CIK 1772715
Prestige Wealth Management Group LLC
Institutional 13F holdings & portfolio
Holdings
1,010
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,010
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 410 | $100K–$500K | SH |
| IJR | ISHARES TR | 1K | $100K–$500K | SH |
| IEI | ISHARES TR | 1K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 3K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 50 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 3K | $100K–$500K | SH |
| SUSA | ISHARES TR | 708 | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 169 | $50K–$100K | SH |
| ABBV | ABBVIE INC | 408 | $50K–$100K | SH |
| PNW | PINNACLE WEST CAP CORP | 1K | $50K–$100K | SH |
| GS | GOLDMAN SACHS GROUP INC | 98 | $50K–$100K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 600 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 251 | $50K–$100K | SH |
| XYL | XYLEM INC | 600 | $50K–$100K | SH |
| MINT | PIMCO ETF TR | 800 | $50K–$100K | SH |
| IEMG | ISHARES INC | 1K | $50K–$100K | SH |
| XLY | SELECT SECTOR SPDR TR | 656 | $50K–$100K | SH |
| RTX | RTX CORPORATION | 424 | $50K–$100K | SH |
| TXRH | TEXAS ROADHOUSE INC | 447 | $50K–$100K | SH |
| DXJ | WISDOMTREE TR | 500 | $50K–$100K | SH |
| RL | RALPH LAUREN CORP | 200 | $50K–$100K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 173 | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 887 | $50K–$100K | SH |
| PG | PROCTER AND GAMBLE CO | 462 | $50K–$100K | SH |
| KO | COCA COLA CO | 922 | $50K–$100K | SH |
| APH | AMPHENOL CORP NEW | 452 | $50K–$100K | SH |
| CLOU | GLOBAL X FDS | 3K | $50K–$100K | SH |
| UL | UNILEVER PLC | 918 | $50K–$100K | SH |
| BN | BROOKFIELD CORP | 1K | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 494 | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 193 | $50K–$100K | SH |
| SCHX | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| RSG | REPUBLIC SVCS INC | 263 | $50K–$100K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 4K | $50K–$100K | SH |
| DG | DOLLAR GEN CORP NEW | 418 | $50K–$100K | SH |
| MRK | MERCK & CO INC | 522 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC | 201 | $50K–$100K | SH |
| MCD | MCDONALDS CORP | 178 | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 336 | $50K–$100K | SH |
| PEP | PEPSICO INC | 354 | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 191 | $50K–$100K | SH |
| APRW | AIM ETF PRODUCTS TRUST | 1K | $50K–$100K | SH |
| LOW | LOWES COS INC | 207 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 102 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 229 | $15K–$50K | SH |
| ATI | ATI INC | 420 | $15K–$50K | SH |
| ARKK | ARK ETF TR | 625 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 84 | $15K–$50K | SH |
| PECO | PHILLIPS EDISON & CO INC | 1K | $15K–$50K | SH |