Prentice Wealth Management LLC has filed its latest 13F-HR report, revealing a total of $492,506,508 in holdings as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and positions across various sectors.
The report, filed on October 20, 2026, indicates that Prentice Wealth Management holds a diverse array of assets, reflecting its approach to wealth management in a competitive landscape. The firm is based in Rochester, New York, and continues to navigate the complexities of the financial markets.
Background
Prentice Wealth Management LLC is categorized under the SIC description for asset management firms. The company has been active in filing with the SEC, with its most recent filings including multiple 13F-HR forms throughout 2026. The firm is focused on managing investments for its clients, which is evident from its substantial portfolio reported in this latest filing.
What the Filing Says
The filing details a total of 124 entries in the investment table, showcasing a variety of companies and sectors. The report highlights the firm's strategy of holding significant shares in established corporations, which may include major players across different industries.
Impact
This filing may affect clients and stakeholders of Prentice Wealth Management LLC, as it provides transparency regarding the firm’s investment decisions and asset allocations. Additionally, it offers insights for competitors in the wealth management industry, as firms analyze each other's strategies and holdings.
What's Next
The filing does not say what happens next.