Prestige Wealth Management Group LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$518.2B
Holdings
996
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (996 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 625,450 | $55.6B | 10.74% | |
| 2 | ICVTISHARES TR | 320,192 | $32.0B | 6.18% | |
| 3 | BNDVANGUARD BD INDEX FDS | 380,269 | $28.3B | 5.46% | |
| 4 | USHYISHARES TR | 744,649 | $28.1B | 5.43% | |
| 5 | AGGYWISDOMTREE TR | 634,574 | $28.1B | 5.42% | |
| 6 | AAPLAPPLE INC | 104,309 | $26.6B | 5.13% | |
| 7 | QGRWWISDOMTREE TR | 382,726 | $22.0B | 4.24% | |
| 8 | MSFTMICROSOFT CORP | 25,161 | $13.0B | 2.51% | |
| 9 | XLBSELECT SECTOR SPDR TR | 144,793 | $13.0B | 2.50% | |
| 10 | XLFISELECT SECTOR SPDR TR | 161,524 | $12.7B | 2.44% | |
| 11 | CLCOLGATE PALMOLIVE CO | 147,208 | $11.8B | 2.27% | |
| 12 | VTVVANGUARD INDEX FDS | 51,984 | $9.7B | 1.88% | |
| 13 | GOOGLALPHABET INC | 38,661 | $9.4B | 1.81% | |
| 14 | VUGVANGUARD INDEX FDS | 18,083 | $8.7B | 1.68% | |
| 15 | XLVSELECT SECTOR SPDR TR | 59,576 | $8.3B | 1.60% | |
| 16 | MDYVSPDR SERIES TRUST | 96,744 | $8.1B | 1.56% | |
| 17 | XLCSELECT SECTOR SPDR TR | 67,130 | $7.9B | 1.53% | |
| 18 | XLKSELECT SECTOR SPDR TR | 26,698 | $7.5B | 1.45% | |
| 19 | NVDANVIDIA CORPORATION | 36,691 | $6.8B | 1.32% | |
| 20 | MDYGSPDR SERIES TRUST | 69,643 | $6.4B | 1.23% | |
| 21 | MMITNEW YORK LIFE INVTS ACTIVE E | 246,226 | $6.0B | 1.15% | |
| 22 | JNJJOHNSON & JOHNSON | 27,624 | $5.1B | 0.99% | |
| 23 | METAMETA PLATFORMS INC | 6,852 | $5.0B | 0.97% | |
| 24 | JPMJPMORGAN CHASE & CO. | 14,483 | $4.6B | 0.88% | |
| 25 | AMZNAMAZON COM INC | 20,594 | $4.5B | 0.87% | |
| 26 | FMBFIRST TR EXCH TRADED FD III | 86,849 | $4.4B | 0.85% | |
| 27 | AVGOBROADCOM INC | 12,730 | $4.2B | 0.81% | |
| 28 | VVISA INC | 10,526 | $3.6B | 0.69% | |
| 29 | IHIISHARES TR | 59,654 | $3.6B | 0.69% | |
| 30 | ORCLORACLE CORP | 11,396 | $3.2B | 0.62% | |
| 31 | SLYGSPDR SERIES TRUST | 33,898 | $3.2B | 0.62% | |
| 32 | SLYVSPDR SERIES TRUST | 35,679 | $3.2B | 0.61% | |
| 33 | SKYYFIRST TR EXCHANGE TRADED FD | 22,910 | $3.1B | 0.59% | |
| 34 | XOMEXXON MOBIL CORP | 25,512 | $2.9B | 0.56% | |
| 35 | ABBVABBVIE INC | 12,196 | $2.8B | 0.54% | |
| 36 | WMTWALMART INC | 26,928 | $2.8B | 0.54% | |
| 37 | NFLXNETFLIX INC | 2,312 | $2.8B | 0.53% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 2,804 | $2.6B | 0.50% | |
| 39 | MRKMERCK & CO INC | 29,765 | $2.5B | 0.49% | |
| 40 | HDHOME DEPOT INC | 6,072 | $2.5B | 0.47% | |
| 41 | SCHBSCHWAB STRATEGIC TR | 95,347 | $2.5B | 0.47% | |
| 42 | BACBANK AMERICA CORP | 46,794 | $2.4B | 0.47% | |
| 43 | TSLATESLA INC | 4,912 | $2.2B | 0.42% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,093 | $2.1B | 0.40% | |
| 45 | SCHGSCHWAB STRATEGIC TR | 61,074 | $1.9B | 0.38% | |
| 46 | ADPAUTOMATIC DATA PROCESSING IN | 5,868 | $1.7B | 0.33% | |
| 47 | LLYELI LILLY & CO | 2,068 | $1.6B | 0.30% | |
| 48 | PLDPROLOGIS INC. | 13,678 | $1.6B | 0.30% | |
| 49 | WELLWELLTOWER INC | 8,726 | $1.6B | 0.30% | |
| 50 | MAMASTERCARD INCORPORATED | 2,619 | $1.5B | 0.29% | |
| 51 | VTEBVANGUARD MUN BD FDS | 28,513 | $1.4B | 0.28% | |
| 52 | PEGPUBLIC SVC ENTERPRISE GRP IN | 16,860 | $1.4B | 0.27% | |
| 53 | PGPROCTER AND GAMBLE CO | 8,911 | $1.4B | 0.26% | |
| 54 | GSGOLDMAN SACHS GROUP INC | 1,685 | $1.3B | 0.26% | |
| 55 | AMTAMERICAN TOWER CORP NEW | 6,663 | $1.3B | 0.25% | |
| 56 | CATCATERPILLAR INC | 2,567 | $1.2B | 0.24% | |
| 57 | MUNIPIMCO ETF TR | 22,690 | $1.2B | 0.23% | |
| 58 | VRTVERTIV HOLDINGS CO | 7,760 | $1.2B | 0.23% | |
| 59 | EQIXEQUINIX INC | 1,449 | $1.1B | 0.22% | |
| 60 | MGKVANGUARD WORLD FD | 2,562 | $1.0B | 0.20% | |
| 61 | DFUSDIMENSIONAL ETF TRUST | 14,131 | $1.0B | 0.20% | |
| 62 | TAT&T INC | 35,592 | $1.0B | 0.19% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 21,240 | $933.5M | 0.18% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 2,657 | $917.6M | 0.18% | |
| 65 | ETNEATON CORP PLC | 2,407 | $900.8M | 0.17% | |
| 66 | MCDMCDONALDS CORP | 2,939 | $893.0M | 0.17% | |
| 67 | WBDWARNER BROS DISCOVERY INC | 45,404 | $886.7M | 0.17% | |
| 68 | LINLINDE PLC | 1,797 | $853.6M | 0.16% | |
| 69 | LMTLOCKHEED MARTIN CORP | 1,674 | $835.9M | 0.16% | |
| 70 | SPGSIMON PPTY GROUP INC NEW | 4,376 | $821.2M | 0.16% | |
| 71 | OREALTY INCOME CORP | 13,443 | $817.2M | 0.16% | |
| 72 | EAELECTRONIC ARTS INC | 4,017 | $810.2M | 0.16% | |
| 73 | BMYBRISTOL-MYERS SQUIBB CO | 17,738 | $800.0M | 0.15% | |
| 74 | FQIDIGITAL RLTY TR INC | 4,624 | $799.4M | 0.15% | |
| 75 | OKLOOKLO INC | 7,066 | $788.8M | 0.15% | |
| 76 | CSCOCISCO SYS INC | 11,449 | $783.3M | 0.15% | |
| 77 | HONHONEYWELL INTL INC | 3,667 | $771.9M | 0.15% | |
| 78 | DISDISNEY WALT CO | 6,727 | $770.3M | 0.15% | |
| 79 | NEENEXTERA ENERGY INC | 10,042 | $758.1M | 0.15% | |
| 80 | UNPUNION PAC CORP | 3,186 | $753.0M | 0.15% | |
| 81 | KOCOCA COLA CO | 11,046 | $738.2M | 0.14% | |
| 82 | CMCSACOMCAST CORP NEW | 23,328 | $733.0M | 0.14% | |
| 83 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,584 | $723.7M | 0.14% | |
| 84 | TMUST-MOBILE US INC | 2,901 | $694.4M | 0.13% | |
| 85 | PSAPUBLIC STORAGE OPER CO | 2,343 | $676.8M | 0.13% | |
| 86 | CBRECBRE GROUP INC | 4,211 | $663.5M | 0.13% | |
| 87 | MCKMCKESSON CORP | 856 | $662.0M | 0.13% | |
| 88 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,548 | $658.3M | 0.13% | |
| 89 | 8CWCROWN CASTLE INC | 6,456 | $622.9M | 0.12% | |
| 90 | QCOMQUALCOMM INC | 3,712 | $617.5M | 0.12% | |
| 91 | CEGCONSTELLATION ENERGY CORP | 1,854 | $610.1M | 0.12% | |
| 92 | AMATAPPLIED MATLS INC | 2,946 | $603.2M | 0.12% | |
| 93 | PEPPEPSICO INC | 4,259 | $598.1M | 0.12% | |
| 94 | USFRWISDOMTREE TR | 11,779 | $592.1M | 0.11% | |
| 95 | VIGVANGUARD SPECIALIZED FUNDS | 2,679 | $580.4M | 0.11% | |
| 96 | IWPISHARES TR | 4,066 | $579.0M | 0.11% | |
| 97 | ABTABBOTT LABS | 4,316 | $578.1M | 0.11% | |
| 98 | NOWSERVICENOW INC | 609 | $560.5M | 0.11% | |
| 99 | XLFSELECT SECTOR SPDR TR | 10,374 | $558.8M | 0.11% | |
| 100 | GEGE AEROSPACE | 1,855 | $558.7M | 0.11% |
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