Prestige Wealth Management Group LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$524.1B
Holdings
1,010
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,010 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 623,346 | $55.7B | 10.64% | |
| 2 | ICVTISHARES TR | 295,019 | $29.1B | 5.54% | |
| 3 | BNDVANGUARD BD INDEX FDS | 388,581 | $28.8B | 5.49% | |
| 4 | USHYISHARES TR | 763,521 | $28.6B | 5.45% | |
| 5 | AAPLAPPLE INC | 103,790 | $28.2B | 5.38% | |
| 6 | AGGYWISDOMTREE TR | 634,661 | $28.0B | 5.33% | |
| 7 | QGRWWISDOMTREE TR | 382,611 | $22.4B | 4.28% | |
| 8 | XLFSELECT SECTOR SPDR TR | 255,773 | $14.0B | 2.67% | |
| 9 | XLFISELECT SECTOR SPDR TR | 166,517 | $12.9B | 2.47% | |
| 10 | MSFTMICROSOFT CORP | 24,902 | $12.0B | 2.30% | |
| 11 | CLCOLGATE PALMOLIVE CO | 147,122 | $11.6B | 2.22% | |
| 12 | VTVVANGUARD INDEX FDS | 52,623 | $10.1B | 1.92% | |
| 13 | XLVSELECT SECTOR SPDR TR | 61,499 | $9.5B | 1.82% | |
| 14 | VUGVANGUARD INDEX FDS | 17,929 | $8.7B | 1.67% | |
| 15 | MDYVSPDR SERIES TRUST | 97,049 | $8.2B | 1.57% | |
| 16 | GOOGLALPHABET INC | 25,807 | $8.1B | 1.54% | |
| 17 | XLKSELECT SECTOR SPDR TR | 53,341 | $7.7B | 1.47% | |
| 18 | XLCSELECT SECTOR SPDR TR | 65,050 | $7.7B | 1.46% | |
| 19 | JNJJOHNSON & JOHNSON | 34,029 | $7.0B | 1.34% | |
| 20 | NVDANVIDIA CORPORATION | 37,061 | $6.9B | 1.32% | |
| 21 | MDYGSPDR SERIES TRUST | 69,442 | $6.4B | 1.22% | |
| 22 | MMITNEW YORK LIFE INVTS ACTIVE E | 214,452 | $5.2B | 1.00% | |
| 23 | LLYELI LILLY & CO | 4,866 | $5.2B | 1.00% | |
| 24 | JPMJPMORGAN CHASE & CO. | 15,036 | $4.8B | 0.92% | |
| 25 | AMZNAMAZON COM INC | 19,748 | $4.6B | 0.87% | |
| 26 | AVGOBROADCOM INC | 13,142 | $4.5B | 0.87% | |
| 27 | ABBVABBVIE INC | 17,386 | $4.0B | 0.76% | |
| 28 | MRKMERCK & CO INC | 36,674 | $3.9B | 0.74% | |
| 29 | FMBFIRST TR EXCH TRADED FD III | 74,006 | $3.8B | 0.72% | |
| 30 | IHIISHARES TR | 59,805 | $3.7B | 0.71% | |
| 31 | VVISA INC | 10,514 | $3.7B | 0.70% | |
| 32 | LINLINDE PLC | 8,509 | $3.6B | 0.69% | |
| 33 | SLYVSPDR SERIES TRUST | 36,134 | $3.3B | 0.63% | |
| 34 | SLYGSPDR SERIES TRUST | 34,340 | $3.2B | 0.62% | |
| 35 | XOMEXXON MOBIL CORP | 25,849 | $3.1B | 0.59% | |
| 36 | WMTWALMART INC | 27,585 | $3.1B | 0.59% | |
| 37 | SKYYFIRST TR EXCHANGE TRADED FD | 23,115 | $3.0B | 0.57% | |
| 38 | BACBANK AMERICA CORP | 49,241 | $2.7B | 0.52% | |
| 39 | VTEBVANGUARD MUN BD FDS | 52,590 | $2.6B | 0.50% | |
| 40 | METAMETA PLATFORMS INC | 3,876 | $2.6B | 0.49% | |
| 41 | SCHBSCHWAB STRATEGIC TR | 95,176 | $2.5B | 0.48% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 2,627 | $2.3B | 0.43% | |
| 43 | TSLATESLA INC | 5,028 | $2.3B | 0.43% | |
| 44 | ORCLORACLE CORP | 11,475 | $2.2B | 0.43% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,120 | $2.1B | 0.39% | |
| 46 | HDHOME DEPOT INC | 5,956 | $2.0B | 0.39% | |
| 47 | SCHGSCHWAB STRATEGIC TR | 60,860 | $2.0B | 0.38% | |
| 48 | MUNIPIMCO ETF TR | 37,772 | $2.0B | 0.38% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 4,873 | $1.6B | 0.31% | |
| 50 | NEMNEWMONT CORP | 15,680 | $1.6B | 0.30% | |
| 51 | CATCATERPILLAR INC | 2,693 | $1.5B | 0.29% | |
| 52 | MAMASTERCARD INCORPORATED | 2,652 | $1.5B | 0.29% | |
| 53 | ADPAUTOMATIC DATA PROCESSING IN | 5,778 | $1.5B | 0.29% | |
| 54 | SHWSHERWIN WILLIAMS CO | 4,397 | $1.4B | 0.27% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 1,608 | $1.4B | 0.27% | |
| 56 | PEGPUBLIC SVC ENTERPRISE GRP IN | 16,911 | $1.4B | 0.26% | |
| 57 | NFLXNETFLIX INC | 14,137 | $1.3B | 0.25% | |
| 58 | BMYBRISTOL-MYERS SQUIBB CO | 23,688 | $1.3B | 0.24% | |
| 59 | PGPROCTER AND GAMBLE CO | 8,341 | $1.2B | 0.23% | |
| 60 | ABTABBOTT LABS | 9,390 | $1.2B | 0.22% | |
| 61 | ECLECOLAB INC | 4,094 | $1.1B | 0.21% | |
| 62 | MGKVANGUARD WORLD FD | 2,562 | $1.1B | 0.20% | |
| 63 | MCKMCKESSON CORP | 1,287 | $1.1B | 0.20% | |
| 64 | FCXFREEPORT-MCMORAN INC | 20,797 | $1.1B | 0.20% | |
| 65 | AMGNAMGEN INC | 3,213 | $1.1B | 0.20% | |
| 66 | DFUSDIMENSIONAL ETF TRUST | 14,131 | $1.0B | 0.20% | |
| 67 | APDAIR PRODS & CHEMS INC | 4,147 | $1.0B | 0.20% | |
| 68 | CSCOCISCO SYS INC | 12,038 | $926.0M | 0.18% | |
| 69 | MCDMCDONALDS CORP | 3,029 | $925.0M | 0.18% | |
| 70 | STLDSTEEL DYNAMICS INC | 5,384 | $914.0M | 0.17% | |
| 71 | VRTVERTIV HOLDINGS CO | 5,293 | $857.0M | 0.16% | |
| 72 | NEENEXTERA ENERGY INC | 10,279 | $824.0M | 0.16% | |
| 73 | LMTLOCKHEED MARTIN CORP | 1,672 | $808.0M | 0.15% | |
| 74 | ETNEATON CORP PLC | 2,502 | $796.0M | 0.15% | |
| 75 | MDTMEDTRONIC PLC | 8,223 | $795.0M | 0.15% | |
| 76 | TMOTHERMO FISHER SCIENTIFIC INC | 1,369 | $793.0M | 0.15% | |
| 77 | DHRDANAHER CORPORATION | 3,434 | $786.0M | 0.15% | |
| 78 | KOCOCA COLA CO | 11,051 | $772.0M | 0.15% | |
| 79 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,518 | $767.0M | 0.15% | |
| 80 | AMATAPPLIED MATLS INC | 2,987 | $767.0M | 0.15% | |
| 81 | UNPUNION PAC CORP | 3,309 | $765.0M | 0.15% | |
| 82 | SYKSTRYKER CORPORATION | 2,023 | $712.0M | 0.14% | |
| 83 | CTVACORTEVA INC | 10,536 | $705.0M | 0.13% | |
| 84 | HONHONEYWELL INTL INC | 3,533 | $688.0M | 0.13% | |
| 85 | QCOMQUALCOMM INC | 3,952 | $675.0M | 0.13% | |
| 86 | CEGCONSTELLATION ENERGY CORP | 1,894 | $669.0M | 0.13% | |
| 87 | BIVVANGUARD BD INDEX FDS | 8,462 | $659.0M | 0.13% | |
| 88 | DWDMORGAN STANLEY | 3,649 | $647.0M | 0.12% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 1,132 | $640.0M | 0.12% | |
| 90 | AXPAMERICAN EXPRESS CO | 1,715 | $634.0M | 0.12% | |
| 91 | VMCVULCAN MATLS CO | 2,066 | $588.0M | 0.11% | |
| 92 | VIGVANGUARD SPECIALIZED FUNDS | 2,655 | $583.0M | 0.11% | |
| 93 | GILDGILEAD SCIENCES INC | 4,746 | $581.0M | 0.11% | |
| 94 | GEGE AEROSPACE | 1,868 | $575.0M | 0.11% | |
| 95 | PFEPFIZER INC | 23,116 | $575.0M | 0.11% | |
| 96 | PEPPEPSICO INC | 3,925 | $569.0M | 0.11% | |
| 97 | IWPISHARES TR | 4,066 | $556.0M | 0.11% | |
| 98 | MLMMARTIN MARIETTA MATLS INC | 894 | $556.0M | 0.11% | |
| 99 | IEFISHARES TR | 5,567 | $535.0M | 0.10% | |
| 100 | NUENUCOR CORP | 3,232 | $528.0M | 0.10% |
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