Prestige Wealth Management Group LLC
•CIK: 1772715•Filing: Q4 2025
**Prestige Wealth Management Group LLC** manages $524M across a diversified portfolio of 1,009 positions. The fund exhibits significant allocations to fixed income and technology, notably holding DGRW at $55.7M and AAPL at $28.2M. Key defensive and income-oriented positions include ICVT ($29.1M), BND ($28.8M), and USHY ($28.6M). This structure suggests a focus on capital preservation within a multi-asset framework.
Total AUM
$524.1M
QoQ Performance
+1.1%
Positions
928
Top 10 Concentration
50.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRW
ICVT
BND
USHY
AAPL
AGGY
DGRW10.6%
ICVT5.5%
BND5.5%
USHY5.4%
AAPL5.4%
AGGY5.3%
QGRW4.3%
XLF2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.6%
Technology13.2%
Healthcare5.7%
Financial3.6%
Consumer3.3%
Materials1.7%
Industrial1.0%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+796 more exited positions
Changes from Q3 2025
NEW5 new positions
↑113 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023