Prentice Wealth Management LLC - Portfolio overview

Prentice Wealth Management LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 14.52%
2. VTI - VANGUARD INDEX FDS, 8.86%
3. VT - VANGUARD INTL EQUITY INDEX F, 8.78%

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

Explore securities or join Upside Invest to compare portfolios.