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Manager record

Prestige Wealth Management Group LLC

Flemington, NJ · CIK 1772715 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$550.84MReported 13F valueQ2 2026 · as filed
1,409Holdings listed
+8.2%vs prior quartervalue change includes market moves
9Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2024 to Q2 2026Q2 2024: $463.1M$463.1MQ2 20241,263 holdingsQ3 2024: $483.6M$483.6MQ3 20241,324 holdingsQ4 2024: $481.0M$481.0MQ4 20241,334 holdingsQ1 2025: $467.9M$467.9MQ1 20251,297 holdingsQ2 2025: $490.7M$490.7MQ2 20251,299 holdingsQ3 2025: $518.2M$518.2MQ3 20251,286 holdingsQ4 2025: $524.1M$524.1MQ4 20251,302 holdingsQ1 2026: $509.3M$509.3MQ1 20261,407 holdingsQ2 2026: $550.8M$550.8MQ2 20261,409 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$550.84M · 1,409 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$509.29M · 1,407 holdings listed · View original SEC filing ↗
Feb 20 2026 13F-HR/A · period Q3 2025

$518.24M · 1,286 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 20 2026 13F-HR/A · period Q2 2024

$463.10M · 1,263 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 20 2026 13F-HR/A · period Q3 2024

$483.65M · 1,324 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 20 2026 13F-HR/A · period Q4 2024

$481.05M · 1,334 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 20 2026 13F-HR/A · period Q1 2025

$467.86M · 1,297 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 20 2026 13F-HR/A · period Q2 2025

$490.73M · 1,299 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$524.10M · 1,302 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$518.24M · 1,286 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$490.73M · 1,299 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology