Prestige Wealth Management Group LLC - Portfolio overview

Prestige Wealth Management Group LLC has 1190 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE TR, 12.76%
2. ICVT - ISHARES TR, 7.29%
3. BND - VANGUARD BD INDEX FDS, 7.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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