10.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DGRW | SH | $57.9M | 10.52% | 605,899 | — | — | |
| ▸ 2 | MBB | SH | $34.2M | 6.21% | 361,979 | — | — | |
| ▸ 3 | AAPL | SH | $30.7M | 5.57% | 106,001 | — | — | |
| ▸ 4 | USHY | SH | $30.3M | 5.50% | 818,912 | — | — | |
| ▸ 5 | BND | SH | $30.0M | 5.45% | 409,324 | — | — | |
| ▸ 6 | AGGY | SH | $29.3M | 5.33% | 674,986 | — | — | |
| ▸ 7 | QGRW | SH | $23.8M | 4.32% | 360,786 | — | — | |
| ▸ 8 | CL | SH | $13.4M | 2.43% | 145,809 | — | — | |
| ▸ 9 | VTV | SH | $11.9M | 2.16% | 54,640 | — | — | |
| ▸ 10 | XLV | SH | $9.8M | 1.77% | 61,524 | — | — |
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Frequently Asked Questions
What stocks does Prestige Wealth Management Group LLC hold as of Q2 2026?
Prestige Wealth Management Group LLC reported 1102 positions worth $550.8M in its Q2 2026 13F filing. Largest positions: DGRW (10.5%), MBB (6.2%), AAPL (5.6%), USHY (5.5%) and BND (5.5%).
What did Prestige Wealth Management Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Prestige Wealth Management Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.