Prestige Wealth Management Group LLC

CIK

1772715

Location

FLEMINGTON, NJ

Portfolio Value

Micro $1,861,270

Diversification

Diversified

Filing Date

Global Rank

#3,962 / 8,232 ▲ 107

Top Industry

Consumer Electronics 13.7%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.1%

SPY

+76.3%

Annualised alpha

-3.3%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,009 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.7%

−0.2 pts

Top 5

32.5%

−0.6 pts

Top 10

44.6%

−1.4 pts

HHI

353

Diversified−13

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%	$34,495,351	130
Consumer Defensive	11.6%	$22,241,929	50
Financial Services	10.3%	$19,770,828	161
Real Estate	7.0%	$13,285,644	64
Communication Services	5.9%	$11,202,516	37
Industrials	5.7%	$10,814,082	146
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
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
NPO	Enpro Inc.	4	$1,002
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
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
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
PIPR	Piper Sandler Companies	19	$1,613
UDR	UDR, Inc.	40	$1,467
BABA	Alibaba Group Holding Ltd	10	$1,465
PVH	Pvh Corp. /De/	21	$1,407
GBTC	Grayscale Bitcoin Trust ETF	20	$1,367
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $1,861,270 total · Basic Materials only · 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 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Reduced	1,843	-6,666	$913,685	−74.8%	49.09%
SHW	Sherwin Williams Co Basic Materials	Reduced	971	-3,426	$311,253	−78.2%	16.72%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	954	-3,193	$277,127	−72.9%	14.89%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	495	-256	$37,698	+3.3%	2.03%
CTVA	Corteva, Inc. Basic Materials	Reduced	445	-10,091	$37,250	−94.7%	2.00%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	323	-15,357	$34,964	−97.8%	1.88%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	590	-20,207	$34,679	−96.7%	1.86%
NUE	Nucor Corp Basic Materials	Reduced	136	-3,096	$22,997	−95.6%	1.24%
ECL	Ecolab Inc. Basic Materials	Reduced	79	-4,015	$21,015	−98.0%	1.13%
RGLD	Royal Gold Inc Basic Materials	Added	63	+15	$16,032	+50.3%	0.86%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	27	-867	$15,894	−97.1%	0.85%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	293	-5,910	$13,419	−94.6%	0.72%
CRH	Crh Public Ltd Co Basic Materials	NEW	100	NEW	$10,512	NEW	0.56%
DOW	Dow Inc. Basic Materials	Reduced	245	-8,708	$10,203	−95.1%	0.55%
VMC	Vulcan Materials CO Basic Materials	Reduced	31	-2,035	$8,441	−98.6%	0.45%
BHP	BHP Group Ltd Basic Materials	Added	116	+16	$8,437	+39.8%	0.45%
MP	MP Materials Corp. / DE Basic Materials	Reduced	171	-3	$8,252	−6.1%	0.44%
AA	Alcoa Corp Basic Materials	Added	98	+4	$6,499	+30.1%	0.35%
CE	Celanese Corp Basic Materials	Added	95	+10	$6,248	+73.9%	0.34%
STLD	Steel Dynamics Inc Basic Materials	Reduced	34	-5,350	$6,120	−99.3%	0.33%
CLF	Cleveland-Cliffs Inc. Basic Materials	Held	668	0	$5,644	−36.4%	0.30%
RPM	Rpm International Inc/De/ Basic Materials	Added	51	+2	$5,069	−0.5%	0.27%
ALB	Albemarle Corp Basic Materials	Held	26	0	$4,667	+26.9%	0.25%
TECK	Teck Resources Ltd Basic Materials	Reduced	84	-156	$4,347	−62.2%	0.23%
PPG	Ppg Industries Inc Basic Materials	Reduced	37	-3,348	$3,954	−98.9%	0.21%
AEM	Agnico Eagle Mines Ltd Basic Materials	NEW	15	NEW	$3,044	NEW	0.16%
RS	Reliance, Inc. Basic Materials	Added	10	+1	$3,039	+16.9%	0.16%
OLN	OLIN Corp Basic Materials	Held	100	0	$2,973	+42.7%	0.16%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	40	-3,522	$2,902	−98.8%	0.16%
LYB	LyondellBasell Industries N.V. Basic Materials	Reduced	36	-4,555	$2,900	−98.5%	0.16%
FMC	Fmc Corp Basic Materials	Held	127	0	$2,186	+24.1%	0.12%
KALU	Kaiser Aluminum Corp Basic Materials	Held	17	0	$2,048	+4.9%	0.11%
CC	Chemours Co Basic Materials	Reduced	84	-10	$1,850	+67.0%	0.10%
FUL	Fuller H B Co Basic Materials	Added	28	+5	$1,727	+26.3%	0.09%
CDE	Coeur Mining, Inc. Basic Materials	Held	80	0	$1,501	+5.3%	0.08%
HUN	Huntsman CORP Basic Materials	Held	90	0	$1,197	+33.0%	0.06%
DRD	Drdgold Ltd Basic Materials	Held	38	0	$1,116	−5.3%	0.06%
RYAM	Rayonier Advanced Materials Inc. Basic Materials	Held	99	0	$1,095	+87.8%	0.06%
RIO	Rio Tinto PLC Basic Materials	NEW	10	NEW	$932	NEW	0.05%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Held	5	0	$858	+6.3%	0.05%
KNF	Knife River Corp Basic Materials	Held	10	0	$816	+16.1%	0.04%
WDFC	Wd 40 Co Basic Materials	Held	4	0	$815	+3.6%	0.04%
EMN	Eastman Chemical Co Basic Materials	NEW	10	NEW	$763	NEW	0.04%
NEU	Newmarket Corp Basic Materials	NEW	1	NEW	$640	NEW	0.03%
NG	Novagold Resources Inc Basic Materials	NEW	70	NEW	$628	NEW	0.03%
KWR	Quaker Chemical Corp Basic Materials	Held	5	0	$621	−9.5%	0.03%
EXP	Eagle Materials Inc Basic Materials	Held	3	0	$568	−8.4%	0.03%
SLVM	Sylvamo Corp Basic Materials	Held	13	0	$549	−12.2%	0.03%
SMG	Scotts Miracle-Gro Co Basic Materials	Reduced	8	-7	$486	−44.4%	0.03%
ESI	Element Solutions Inc Basic Materials	NEW	14	NEW	$477	NEW	0.03%