Prestige Wealth Management Group LLC - Portfolio Stock Holdings

Prestige Wealth Management Group LLC disclosed 1173 stock positions in a recent SEC 13F filing. $500,418,180 of stock holdings were filed, with the largest holdings including DGRW, ICVT, and BND. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.

We estimate the fund has a total AUM of $666,402,517 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.