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CIK: 0001772715
Total reported value
$550.8M
$550.8M
1123 檔
31.5%
During the Q1 2026 filing period, Prestige Wealth Management Group LLC (CIK: 0001772715) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $550.8M across 1123 reported positions.
In Q1 2026, Prestige Wealth Management Group LLC adopted a defensive or profit-taking posture, trimming 112 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 1123 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.41% | +0.11% | -3.16% | |
| 2 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 5.95% | -5.94% | +0.87% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.94% | -0.48% | +5.74% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 5.89% | +0.32% | +17959.49% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 5.85% | -0.52% | +8.10% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.15% | +0.42% | -0.48% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 3.77% | +0.55% | -6.10% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.75% | -2.56% | +164.55% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.46% | -0.03% | +0.06% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.46% | -2.45% | +17397.10% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.09% | +0.07% | +2.96% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.76% | +0.01% | -0.50% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.03% | -2.94% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.08% | -1.60% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.58% | +0.06% | -2.37% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.30% | +0.12% | -15.56% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.27% | +0.11% | -2.63% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.23% | -15.15% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.22% | +0.40% | -12.30% | |
| 20 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.15% | -0.05% | +12.71% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | +0.01% | -54.53% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.08% | -17.03% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.03% | +1.15% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.10% | -0.25% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.14% | +0.80% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.15% | -1.43% | |
| 27 | FMB | First Trust Managed Municipa | ETF-Other | 0.83% | -0.06% | +13.12% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.12% | -1.80% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.05% | -0.37% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.01% | -12.62% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.06% | +0.55% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.01% | -1.32% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.66% | +0.10% | +0.89% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.07% | -2.52% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | +0.02% | -0.53% | |
| 36 | SKYY | First Trust Cloud Computing | ETF-Other | 0.48% | +0.07% | -4.06% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.11% | -1.10% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.05% | +338.46% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.03% | -7.49% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | -0.09% | -15.92% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.05% | -3.59% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.09% | +2.40% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.06% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.05% | +0.02% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.32% | -2.04% | |
| 46 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.36% | -0.10% | -7.60% | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.35% | -0.13% | +7866.67% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.33% | -0.15% | +1700.28% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.33% | +0.01% | -0.98% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.30% | +0.02% | -13.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MBB | Ishares Mbs ETF | +5.9% | +17959.49% | Add |
| 2 | XLY | Ss Consumer Disc Select Sect | +2.5% | +17397.10% | Add |
| 3 | XLC | Ss Comm Select Sector Spdr | +2.3% | +164.55% | Add |
| 4 | AGGY | Wisdomtree Yield Enhanced US | +0.5% | +8.10% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.5% | +5.74% | Add |
| 6 | ICVT | Ishares Convertible Bond ETF | +0.4% | +0.87% | Add |
| 7 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +338.46% | Add |
| 8 | WELL | Welltower Inc | +0.4% | +7866.67% | Add |
| 9 | PLD | Prologis Inc | +0.3% | +1700.28% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.3% | +0.80% | Add |
| 11 | JNJ | Johnson & Johnson | +0.3% | -1.60% | Trim |
| 12 | EQIX | Equinix Inc | +0.3% | +5678.26% | Add |
| 13 | CL | Colgate-palmolive Co | +0.2% | +0.06% | Add |
| 14 | AMT | American Tower CORP | +0.2% | +5582.86% | Add |
| 15 | DLR | Digital Realty Trust Inc | +0.2% | +3080.67% | Add |
| 16 | VTV | Vanguard Value ETF | +0.2% | +2.96% | Add |
| 17 | SPG | Simon Property Group Inc | +0.2% | +15481.48% | Add |
| 18 | O | Realty Income CORP | +0.2% | +1408.51% | Add |
| 19 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | +12.71% | Add |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +1.15% | Add |
| 21 | COP | Conocophillips | +0.1% | +514.45% | Add |
| 22 | PSA | Public Storage | +0.1% | +2925.33% | Add |
| 23 | LNG | Cheniere Energy Inc | +0.1% | +3940.00% | Add |
| 24 | FMB | First Trust Managed Municipa | +0.1% | +13.12% | Add |
| 25 | CBRE | Cbre Group Inc - A | +0.1% | +10860.00% | Add |
| 26 | VTR | Ventas Inc | +0.1% | +1485.37% | Add |
| 27 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +89.00% | Add |
| 28 | CCI | Crown Castle Inc | +0.1% | +1643.19% | Add |
| 29 | VICI | Vici Properties Inc | +0.1% | +8032.24% | Add |
| 30 | COST | Costco Wholesale CORP | +0.1% | -0.53% | Trim |
| 31 | CAT | Caterpillar Inc | +0.1% | -2.04% | Trim |
| 32 | WMT | Walmart Inc | +0.1% | -1.32% | Trim |
| 33 | GEV | GE Vernova Inc | +0.1% | +710.71% | Add |
| 34 | IRM | Iron Mountain Inc | +0.1% | +2289.86% | Add |
| 35 | EXR | Extra Space Storage Inc | +0.1% | +4335.59% | Add |
| 36 | STX | Seagate Technology Holdings plc | +0.1% | +37100.00% | Add |
| 37 | AVB | Avalonbay Communities Inc | +0.1% | +2070.73% | Add |
| 38 | EQR | Equity Residential | +0.1% | +20845.45% | Add |
| 39 | SBAC | Sba Communications CORP | +0.1% | +1030.41% | Add |
| 40 | AMAT | Applied Materials Inc | +0.1% | +0.17% | Add |
| 41 | CSGP | Costar Group Inc | +0.1% | +10113.56% | Add |
| 42 | LMT | Lockheed Martin CORP | +0.1% | -0.78% | Trim |
| 43 | VRT | Vertiv Holdings Co-a | +0.1% | -21.20% | Trim |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | -2.63% | Trim |
| 45 | MAA | Mid-america Apartment Comm | 0% | +6420.00% | Add |
| 46 | WY | Weyerhaeuser Co | 0% | +21282.86% | Add |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.55% | Add |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +0.89% | Add |
| 49 | NEE | Nextera Energy Inc | 0% | +1.97% | Add |
| 50 | PPL | Ppl CORP | 0% | +774.94% | Add |
According to official SEC Form 13F filings, Prestige Wealth Management Group LLC reported a total U.S. public equity portfolio value of $550.8M across 1123 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, ICVT, BND) accounted for 31.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
MOG-A
市值: $257.5K
Top Position Liquidated / Trimmed
DIA
前期市值: $49.1K
During Q1 2026, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (10.4%)、ICVT (6.0%)、BND (5.9%). The largest single position, DGRW, represented 10.4% of total portfolio value.
In Q1 2026, Prestige Wealth Management Group LLC made 192 total portfolio adjustments, initiating 4 new buys, adding to 71 positions, trimming 112 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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