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
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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