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)

#StockSharesValue% PortfolioType
101
USFRWISDOMTREE TR
10,327$519.0M0.10%
102
HCAHCA HEALTHCARE INC
1,088$507.0M0.10%
103
INTUINTUIT
755$499.0M0.10%
104
SPGIS&P GLOBAL INC
946$493.0M0.09%
105
VOOVANGUARD INDEX FDS
783$491.0M0.09%
106
EMEEMCOR GROUP INC
795$486.0M0.09%
107
BLKBLACKROCK INC
453$484.0M0.09%
108
KLACKLA CORP
388$471.0M0.09%
109
APHAMPHENOL CORP NEW
3,419$462.0M0.09%
110
BSXBOSTON SCIENTIFIC CORP
4,740$451.0M0.09%
111
ULSTSSGA ACTIVE ETF TR
11,036$447.0M0.09%
112
LOWLOWES COS INC
1,823$438.0M0.08%
113
CVSCVS HEALTH CORP
5,311$421.0M0.08%
114
OKLOOKLO INC
5,812$416.0M0.08%
115
CBCHUBB LIMITED
1,325$414.0M0.08%
116
UBERUBER TECHNOLOGIES INC
5,075$414.0M0.08%
117
GOOGALPHABET INC
1,292$404.0M0.08%
118
WMWASTE MGMT INC DEL
1,828$401.0M0.08%
119
ACNACCENTURE PLC IRELAND
1,491$399.0M0.08%
120
MGVVANGUARD WORLD FD
2,822$398.0M0.08%
121
THCTENET HEALTHCARE CORP
1,972$391.0M0.07%
122
IWFISHARES TR
827$391.0M0.07%
123
ADIANALOG DEVICES INC
1,435$388.0M0.07%
124
VRTXVERTEX PHARMACEUTICALS INC
858$388.0M0.07%
125
IPINTERNATIONAL PAPER CO
9,746$383.0M0.07%
126
TAT&T INC
14,884$369.0M0.07%
127
VTIVANGUARD INDEX FDS
1,090$365.0M0.07%
128
RTXRTX CORPORATION
1,983$362.0M0.07%
129
VOXVANGUARD WORLD FD
1,847$357.0M0.07%
130
SCHMSCHWAB STRATEGIC TR
11,737$352.0M0.07%
131
ACMAECOM
3,693$351.0M0.07%
132
BRBROADRIDGE FINL SOLUTIONS IN
1,554$347.0M0.07%
133
PPGPPG INDS INC
3,385$346.0M0.07%
134
SCHVSCHWAB STRATEGIC TR
11,457$339.0M0.06%
135
ABNBAIRBNB INC
2,474$335.0M0.06%
136
PSNPARSONS CORP DEL
5,135$317.0M0.06%
137
SBUXSTARBUCKS CORP
3,628$305.0M0.06%
138
TXNTEXAS INSTRS INC
1,744$302.0M0.06%
139
ALSALLSTATE CORP
1,436$300.0M0.06%
140
CMECME GROUP INC
1,096$298.0M0.06%
141
BACVERIZON COMMUNICATIONS INC
6,879$279.0M0.05%
142
MOALTRIA GROUP INC
4,759$278.0M0.05%
143
DASHDOORDASH INC
1,209$272.0M0.05%
144
ICEINTERCONTINENTAL EXCHANGE IN
1,616$261.0M0.05%
145
PKGPACKAGING CORP AMER
1,256$260.0M0.05%
146
MRSHMARSH & MCLENNAN COS INC
1,403$259.0M0.05%
147
SWSMURFIT WESTROCK PLC
6,704$258.0M0.05%
148
CVXCHEVRON CORP NEW
1,687$256.0M0.05%
149
DDDUPONT DE NEMOURS INC
6,203$248.0M0.05%
150
IFFINTERNATIONAL FLAVORS&FRAGRA
3,562$241.0M0.05%
151
SCHZSCHWAB STRATEGIC TR
10,277$240.0M0.05%
152
IWBISHARES TR
625$233.0M0.04%
153
ETRENTERGY CORP NEW
2,501$230.0M0.04%
154
CMCSACOMCAST CORP NEW
7,647$228.0M0.04%
155
XLBSELECT SECTOR SPDR TR
4,964$225.0M0.04%
156
SPYSPDR S&P 500 ETF TR
325$222.0M0.04%
157
TRVCCITIGROUP INC
1,895$220.0M0.04%
158
DISDISNEY WALT CO
1,886$215.0M0.04%
159
SPBOSPDR SERIES TRUST
7,308$214.0M0.04%
160
BKBANK NEW YORK MELLON CORP
1,834$212.0M0.04%
161
DOWDOW INC
8,953$208.0M0.04%
162
BABOEING CO
961$207.0M0.04%
163
LYBLYONDELLBASELL INDUSTRIES N
4,591$198.0M0.04%
164
URIUNITED RENTALS INC
240$193.0M0.04%
165
IJHISHARES TR
2,810$185.0M0.04%
166
SPTMSPDR SERIES TRUST
2,199$181.0M0.03%
167
NVSNNOVARTIS AG
1,305$179.0M0.03%
168
RFREGIONS FINANCIAL CORP NEW
6,304$172.0M0.03%
169
ELVELEVANCE HEALTH INC FORMERLY
492$172.0M0.03%
170
XTLSPDR SERIES TRUST
1,108$169.0M0.03%
171
MARMARRIOTT INTL INC NEW
549$169.0M0.03%
172
MBBISHARES TR
1,750$166.0M0.03%
173
NOCNORTHROP GRUMMAN CORP
291$165.0M0.03%
174
TRVTRAVELERS COMPANIES INC
571$164.0M0.03%
175
MDLZMONDELEZ INTL INC
3,004$162.0M0.03%
176
IWVISHARES TR
405$156.0M0.03%
177
WFCWELLS FARGO CO NEW
1,663$154.0M0.03%
178
TEMTEMPUS AI INC
2,600$153.0M0.03%
179
IWSISHARES TR
1,076$151.0M0.03%
180
USINWISDOMTREE TR
3,000$151.0M0.03%
181
AMDADVANCED MICRO DEVICES INC
691$147.0M0.03%
182
IBMINTERNATIONAL BUSINESS MACHS
487$144.0M0.03%
183
PRUPRUDENTIAL FINL INC
1,276$143.0M0.03%
184
NDQINVESCO QQQ TR
225$138.0M0.03%
185
NFGNATIONAL FUEL GAS CO
1,700$137.0M0.03%
186
SPYGSPDR SERIES TRUST
1,273$135.0M0.03%
187
MUJBLACKROCK MUNIHLDGS NJ QLTY
11,267$134.0M0.03%
188
CITHE CIGNA GROUP
489$133.0M0.03%
189
AQLTISHARES TR
1,443$129.0M0.02%
190
GMGENERAL MTRS CO
1,596$128.0M0.02%
191
IJRISHARES TR
1,014$121.0M0.02%
192
IEIISHARES TR
1,000$119.0M0.02%
193
AHRAMERICAN HEALTHCARE REIT INC
2,508$118.0M0.02%
194
TJXTJX COS INC NEW
730$111.0M0.02%
195
MKLMARKEL GROUP INC
50$107.0M0.02%
196
TXTTEXTRON INC
1,231$106.0M0.02%
197
CDWCDW CORP
753$102.0M0.02%
198
AIGAMERICAN INTL GROUP INC
1,203$102.0M0.02%
199
SCHDSCHWAB STRATEGIC TR
3,732$102.0M0.02%
200
WECWEC ENERGY GROUP INC
976$102.0M0.02%
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