Prestige Wealth Management Group LLC

CIK

1772715

Location

FLEMINGTON, NJ

Portfolio Value

Small $191,381,681

Diversification

Diversified

Filing Date

Global Rank

#4,301 / 8,623 ▼ 3 · as of Mar 2026

Top Industry

Consumer Electronics 13.7%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+63.6%

SPY

+65.3%

Annualised alpha

-0.4%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,011 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.7%

−0.3 pts

Top 5

32.5%

−0.6 pts

Top 10

44.5%

−1.5 pts

HHI

352

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$55,701,860	156
Healthcare	18.0%	$34,495,358	131
Consumer Defensive	11.6%	$22,241,929	50
Financial Services	10.3%	$19,770,989	161
Real Estate	6.9%	$13,285,644	64
Communication Services	5.9%	$11,202,516	37
Industrials	5.8%	$11,071,604	147
Consumer Cyclical	5.4%	$10,362,941	108
Energy	3.6%	$6,832,253	58
Utilities	2.2%	$4,294,629	39
Basic Materials	1.0%	$1,861,270	54
Unclassified	0.1%	$260,688	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VICI	Vici Properties Inc.	+14,699	14,882	$406,576
O	Realty Income Corp	+12,409	13,290	$813,081
PLD	Prologis, Inc.	+11,987	12,692	$1,677,628
WELL	Welltower Inc.	+8,968	9,082	$1,795,601
WY	Weyerhaeuser Co	+7,449	7,484	$182,834
VTR	Ventas, Inc.	+6,090	6,500	$531,569
CSGP	Costar Group, Inc.	+5,967	6,026	$243,088
AMT	American Tower Corp /Ma/	+5,862	5,967	$1,029,784
CCI	Crown Castle Inc.	+5,669	6,014	$488,997
DLR	Digital Realty Trust, Inc.	+4,621	4,771	$859,781
EQR	Equity Residential	+4,586	4,608	$272,563
COP	Conocophillips	+4,414	5,272	$695,904
SPG	Simon Property Group Inc.	+4,180	4,207	$784,731
CBRE	Cbre Group, Inc.	+3,801	3,836	$519,624
PPL	PPL Corp	+3,495	3,946	$150,737
IRM	Iron Mountain Inc	+3,389	3,537	$361,269
EXR	Extra Space Storage Inc.	+2,558	2,617	$343,166
PSA	Public Storage	+2,194	2,269	$614,626
LNG	Cheniere Energy, Inc.	+1,970	2,020	$573,194
AVB	Avalonbay Communities Inc	+1,698	1,780	$290,763
MAA	Mid America Apartment Communities Inc.	+1,605	1,630	$199,055
SBAC	Sba Communications Corp	+1,525	1,673	$287,939
EQIX	Equinix Inc	+1,306	1,329	$1,302,738
RYN	Rayonier Inc	+752	1,079	$22,248
STX	Seagate Technology Holdings plc	+742	744	$291,468
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	−20,207	590	$34,679
NEM	NEWMONT Corp /DE/	−15,357	323	$34,964
CTVA	Corteva, Inc.	−10,091	445	$37,250
DOW	Dow Inc.	−8,708	245	$10,203
IP	International Paper Co /New/	−8,511	1,235	$44,089
LIN	Linde PLC	−6,666	1,843	$913,685
SW	Smurfit Westrock plc	−6,653	51	$2,032
NVDA	Nvidia Corp	−6,310	30,751	$5,362,973
DD	DuPont de Nemours, Inc.	−5,910	293	$13,419
STLD	Steel Dynamics Inc	−5,350	34	$6,120
LYB	LyondellBasell Industries N.V.	−4,555	36	$2,900
UBER	Uber Technologies, Inc	−4,276	799	$57,471
ECL	Ecolab Inc.	−4,015	79	$21,015
GOOGL	Alphabet Inc.	−3,911	21,896	$6,296,413
ACM	Aecom	−3,602	91	$7,718
IFF	International Flavors & Fragrances Inc	−3,522	40	$2,902
SHW	Sherwin Williams Co	−3,426	971	$311,253
PPG	Ppg Industries Inc	−3,348	37	$3,954
APD	Air Products & Chemicals, Inc.	−3,193	954	$277,127
NUE	Nucor Corp	−3,096	136	$22,997
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−2,848	1,540	$18,988
AMZN	Amazon Com Inc	−2,492	17,256	$3,593,906
ABNB	Airbnb, Inc.	−2,401	73	$9,218
VMC	Vulcan Materials CO	−2,035	31	$8,441
PKG	Packaging Corp Of America	−1,237	19	$4,031
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MOG-A	Moog Inc.	880	$257,522
CLX	Clorox Co /De/	200	$20,726
FROG	JFrog Ltd	300	$14,079
CRH	Crh Public Ltd Co	100	$10,512
TTMI	Ttm Technologies Inc	70	$6,819
BROS	Dutch Bros Inc.	107	$5,420
TPL	Texas Pacific Land Corp	10	$4,745
VSNT	Versant Media Group, Inc.	125	$4,627
SM	SM Energy Co	147	$4,583
AROC	Archrock, Inc.	99	$3,445
AEM	Agnico Eagle Mines Ltd	15	$3,044
AEIS	Advanced Energy Industries Inc	7	$2,258
MATX	Matson, Inc.	12	$1,967
RLI	Rli Corp	30	$1,711
ASTS	AST SpaceMobile, Inc.	20	$1,657
PNFP	Pinnacle Financial Partners, Inc.	19	$1,636
AMCR	Amcor plc	41	$1,629
NTNX	Nutanix, Inc.	42	$1,596
SUNB	Sunbelt Rentals Holdings, Inc.	24	$1,562
TTD	Trade Desk, Inc.	67	$1,520
CTRE	CareTrust REIT, Inc.	39	$1,429
USFD	US Foods Holding Corp.	15	$1,383
VSAT	Viasat Inc	27	$1,236
JLL	Jones Lang Lasalle Inc	4	$1,217
NMIH	NMI Holdings, Inc.	28	$1,050
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	102	$49,018
JHS	John Hancock Income Securities Trust	3,603	$42,191
MYI	Blackrock Muniyield Quality Fund III, Inc.	2,488	$27,044
WGS	GeneDx Holdings Corp.	100	$13,006
AUGO	Aura Minerals Inc.	200	$10,083
MUR	Murphy Oil Corp	260	$8,125
RELX	Relx PLC	172	$6,952
PIPR	Piper Sandler Companies	19	$6,454
UMC	United Microelectronics Corp	661	$5,195
WING	Wingstop Inc.	21	$5,008
SWKS	Skyworks Solutions, Inc.	66	$4,184
DOC	Healthpeak Properties, Inc.	249	$4,003
FE	Firstenergy Corp	89	$3,984
XYZ	Block, Inc.	51	$3,319
BCE	Bce Inc	139	$3,310
INSP	Inspire Medical Systems, Inc.	35	$3,228
ELF	e.l.f. Beauty, Inc.	34	$2,585
OKTA	Okta, Inc.	25	$2,161
NSP	Insperity, Inc.	52	$2,013
CVBF	Cvb Financial Corp	104	$1,934
PAAS	Pan American Silver Corp	32	$1,657
LW	Lamb Weston Holdings, Inc.	39	$1,633
UDR	UDR, Inc.	40	$1,467
BABA	Alibaba Group Holding Ltd	10	$1,465
PVH	Pvh Corp. /De/	21	$1,407
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,011 tracked positions · $191,381,681 total · filing declares 1,407 positions · $509,286,942 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,011 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	103,290	-500	$26,213,969	−7.1%	13.70%
CL	Colgate Palmolive Co Consumer Defensive	Added	147,209	+87	$12,546,622	+7.9%	6.56%
MSFT	Microsoft Corp Technology	Reduced	24,169	-733	$8,946,638	−25.7%	4.67%
JNJ	Johnson & Johnson Healthcare	Reduced	33,485	-544	$8,185,072	+16.2%	4.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,896	-3,911	$6,296,413	−22.1%	3.29%
NVDA	Nvidia Corp Technology	Reduced	30,751	-6,310	$5,362,973	−22.4%	2.80%
LLY	ELI LILLY & Co Healthcare	Reduced	4,854	-12	$4,464,562	−14.6%	2.33%
MRK	Merck & Co., Inc. Healthcare	Added	37,094	+420	$4,462,036	+15.6%	2.33%
XOM	ExxonMobil Holdings Corp Energy	Added	26,055	+206	$4,420,491	+42.1%	2.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,821	-215	$4,359,745	−10.0%	2.28%
AVGO	Broadcom Inc. Technology	Reduced	12,905	-237	$3,994,225	−12.2%	2.09%
ABBV	AbbVie Inc. Healthcare	Reduced	17,321	-65	$3,767,144	−5.2%	1.97%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,256	-2,492	$3,593,906	−21.2%	1.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	27,222	-363	$3,383,149	+10.1%	1.77%
V	Visa Inc. Financial Services	Reduced	10,249	-265	$3,097,657	−16.0%	1.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,613	-14	$2,603,670	+14.9%	1.36%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	48,701	-540	$2,374,173	−12.3%	1.24%
META	Meta Platforms, Inc. Communication Services	Reduced	3,737	-139	$2,138,048	−16.4%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,099	+143	$2,005,899	−2.1%	1.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	4,120	0	$1,974,303	−4.7%	1.03%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,029	+1	$1,869,530	−17.3%	0.98%
CAT	Caterpillar Inc Industrials	Reduced	2,638	-55	$1,868,916	+21.1%	0.98%
WELL	Welltower Inc. Real Estate	Added	9,082	+8,968	$1,795,601	+8386.2%	0.94%
PLD	Prologis, Inc. Real Estate	Added	12,692	+11,987	$1,677,628	+1764.1%	0.88%
ORCL	Oracle Corp Technology	Reduced	11,362	-113	$1,671,463	−25.3%	0.87%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	22,896	-792	$1,388,641	+8.7%	0.73%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	16,891	-20	$1,367,326	+0.7%	0.71%
NFLX	Netflix Inc Communication Services	Reduced	14,096	-41	$1,355,330	+2.3%	0.71%
UNH	Unitedhealth Group Inc Healthcare	Added	4,995	+122	$1,351,596	−16.0%	0.71%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,584	-24	$1,340,047	−5.2%	0.70%
MA	Mastercard Inc Financial Services	Reduced	2,619	-33	$1,308,609	−13.6%	0.68%
EQIX	Equinix Inc Real Estate	Added	1,329	+1,306	$1,302,738	+7293.1%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,428	+87	$1,217,340	+1.8%	0.64%
ADP	Automatic Data Processing Inc Technology	Added	5,793	+15	$1,177,020	−20.8%	0.62%
AMGN	Amgen Inc Healthcare	Reduced	3,122	-91	$1,098,475	+4.5%	0.57%
MCK	Mckesson Corp Healthcare	Reduced	1,233	-54	$1,066,988	+1.1%	0.56%
VRT	Vertiv Holdings Co Industrials	Reduced	4,171	-1,122	$1,045,168	+21.9%	0.55%
AMT	American Tower Corp /Ma/ Real Estate	Added	5,967	+5,862	$1,029,784	+5486.3%	0.54%
AMAT	Applied Materials Inc /De Technology	Added	2,992	+5	$1,022,635	+33.2%	0.53%
LMT	Lockheed Martin Corp Industrials	Reduced	1,659	-13	$1,002,682	+24.0%	0.52%
NEE	Nextera Energy Inc Utilities	Added	10,481	+202	$973,474	+18.0%	0.51%
ABT	Abbott Laboratories Healthcare	Added	9,450	+60	$970,231	−17.5%	0.51%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,008	-21	$934,855	+1.0%	0.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,794	-244	$915,096	−1.3%	0.48%
LIN	Linde PLC Basic Materials	Reduced	1,843	-6,666	$913,685	−74.8%	0.48%
ETN	Eaton Corp plc Industrials	Added	2,519	+17	$900,969	+13.1%	0.47%
DLR	Digital Realty Trust, Inc. Real Estate	Added	4,771	+4,621	$859,781	+3605.2%	0.45%
KO	Coca Cola Co Consumer Defensive	Added	11,066	+15	$841,569	+8.9%	0.44%
O	Realty Income Corp Real Estate	Added	13,290	+12,409	$813,081	+1537.3%	0.42%
HON	Honeywell International Inc Industrials	Added	3,596	+63	$812,803	+17.9%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.