Holdings of Prestige Wealth Management Group LLC
1033 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55.5 % of the equity sleeve
Sector breakdown
- Technology 11.6 %
- Health care 7.3 %
- Funds 6.9 %
- Consumer staples 4.8 %
- Financials 4.1 %
- Communication 2.5 %
- Real estate 2.5 %
- Industrials 2.3 %
- Consumer discretionary 2.2 %
- Energy 1.3 %
- Utilities 0.8 %
- Materials 0.3 %
- Unattributed 53.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.2 %
- NL 0.0 %
- GB 0.0 %
- FR 0.0 %
- BE 0.0 %
- AU 0.0 %
- DE 0.0 %
- DK 0.0 %
- IN 0.0 %
- PH 0.0 %
- JP 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,009 | 457.4M $ | 99.78 % |
| 2 | TW | 1 | 804.2K $ | 0.18 % |
| 3 | NL | 3 | 56.4K $ | 0.01 % |
| 4 | GB | 6 | 47.7K $ | 0.01 % |
| 5 | FR | 1 | 41K $ | 0.01 % |
| 6 | BE | 1 | 20.8K $ | 0.00 % |
| 7 | AU | 2 | 9.3K $ | 0.00 % |
| 8 | DE | 1 | 9.2K $ | 0.00 % |
| 9 | DK | 1 | 6K $ | 0.00 % |
| 10 | IN | 1 | 2.1K $ | 0.00 % |
| 11 | PH | 1 | 1.4K $ | 0.00 % |
| 12 | JP | 1 | 1.2K $ | 0.00 % |