Prestige Wealth Management Group LLC
Filing Date
Global Rank
#4,289
/ 8,578
▼ 33
Top Industry
Consumer Electronics
13.7%
3Y Alpha vs SPY
-3.3%
Period ended 3 months ago
Filed May 13, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.5%
SPY
+74.2%
Annualised alpha
-3.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 29.1% | $55,701,860 |
| Healthcare | 18.0% | $34,495,351 |
| Consumer Defensive | 11.6% | $22,241,929 |
| Financial Services | 10.3% | $19,770,828 |
| Real Estate | 7.0% | $13,285,644 |
| Communication Services | 5.9% | $11,202,516 |
| Industrials | 5.7% | $10,814,082 |
| Consumer Cyclical | 5.4% | $10,362,941 |
| Energy | 3.6% | $6,832,253 |
| Utilities | 2.2% | $4,294,629 |
| Basic Materials | 1.0% | $1,861,270 |
| Unclassified | 0.1% | $260,688 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
130 positions ·
$34,495,351 total
· Healthcare 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 130 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 33,485 | $8,185,072 | 23.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 4,854 | $4,464,562 | 12.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 37,094 | $4,462,036 | 12.94% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 17,321 | $3,767,144 | 10.92% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 22,896 | $1,388,641 | 4.03% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,995 | $1,351,596 | 3.92% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,122 | $1,098,475 | 3.18% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 1,233 | $1,066,988 | 3.09% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 9,450 | $970,231 | 2.81% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 8,200 | $710,529 | 2.06% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 1,348 | $662,582 | 1.92% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 23,596 | $662,574 | 1.92% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 3,481 | $659,997 | 1.91% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 4,724 | $658,383 | 1.91% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,996 | $655,865 | 1.90% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 1,129 | $520,457 | 1.51% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 1,071 | $506,839 | 1.47% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 5,306 | $381,076 | 1.10% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 847 | $378,218 | 1.10% | |
| THC |
Tenet Healthcare Corp
Healthcare
|
Reduced | 1,970 | $371,758 | 1.08% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 4,571 | $286,830 | 0.83% | |
| NVS |
Novartis AG
Healthcare
|
Held | 1,305 | $199,338 | 0.58% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 505 | $147,838 | 0.43% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 477 | $127,239 | 0.37% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
Added | 2,800 | $126,616 | 0.37% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Added | 226 | $74,776 | 0.22% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 346 | $63,431 | 0.18% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 63 | $48,676 | 0.14% | |
| PHG |
Koninklijke Philips NV
Healthcare
|
Held | 1,685 | $46,169 | 0.13% | |
| SNY |
Sanofi
Healthcare
|
Held | 850 | $40,953 | 0.12% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 106 | $33,298 | 0.10% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 272 | $32,152 | 0.09% | |
| ALC |
Alcon Inc
Healthcare
|
Held | 251 | $18,912 | 0.05% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Held | 78 | $16,482 | 0.05% | |
| WAT |
Waters Corp /De/
Healthcare
|
Added | 55 | $16,379 | 0.05% | |
| OGN |
Organon & Co.
Healthcare
|
Reduced | 2,103 | $12,596 | 0.04% | |
| INCY |
Incyte Corp
Healthcare
|
Held | 132 | $12,423 | 0.04% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Held | 43 | $11,471 | 0.03% | |
| VTRS |
Viatris Inc
Healthcare
|
Held | 814 | $10,996 | 0.03% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Held | 56 | $10,974 | 0.03% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
Added | 440 | $9,134 | 0.03% | |
| UHS |
Universal Health Services Inc
Healthcare
|
Held | 51 | $9,127 | 0.03% | |
| HUM |
Humana Inc
Healthcare
|
Reduced | 50 | $8,669 | 0.03% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Held | 14 | $8,301 | 0.02% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Held | 14 | $7,866 | 0.02% | |
| DVA |
Davita Inc.
Healthcare
|
Held | 48 | $7,377 | 0.02% | |
| NEOG |
Neogen Corp
Healthcare
|
Held | 790 | $7,339 | 0.02% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
Added | 53 | $7,064 | 0.02% | |
| MRNA |
Moderna, Inc.
Healthcare
|
Held | 137 | $6,959 | 0.02% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Added | 107 | $6,708 | 0.02% |