Prestige Wealth Management Group LLC

Prestige Wealth Management Group LLC reported 1,409 holdings worth US$551M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Prestige Wealth Management Group LLC reported 1,409 holdings worth US$551M as of Jun 30, 2026. Largest: Apple Inc, Colgate-palmolive Company and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
1,409
Value as reported
US$551M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc106KUS$30.7M5.6%
Colgate-palmolive Company146KUS$13.4M2.4%
Microsoft Corp.25,555US$9.53M1.7%
Alphabet Inc (google) Class C23,751US$8.49M1.5%
Johnson & Johnson33,173US$8.42M1.5%
Nvidia Corporation31,211US$6.25M1.1%
Jp Morgan Chase & Co.17,005US$5.57M1.0%
Eli Lilly And Company4,518US$5.42M0.98%
Broadcom Inc.13,130US$4.96M0.90%
Merck & Company, Inc.36,409US$4.71M0.85%
Abbvie Inc.17,347US$4.37M0.79%
Exxon Mobil Corporation29,402US$4.02M0.73%
Amazon.com, Inc.16,547US$3.94M0.72%
Caterpillar, Inc.3,563US$3.79M0.69%
Visa Inc.10,894US$3.74M0.68%
Walmart Inc.31,883US$3.61M0.66%
Bank Of America Corporation56,219US$3.2M0.58%
Costco Wholesale Corporation3,104US$2.9M0.53%
Home Depot, Inc. (the)7,540US$2.66M0.48%
Meta Platforms, Inc.4,568US$2.57M0.47%
Applied Materials, Inc.3,074US$2.22M0.40%
Unitedhealth Group Incorporated4,716US$1.96M0.36%
Goldman Sachs Group, Inc. (the)1,862US$1.88M0.34%
Oracle Corporation12,691US$1.86M0.34%
Mastercard Incorporated3,496US$1.8M0.33%
Berkshire Hathaway Inc.3,585US$1.79M0.33%
Tesla, Inc.4,187US$1.76M0.32%
Cisco Systems, Inc.14,628US$1.72M0.31%
Procter & Gamble Company (the)11,286US$1.66M0.30%
Vertiv Holdings, Llc4,477US$1.5M0.27%
Nextera Energy, Inc.16,028US$1.41M0.26%
Public Service Enterprise Group Incorporated16,897US$1.37M0.25%
Kla Corporation4,377US$1.32M0.24%
Coca-cola Company (the)15,495US$1.27M0.23%
Lam Research Corporation2,895US$1.26M0.23%
Union Pacific Corporation4,582US$1.25M0.23%
Welltower Inc.5,283US$1.2M0.22%
Bristol-myers Squibb Company20,647US$1.19M0.22%
Mcdonald's Corporation4,263US$1.15M0.21%
Taiwan Semiconductor Manufacturing Co., Ltd.2,402US$1.15M0.21%
Amgen Inc.3,138US$1.14M0.21%
Morgan Stanley5,415US$1.13M0.21%
Netflix, Inc.15,538US$1.11M0.20%
Lockheed Martin Corporation2,068US$1.05M0.19%
Prologis, Inc.7,290US$988K0.18%
Gilead Sciences, Inc.7,232US$914K0.17%
Automatic Data Processing, Inc.4,048US$914K0.17%
Mckesson Corporation1,124US$850K0.15%
Qualcomm Incorporated4,401US$813K0.15%
International Business Machines Corporation2,806US$789K0.14%
Texas Instruments Incorporated2,582US$770K0.14%
Amphenol Corporation4,357US$769K0.14%
Abbott Laboratories8,410US$763K0.14%
Pepsico, Inc.5,500US$745K0.14%
Equinix, Inc.691US$720K0.13%
Ge Aerospace1,910US$714K0.13%
Analog Devices, Inc.1,765US$701K0.13%
Emcor Group, Inc.812US$674K0.12%
Danaher Corporation3,374US$644K0.12%
The Bank Of New York Mellon Corporation4,194US$606K0.11%
Blackrock, Inc.613US$590K0.11%
Ge Vernova Inc.499US$586K0.11%
American Tower Corporation (reit)3,516US$581K0.11%
Cummins Inc.802US$572K0.10%
General Dynamics Corporation1,581US$560K0.10%
Lowe's Companies, Inc.2,512US$554K0.10%
S&p Global Inc.1,342US$547K0.10%
Realty Income Corporation8,288US$514K0.09%
Simon Property Group, Inc.2,272US$508K0.09%
American Electric Power Company, Inc.3,668US$502K0.09%
Constellation Energy Corporation1,997US$496K0.09%
Digital Realty Trust, Inc.2,657US$477K0.09%
Thermo Fisher Scientific Inc928US$466K0.08%
Public Storage1,344US$428K0.08%
Pfizer, Inc.17,600US$424K0.08%
Moog Inc.991US$420K0.08%
Rtx Corporation2,014US$382K0.07%
Conocophillips3,573US$371K0.07%
Hca Healthcare, Inc.947US$369K0.07%
Advanced Micro Devices Inc626US$364K0.07%
Ventas, Inc.4,066US$361K0.07%
Arista Networks, Inc.2,119US$360K0.07%
Coherent Corp.885US$349K0.06%
Cvs Health Corporation3,341US$346K0.06%
Micron Technology, Inc.289US$334K0.06%
Cme Group Inc.1,505US$332K0.06%
Intuitive Surgical, Inc.814US$324K0.06%
Oklo Inc.6,031US$316K0.06%
Cbre Group Inc2,320US$312K0.06%
Stryker Corporation944US$298K0.05%
Mondelez International, Inc.4,945US$289K0.05%
Citigroup, Inc.2,054US$287K0.05%
Phillips 661,665US$281K0.05%
Space Exploration Technologies Corp1,630US$279K0.05%
Vertex Pharmaceuticals Incorporated556US$276K0.05%
At&t Inc.13,106US$271K0.05%
Parsons Corporation5,135US$269K0.05%
Crown Castle Inc.3,534US$268K0.05%
Starbucks Corporation2,597US$265K0.05%
Intercontinental Exchange Inc.2,151US$265K0.05%

Every holding of Prestige Wealth Management Group LLC

Source

View original at SEC

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