Prestige Wealth Management Group
Prestige Wealth Management Group reported 1,101 stocks worth $551M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DGRW (10.5%), MBB (6.2%) and AAPL (5.6%). Compared with Q1 2026, the fund added to DGRW, MBB and AAPL, trimmed BND, AGGY and CL and sold out of USIN, IEI and DD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRW Wisdomtree TR | $57.9M | 10.5% | 606K | +2,273 (+0%) | 8 of 8 | |
| 2 |  MBB Ishares TR | $34.2M | 6.2% | 362K | +46K (+15%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $30.7M | 5.6% | 106K | +2,711 (+3%) | 8 of 8 | |
| 4 |  USHY Ishares TR | $30.3M | 5.5% | 819K | +807K (+6824%) | 8 of 8 | |
| 5 |  BND Vanguard BD Index Fds | $30M | 5.5% | 409K | −1,560 (−0%) | 8 of 8 | |
| 6 |  AGGY Wisdomtree TR | $29.3M | 5.3% | 675K | −11K (−2%) | 8 of 8 | |
| 7 |  QGRW Wisdomtree TR | $23.8M | 4.3% | 361K | +1,521 (+0%) | 8 of 8 | |
| 8 |  CL Colgate Palmolive Co | $13.4M | 2.4% | 146K | −1,400 (−1%) | 8 of 8 | |
| 9 |  VTV Vanguard Index Fds | $11.9M | 2.2% | 55K | +459 (+1%) | 8 of 8 | |
| 10 |  XLV State Street | $9.8M | 1.8% | 62K | +332 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $813K | 3,596 |
 USIN Wisdomtree TR | $94K | 1,875 |
 IEI Ishares TR | $74K | 625 |
CARNIVAL CORP COMMON PAIRED STOCK | $54K | 2,075 |
 DD Dupont DE Nemours Inc | $13K | 293 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prestige Wealth Management Group 13F FAQ
What does Prestige Wealth Management Group own?
Prestige Wealth Management Group reported 1,101 stocks worth $551M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DGRW (10.5%), MBB (6.2%) and AAPL (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Prestige Wealth Management Group buy and sell in Q2 2026?
Compared with Q1 2026: 28 new positions, 376 added to, 171 trimmed and 50 sold out. It sold all of USIN, IEI and DD.
When will Prestige Wealth Management Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Prestige Wealth Management Group's portfolio worth?
The Q2 2026 filing reports $551M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.