Prestige Wealth Management Group LLC
Annual return '25
+8.8%
SPY '25
+17.7%
Alpha
-8.9ptsvs SPY
Invested
$837.6M
Holdings
1,121
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
10.4%
02
$ICVT
ISHARES TR
Held since at least Q1 2024
5.9%
03
$BND
VANGUARD BD INDEX FDS
Q1 2026: Sold 0.9% (20.1k → 19.9k shares)
5.9%
04
$MBB
ISHARES TR
Q1 2026: Increased +4.5% (268.3k → 280.3k shares)
5.9%
05
$AGGY
WISDOMTREE TR
Held since at least Q1 2024
5.9%
06
$AAPL
APPLE INC
Q1 2026: Increased +1.4% (37.0k → 37.5k shares)
5.1%
07
$QGRW
WISDOMTREE TR
Held since at least Q1 2024
3.8%
08
$XLC
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.7%
09
$CL
COLGATE PALMOLIVE CO
Q1 2026: New position (5.6k shares)
2.5%
10
$XLY
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:40 UTC.