13F filer

Prestige Wealth Management Group

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1772715 SEC filings ↗

13F Value

$550.8M

Positions

1,102

Top Position

DGRW10.5%

Top 5

33.3%

Latest filing changes

vs Mar 31, 2026

1 USHY iShares Broad USD High Yield Corporate Bond ETF >999%+$29.9M

2 XLP State Street(R) Consumer Staples Select Sector SPDR(R) ETF >999%+$7.4M

3 XLB State Street(R) Materials Select Sector SPDR(R) ETF >999%+$7.3M

4 MBB iShares MBS ETF +14.5%+$4.3M

5 KLAC KLA >999%+$1.2M

Holdings1,102

#							Trend (4Q)
1	DGRW Wisdomtree Tr — US Qtly Div Grt	10.5%	$57.9M	+0.4%	605.9K	10.4%		Equity
2	MBB iShares MBS ETF	6.2%	$34.2M	+14.5%	362.0K	5.9%		ETF
3	AAPL Apple	5.6%	$30.7M	+2.6%	106.0K	5.1%		Common Stock
4	USHY iShares Broad USD High Yield Corporate Bond ETF	5.5%	$30.3M	>999%	818.9K	0.1%		ETF
5	BND Vanguard Total Bond Market Index Fund — ETF Shares	5.5%	$30.0M	-0.4%	409.3K	5.9%		ETF
6	AGGY Wisdomtree Tr — Yield Enhancd US	5.3%	$29.3M	-1.6%	675.0K	5.9%		Equity
7	QGRW Wisdomtree Tr — US Quality Grow	4.3%	$23.8M	+0.4%	360.8K	3.8%		Equity
8	CL Colgate-Palmolive	2.4%	$13.4M	-1.0%	145.8K	2.5%		Common Stock
9	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.2%	$11.9M	+0.8%	54.6K	2.1%		ETF
10	XLV State Street(R) Health Care Select Sector SPDR(R) ETF	1.8%	$9.8M	+0.5%	61.5K	1.8%		ETF
11	MSFT Microsoft	1.7%	$9.5M	+5.7%	25.6K	1.8%		Common Stock
12	MDYV State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	1.6%	$9.1M	+0.8%	95.5K	1.6%		ETF
13	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.6%	$8.9M	+0.2%	46.9K	1.2%		ETF
14	JNJ Johnson & Johnson	1.5%	$8.4M	-0.9%	33.2K	1.6%		Common Stock
15	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 22,643 reported quantity $8,091,800 reported value	1.5%	$8.1M	+3.4%	22.6K	1.2%		Common Stock
16	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.4%	$7.8M	—	90.9K	1.3%	—	ETF
17	MDYG State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	1.4%	$7.6M	+0.6%	68.0K	1.3%		ETF
18	XLP State Street(R) Consumer Staples Select Sector SPDR(R) ETF	1.4%	$7.5M	>999%	90.1K	<0.1%		ETF
19	XLB State Street(R) Materials Select Sector SPDR(R) ETF	1.3%	$7.3M	>999%	143.6K	<0.1%		ETF
20	XLC State Street(R) Communication Services Select Sector SPDR(R) ETF	1.2%	$6.5M	-64.5%	61.1K	3.7%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing48

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.