Prestige Wealth Management Group LLC

13F filer · CIK 0001772715

Reported Aug 14, 2026

13F portfolio value$551MU.S. long equity reported on 13F

Positions994Not reported new · 44 closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight17.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026994 positions
AAPLApple Inc.	$30.7M	5.57%	0.00%	+2.6%	Q4 2018
CLColgate Palmolive Co	$13.4M	2.43%	0.02%	-1.0%	Q4 2018
MSFTMicrosoft Corp	$9.53M	1.73%	0.00%	+5.7%	Q4 2018
JNJJohnson & Johnson	$8.42M	1.53%	0.00%	-0.9%	Q4 2018
GOOGLAlphabet Inc.	$8.09M	1.47%	0.00%	+3.4%	Q4 2018
NVDANvidia Corp	$6.25M	1.13%	0.00%	+1.5%	Q4 2018
JPMJPMorgan Chase & Co	$5.57M	1.01%	0.00%	+14.7%	Q4 2018
LLYELI LILLY & Co	$5.42M	0.98%	0.00%	-6.9%	Q4 2018
AVGOBroadcom Inc.	$4.96M	0.90%	0.00%	+1.7%	Q4 2018
MRKMerck & Co., Inc.	$4.71M	0.85%	0.00%	-1.9%	Q4 2018
ABBVAbbVie Inc.	$4.37M	0.79%	0.00%	+0.2%	Q4 2018
XOMExxonMobil Holdings Corp	$4.02M	0.73%	0.00%	+12.9%	Q4 2018
AMZNAmazon Com Inc	$3.94M	0.72%	0.00%	-4.1%	Q4 2018
CATCaterpillar Inc	$3.79M	0.69%	0.00%	+35.1%	Q4 2018
VVisa Inc.	$3.74M	0.68%	0.00%	+6.3%	Q4 2018
WMTWalmart Inc.	$3.61M	0.66%	0.00%	+17.1%	Q4 2018
BACBank of America Corp	$3.2M	0.58%	0.00%	+15.4%	Q4 2018
SKYYSkye International, Inc	$3.02M	0.55%	Not reported	+1.1%	Q1 2019
COSTCostco Wholesale Corp	$2.9M	0.53%	0.00%	+18.8%	Q4 2018
HDHome Depot, Inc.	$2.66M	0.48%	0.00%	+23.6%	Q4 2018
METAMeta Platforms, Inc.	$2.57M	0.47%	Not reported	+22.2%	Q4 2018
AMATApplied Materials Inc	$2.22M	0.40%	0.00%	+2.7%	Q4 2018
LINLinde PLC	$2.03M	0.37%	0.00%	+112.8%	Q4 2018
UNHUnitedhealth Group Inc	$1.96M	0.36%	0.00%	-5.6%	Q4 2018
GSGoldman Sachs Group Inc	$1.88M	0.34%	0.00%	+17.6%	Q4 2018
ORCLOracle Corp	$1.86M	0.34%	0.00%	+11.7%	Q4 2018
MAMastercard Inc	$1.8M	0.33%	0.00%	+33.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.79M	0.33%	Not reported	-13.0%	Q4 2018
TSLATesla, Inc.	$1.76M	0.32%	0.00%	-16.7%	Q4 2018
CSCOCisco Systems, Inc.	$1.72M	0.31%	0.00%	+24.0%	Q4 2018
PGPROCTER & GAMBLE Co	$1.66M	0.30%	0.00%	+33.9%	Q4 2018
VRTVertiv Holdings Co	$1.5M	0.27%	0.00%	+7.3%	Q2 2024
ETNEaton Corp plc	$1.47M	0.27%	0.00%	+36.5%	Q4 2018
NEENextera Energy Inc	$1.41M	0.26%	0.00%	+52.9%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.37M	0.25%	0.00%	0.0%	Q4 2018
KLACKla Corp	$1.32M	0.24%	0.00%	+13.4%	Q4 2018
KOCoca Cola Co	$1.27M	0.23%	0.00%	+40.0%	Q4 2018
LRCXLam Research Corp	$1.26M	0.23%	0.00%	+1013.5%	Q4 2018
UNPUnion Pacific Corp	$1.25M	0.23%	0.00%	+37.3%	Q4 2018
WELLWelltower Inc.	$1.2M	0.22%	0.00%	-41.8%	Q4 2018
BMYBristol Myers Squibb Co	$1.19M	0.22%	0.00%	-9.8%	Q4 2018
MCDMcdonalds Corp	$1.15M	0.21%	0.00%	+41.7%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.21%	0.00%	+1.2%	Q4 2018
AMGNAmgen Inc	$1.14M	0.21%	0.00%	+0.5%	Q4 2018
MSMorgan Stanley	$1.13M	0.21%	0.00%	+51.8%	Q4 2018
NFLXNetflix Inc	$1.11M	0.20%	0.00%	+10.2%	Q4 2018
LMTLockheed Martin Corp	$1.05M	0.19%	0.00%	+24.7%	Q4 2018
PLDPrologis, Inc.	$988K	0.18%	0.00%	-42.6%	Q4 2018
GILDGilead Sciences, Inc.	$914K	0.17%	0.00%	+53.1%	Q4 2018
ADPAutomatic Data Processing Inc	$914K	0.17%	0.00%	-30.1%	Q4 2018

Q1 2026Reported May 13, 20261,018 positions
AAPLApple Inc.	$26.2M	5.15%	0.00%	-0.5%	Q4 2018
CLColgate Palmolive Co	$12.5M	2.46%	0.02%	+0.1%	Q4 2018
MSFTMicrosoft Corp	$8.95M	1.76%	0.00%	-2.9%	Q4 2018
JNJJohnson & Johnson	$8.18M	1.61%	0.00%	-1.6%	Q4 2018
GOOGLAlphabet Inc.	$6.3M	1.24%	0.00%	-15.2%	Q4 2018
NVDANvidia Corp	$5.36M	1.05%	0.00%	-17.0%	Q4 2018
MRKMerck & Co., Inc.	$4.49M	0.88%	0.00%	+1.2%	Q4 2018
LLYELI LILLY & Co	$4.46M	0.88%	0.00%	-0.3%	Q4 2018
XOMExxonMobil Holdings Corp	$4.42M	0.87%	0.00%	+0.8%	Q4 2018
JPMJPMorgan Chase & Co	$4.36M	0.86%	0.00%	-1.4%	Q4 2018
AVGOBroadcom Inc.	$3.99M	0.78%	0.00%	-1.8%	Q4 2018
ABBVAbbVie Inc.	$3.77M	0.74%	0.00%	-0.4%	Q4 2018
AMZNAmazon Com Inc	$3.59M	0.71%	0.00%	-12.6%	Q4 2018
WMTWalmart Inc.	$3.39M	0.67%	0.00%	-1.3%	Q4 2018
VVisa Inc.	$3.1M	0.61%	0.00%	-2.5%	Q4 2018
COSTCostco Wholesale Corp	$2.6M	0.51%	0.00%	-0.5%	Q4 2018
SKYYSkye International, Inc	$2.43M	0.48%	Not reported	-4.1%	Q1 2019
BACBank of America Corp	$2.37M	0.47%	0.00%	-1.1%	Q4 2018
METAMeta Platforms, Inc.	$2.14M	0.42%	Not reported	-3.6%	Q4 2018
HDHome Depot, Inc.	$2.01M	0.39%	0.00%	+2.4%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.97M	0.39%	Not reported	Not reported	Q4 2018
TSLATesla, Inc.	$1.87M	0.37%	0.00%	0.0%	Q4 2018
CATCaterpillar Inc	$1.87M	0.37%	0.00%	-2.0%	Q4 2018
WELLWelltower Inc.	$1.8M	0.35%	0.00%	+7866.7%	Q4 2018
PLDPrologis, Inc.	$1.68M	0.33%	0.00%	+1700.3%	Q4 2018
ORCLOracle Corp	$1.67M	0.33%	0.00%	-1.0%	Q4 2018
BMYBristol Myers Squibb Co	$1.39M	0.27%	0.00%	-3.3%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.37M	0.27%	0.00%	-0.1%	Q4 2018
NFLXNetflix Inc	$1.36M	0.27%	0.00%	-0.3%	Q4 2018
UNHUnitedhealth Group Inc	$1.35M	0.27%	0.00%	+2.5%	Q4 2018
GSGoldman Sachs Group Inc	$1.34M	0.26%	0.00%	-1.5%	Q4 2018
MAMastercard Inc	$1.31M	0.26%	0.00%	-1.2%	Q4 2018
EQIXEquinix Inc	$1.3M	0.26%	0.00%	+5678.3%	Q4 2018
PGPROCTER & GAMBLE Co	$1.22M	0.24%	0.00%	+1.0%	Q4 2018
ADPAutomatic Data Processing Inc	$1.19M	0.23%	0.00%	+0.3%	Q4 2018
AMGNAmgen Inc	$1.1M	0.22%	0.00%	-2.8%	Q4 2018
MCKMckesson Corp	$1.07M	0.21%	0.00%	-4.2%	Q4 2018
VRTVertiv Holdings Co	$1.05M	0.21%	0.00%	-21.2%	Q2 2024
AMTAmerican Tower Corp	$1.03M	0.20%	0.00%	+5582.9%	Q4 2018
AMATApplied Materials Inc	$1.02M	0.20%	0.00%	+0.2%	Q4 2018
LMTLockheed Martin Corp	$1M	0.20%	0.00%	-0.8%	Q4 2018
NEENextera Energy Inc	$973K	0.19%	0.00%	+2.0%	Q4 2018
ABTAbbott Laboratories	$970K	0.19%	0.00%	+0.6%	Q4 2018
MCDMcdonalds Corp	$935K	0.18%	0.00%	-0.7%	Q4 2018
CSCOCisco Systems, Inc.	$915K	0.18%	0.00%	-2.0%	Q4 2018
LINLinde PLC	$914K	0.18%	0.00%	-78.3%	Q4 2018
ETNEaton Corp plc	$901K	0.18%	0.00%	+0.7%	Q4 2018
DLRDigital Realty Trust, Inc.	$860K	0.17%	0.00%	+3080.7%	Q4 2018
KOCoca Cola Co	$847K	0.17%	0.00%	+0.1%	Q4 2018
ORealty Income Corp	$813K	0.16%	0.00%	+1408.5%	Q4 2018

Q4 2025Reported Feb 11, 2026901 positions
AAPLApple Inc.	$28.2M	5.38%	0.00%	-0.5%	Q4 2018
MSFTMicrosoft Corp	$12M	2.30%	0.00%	-1.0%	Q4 2018
CLColgate Palmolive Co	$11.6M	2.22%	0.02%	-0.1%	Q4 2018
GOOGLAlphabet Inc.	$8.08M	1.54%	0.00%	-33.3%	Q4 2018
JNJJohnson & Johnson	$7.04M	1.34%	0.00%	+23.2%	Q4 2018
NVDANvidia Corp	$6.91M	1.32%	0.00%	+1.0%	Q4 2018
LLYELI LILLY & Co	$5.23M	1.00%	0.00%	+135.3%	Q4 2018
JPMJPMorgan Chase & Co	$4.85M	0.92%	0.00%	+3.8%	Q4 2018
AMZNAmazon Com Inc	$4.56M	0.87%	0.00%	-4.1%	Q4 2018
AVGOBroadcom Inc.	$4.55M	0.87%	0.00%	+3.2%	Q4 2018
ABBVAbbVie Inc.	$3.97M	0.76%	0.00%	+42.6%	Q4 2018
MRKMerck & Co., Inc.	$3.89M	0.74%	0.00%	+23.2%	Q4 2018
VVisa Inc.	$3.69M	0.70%	0.00%	-0.1%	Q4 2018
LINLinde PLC	$3.63M	0.69%	0.00%	+373.5%	Q4 2018
XOMExxonMobil Holdings Corp	$3.11M	0.59%	0.00%	+1.3%	Q4 2018
WMTWalmart Inc.	$3.07M	0.59%	0.00%	+2.4%	Q4 2018
SKYYSkye International, Inc	$3.01M	0.57%	Not reported	+0.9%	Q1 2019
BACBank of America Corp	$2.71M	0.52%	0.00%	+5.2%	Q4 2018
METAMeta Platforms, Inc.	$2.56M	0.49%	Not reported	-43.4%	Q4 2018
COSTCostco Wholesale Corp	$2.27M	0.43%	0.00%	-6.3%	Q4 2018
TSLATesla, Inc.	$2.26M	0.43%	0.00%	+2.4%	Q4 2018
ORCLOracle Corp	$2.24M	0.43%	0.00%	+0.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.07M	0.40%	Not reported	+0.7%	Q4 2018
HDHome Depot, Inc.	$2.05M	0.39%	0.00%	-1.9%	Q4 2018
UNHUnitedhealth Group Inc	$1.61M	0.31%	0.00%	+83.4%	Q4 2018
NEMNEWMONT Corp	$1.57M	0.30%	0.00%	+7261.5%	Q4 2018
CATCaterpillar Inc	$1.54M	0.29%	0.00%	+4.9%	Q4 2018
MAMastercard Inc	$1.51M	0.29%	0.00%	+1.3%	Q4 2018
ADPAutomatic Data Processing Inc	$1.5M	0.29%	0.00%	-1.5%	Q4 2018
SHWSherwin Williams Co	$1.42M	0.27%	0.00%	+366.8%	Q4 2018
GSGoldman Sachs Group Inc	$1.41M	0.27%	0.00%	-4.6%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.36M	0.26%	0.00%	+0.3%	Q4 2018
NFLXNetflix Inc	$1.33M	0.25%	0.00%	-38.9%	Q4 2018
BMYBristol Myers Squibb Co	$1.28M	0.24%	0.00%	+33.5%	Q4 2018
PGPROCTER & GAMBLE Co	$1.2M	0.23%	0.00%	-6.4%	Q4 2018
ABTAbbott Laboratories	$1.18M	0.22%	0.00%	+117.6%	Q4 2018
ECLEcolab Inc.	$1.08M	0.21%	0.00%	+8088.0%	Q4 2018
MCKMckesson Corp	$1.06M	0.20%	0.00%	+50.4%	Q4 2018
FCXFreeport-Mcmoran Inc	$1.06M	0.20%	0.00%	+5893.4%	Q4 2018
AMGNAmgen Inc	$1.05M	0.20%	0.00%	+120.8%	Q4 2018
APDAir Products & Chemicals, Inc.	$1.02M	0.20%	0.00%	+310.6%	Q4 2018
CSCOCisco Systems, Inc.	$927K	0.18%	0.00%	+5.1%	Q4 2018
MCDMcdonalds Corp	$926K	0.18%	0.00%	+3.1%	Q4 2018
STLDSteel Dynamics Inc	$915K	0.17%	0.00%	+78.3%	Q4 2018
VRTVertiv Holdings Co	$858K	0.16%	0.00%	-31.8%	Q2 2024
NEENextera Energy Inc	$825K	0.16%	0.00%	+2.4%	Q4 2018
LMTLockheed Martin Corp	$809K	0.15%	0.00%	-0.1%	Q4 2018
ETNEaton Corp plc	$797K	0.15%	0.00%	+4.0%	Q4 2018
MDTMedtronic plc	$796K	0.15%	0.00%	+75.2%	Q4 2018
TMOThermo Fisher Scientific Inc.	$794K	0.15%	0.00%	+1040.8%	Q4 2018

Q3 2025Reported Feb 20, 2026896 positions
AAPLApple Inc.	$26.6M	5.13%	0.00%	-1.1%	Q4 2018
MSFTMicrosoft Corp	$13M	2.51%	0.00%	+1.0%	Q4 2018
CLColgate Palmolive Co	$11.8M	2.27%	0.02%	-1.6%	Q4 2018
GOOGLAlphabet Inc.	$9.4M	1.81%	0.00%	+5.4%	Q4 2018
NVDANvidia Corp	$6.85M	1.32%	0.00%	-32.7%	Q4 2018
JNJJohnson & Johnson	$5.12M	0.99%	0.00%	+3.3%	Q4 2018
METAMeta Platforms, Inc.	$5.03M	0.97%	Not reported	+1.1%	Q4 2018
JPMJPMorgan Chase & Co	$4.57M	0.88%	0.00%	+1.2%	Q4 2018
AMZNAmazon Com Inc	$4.52M	0.87%	0.00%	-0.7%	Q4 2018
AVGOBroadcom Inc.	$4.2M	0.81%	0.00%	+2.2%	Q4 2018
VVisa Inc.	$3.59M	0.69%	0.00%	+0.6%	Q4 2018
ORCLOracle Corp	$3.2M	0.62%	0.00%	+0.7%	Q4 2018
SKYYSkye International, Inc	$3.08M	0.59%	Not reported	-2.4%	Q1 2019
XOMExxonMobil Holdings Corp	$2.88M	0.56%	0.00%	+0.9%	Q4 2018
ABBVAbbVie Inc.	$2.82M	0.54%	0.00%	+165.1%	Q4 2018
WMTWalmart Inc.	$2.78M	0.54%	0.00%	-0.1%	Q4 2018
NFLXNetflix Inc	$2.77M	0.53%	0.00%	+3.2%	Q4 2018
COSTCostco Wholesale Corp	$2.6M	0.50%	0.00%	+0.7%	Q4 2018
MRKMerck & Co., Inc.	$2.52M	0.49%	0.00%	-0.4%	Q4 2018
HDHome Depot, Inc.	$2.46M	0.47%	0.00%	+2.4%	Q4 2018
BACBank of America Corp	$2.41M	0.47%	0.00%	+1.9%	Q4 2018
TSLATesla, Inc.	$2.18M	0.42%	0.00%	+5.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.06M	0.40%	Not reported	Not reported	Q4 2018
ADPAutomatic Data Processing Inc	$1.73M	0.33%	0.00%	+0.3%	Q4 2018
LLYELI LILLY & Co	$1.58M	0.30%	0.00%	+1.2%	Q4 2018
PLDPrologis, Inc.	$1.57M	0.30%	0.00%	+2.9%	Q4 2018
WELLWelltower Inc.	$1.55M	0.30%	0.00%	+4.2%	Q4 2018
MAMastercard Inc	$1.49M	0.29%	0.00%	+0.6%	Q4 2018
PEGPublic Service Enterprise Group Inc	$1.41M	0.27%	0.00%	0.0%	Q4 2018
PGPROCTER & GAMBLE Co	$1.37M	0.26%	0.00%	+0.3%	Q4 2018
GSGoldman Sachs Group Inc	$1.34M	0.26%	0.00%	+1.0%	Q4 2018
AMTAmerican Tower Corp	$1.29M	0.25%	0.00%	+3.2%	Q4 2018
CATCaterpillar Inc	$1.22M	0.24%	0.00%	+0.4%	Q4 2018
VRTVertiv Holdings Co	$1.17M	0.23%	0.00%	+1.6%	Q2 2024
EQIXEquinix Inc	$1.13M	0.22%	0.00%	+4.1%	Q4 2018
TAt&T Inc.	$1.01M	0.19%	0.00%	+3.0%	Q4 2018
VZVerizon Communications Inc	$934K	0.18%	0.00%	+4.1%	Q4 2018
UNHUnitedhealth Group Inc	$918K	0.18%	0.00%	-13.5%	Q4 2018
ETNEaton Corp plc	$901K	0.17%	0.00%	+2.2%	Q4 2018
MCDMcdonalds Corp	$893K	0.17%	0.00%	+2.0%	Q4 2018
WBDWarner Bros. Discovery, Inc.	$887K	0.17%	0.00%	-17.6%	Q2 2022
LINLinde PLC	$854K	0.16%	0.00%	+0.7%	Q4 2018
LMTLockheed Martin Corp	$836K	0.16%	0.00%	+0.7%	Q4 2018
SPGSimon Property Group Inc.	$821K	0.16%	54.70%	+3.1%	Q4 2018
ORealty Income Corp	$817K	0.16%	0.00%	+5.6%	Q4 2018
EAElectronic Arts Inc.	$810K	0.16%	Not reported	+3.5%	Q4 2018
BMYBristol Myers Squibb Co	$800K	0.15%	0.00%	-0.4%	Q4 2018
DLRDigital Realty Trust, Inc.	$799K	0.15%	0.00%	+3.2%	Q4 2018
OKLOOklo Inc.	$789K	0.15%	0.00%	+1.5%	Q4 2024
CSCOCisco Systems, Inc.	$783K	0.15%	0.00%	+0.9%	Q4 2018

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