1y return+14.1%S&P 500 +20.9%
3y return+39.4%S&P 500 +68.5%
5y return+38.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $186 against $299 in the S&P 500.2
Prestige Wealth Management Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DGRWWisdomtree Tr | $57.9M | 10.5% | |
| MBBIshares Tr | $34.2M | 6.2% | +14.5% |
| AAPLApple Inc | $30.7M | 5.6% | +2.6% |
| USHYIshares Tr | $30.3M | 5.5% | +6824.1% |
| BNDVanguard Bd Index Fds | $30.0M | 5.5% | |
| AGGYWisdomtree Tr | $29.3M | 5.3% | −1.6% |
| QGRWWisdomtree Tr | $23.8M | 4.3% | |
| CLColgate Palmolive Co | $13.4M | 2.4% | |
| VTVVanguard Index Fds | $11.9M | 2.2% | |
| XLVSelect Sector Spdr Tr | $9.8M | 1.8% | |
| MSFTMicrosoft Corp | $9.5M | 1.7% | +5.7% |
| MDYVSpdr Series Trust | $9.1M | 1.6% | |
| XLKSelect Sector Spdr Tr | $8.9M | 1.6% | |
| JNJJohnson & Johnson | $8.4M | 1.5% | |
| GOOGLAlphabet Inc | $8.1M | 1.5% | +3.4% |
| VUGVanguard Index Fds | $7.8M | 1.4% | |
| MDYGSpdr Series Trust | $7.6M | 1.4% | |
| XLPSelect Sector Spdr Tr | $7.5M | 1.4% | +6159.0% |
| XLBSelect Sector Spdr Tr | $7.3M | 1.3% | +55547.7% |
| XLCSelect Sector Spdr Tr | $6.5M | 1.2% | −64.5% |
| XLFSelect Sector Spdr Tr | $6.3M | 1.1% | |
| NVDANvidia Corporation | $6.2M | 1.1% | +1.5% |
| MMITNew York Life Invts Active E | $6.0M | 1.1% | +2.4% |
| JPMJpmorgan Chase & Co | $5.6M | 1.0% | +14.7% |
| LLYEli Lilly & Co | $5.4M | 1.0% | −6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $6.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $5.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $3.8M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $5.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $8.1M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $8.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.7M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $2.9M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $4.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $813K
- USINWisdomtree Tr was $94K
- IEIIshares Tr was $74K
- Carnival CorpCUSIP 143658300 was $54K
- Dupont De Nemours IncCUSIP 26614N102 was $13K
- CTRACoterra Energy Inc was $6,009
- ZMZoom Communications Inc was $5,949
- ARQTArcutis Biotherapeutics Inc was $5,890
- INSMInsmed Inc was $5,397
- SOFISofi Technologies Inc was $4,129
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −11.0% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prestige Wealth Management Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772715&type=13F-HR&dateb=&owner=include&count=40CIK 1772715
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1772715/000177271526000010/Filed August 14, 2026 · accession 0001772715-26-000010