Prestige Wealth Management Group LLC ETF holdings
Flemington, NJ
Reported $332.3M in 116 ETFs in its Form 13F for June 30, 2026.
ETF value
$332.3M
ETFs held
116
Change from prior quarter
+4.6%
With price moves
ETFs as a share of its 13F
60.4%
of $550.6M
Top 10 of 116 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $57.9M | 605,899 | +2,273 shares |
| MBB | iShares MBS ETF | $34.2M | 361,979 | +45,938 shares |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $30.3M | 818,912 | +807,085 shares |
| BND | Vanguard Total Bond Market ETF | $30.0M | 409,324 | −1,560 shares |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $29.3M | 674,986 | −11,108 shares |
| QGRW | Wisdomtree U.S. Quality Growth Fund | $23.8M | 360,786 | +1,521 shares |
| VTV | Vanguard Morningstar Value ETF | $11.9M | 54,640 | +459 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $9.8M | 61,524 | +332 shares |
| MDYV | State Street SPDR S&P 400 Mid Cap Value ETF | $9.1M | 95,461 | +716 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $8.9M | 46,870 | +92 shares |
106 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001772715. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Prestige Wealth Management Group LLC own?
Prestige Wealth Management Group LLC reported 116 ETF positions worth $332.3M in its Form 13F for June 30, 2026. The largest was DGRW, at $57.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.