PGIM Custom Harvest LLC — 13F Holdings

2026 Q2  ·  318 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, PGIM Custom Harvest LLC maintained a portfolio of 318 distinct positions. The most significant new addition was ISHARES INC, now representing 0.01% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 727.6%. The fund also reduced its exposure to ISHARES TR by 85.3%.
Position History hover any row below to update
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PGIM Custom Harvest LLC Newark, NJ RIA / Tax-Managed Equity Subsidiary AUM $7,976M
PCA Score Concentration Risk
Risk ENB
Total Positions
318
Quarter
2026 Q2
Top Holding
IYW (14.4%)
Top 10 Concentration
60.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 318

PGIM Custom Harvest LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IYW
ISHARES TR
ETF 14.37% 12.88% #1
Prev: #1
6.5
4,225 0.1%
P
S
4,549,815 $1,147,599,879 2020 Q4 13F Filing 2026-06-30 2026-08-13
VGT
VANGUARD WORLD ...
ETF 10.20% 8.97% #2
Prev: #2
8.5
5,990,317 727.6%
P
S
6,813,664 $814,369,223 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLK
SELECT SECTOR S...
Unknown 9.26% 8.03% #3
Prev: #3
5.2
10,636 0.3%
P
S
3,881,651 $739,532,185 2020 Q4 13F Filing 2026-06-30 2026-08-13
VOX
VANGUARD WORLD ...
ETF 4.83% 5.63% #4
Prev: #4
2.9
91,329 4.6%
P
S
2,096,665 $385,681,447 2020 Q4 13F Filing 2026-06-30 2026-08-13
VIS
VANGUARD WORLD ...
ETF 4.72% 4.91% #5
Prev: #5
2.9
39,360 3.9%
P
S
1,046,706 $377,211,915 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLF
SELECT SECTOR S...
ETF 3.87% 3.86% #6 1
Prev: #7
3.5
754,560 15.1%
P
S
5,759,931 $308,789,892 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLY
SELECT SECTOR S...
Unknown 3.67% 4.13% #7 1
Prev: #6
2.0
73,926 3.0%
P
S
2,501,017 $293,319,314 2020 Q4 13F Filing 2026-06-30 2026-08-13
VHT
VANGUARD WORLD ...
ETF 3.40% 3.76% #8
Prev: #8
1.9
25,893 2.9%
P
S
909,110 $271,832,772 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLI
SELECT SECTOR S...
ETF 3.04% 2.98% #9 1
Prev: #10
3.2
130,304 11.0%
P
S
1,311,071 $242,849,551 2020 Q4 13F Filing 2026-06-30 2026-08-13
VFH
VANGUARD WORLD ...
ETF 2.78% 3.06% #10 1
Prev: #9
1.6
62,529 3.9%
P
S
1,686,235 $221,908,501 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLV
SELECT SECTOR S...
ETF 2.28% 2.20% #11 2
Prev: #13
2.9
186,837 19.4%
P
S
1,148,086 $182,155,377 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLC
SELECT SECTOR S...
ETF 2.21% 2.85% #12 1
Prev: #11
1.4
-1,756 -0.1%
P
S
1,644,665 $176,193,031 2020 Q4 13F Filing 2026-06-30 2026-08-13
VCR
VANGUARD WORLD ...
ETF 2.02% 2.22% #13 1
Prev: #12
1.3
11,077 2.8%
P
S
407,202 $161,500,554 2020 Q4 13F Filing 2026-06-30 2026-08-13
IXN
ISHARES TR
ETF 1.98% 1.72% #14 2
Prev: #16
1.3
-8,072 -0.7%
P
S
1,093,248 $157,952,510 2023 Q4 13F Filing 2026-06-30 2026-08-13
IYF
ISHARES TR
ETF 1.71% 1.96% #15 1
Prev: #14
1.2
2,787 0.3%
P
S
1,072,262 $136,724,206 2020 Q4 13F Filing 2026-06-30 2026-08-13
TRUT
VANECK ETF TRUS...
ETF 1.48% 0.52% #16 20
Prev: #36
3.6
2,366,300 170.6%
P
S
3,752,995 $117,817,021 2025 Q3 13F Filing 2026-06-30 2026-08-13
VDC
VANGUARD WORLD ...
ETF 1.40% 1.64% #17
Prev: #17
2.6
27,275 5.8%
P
S
496,263 $111,902,277 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLE
SELECT SECTOR S...
Unknown 1.22% 1.74% #18 3
Prev: #15
1.0
10,191 0.6%
P
S
1,831,848 $97,289,454 2020 Q4 13F Filing 2026-06-30 2026-08-13
IYC
ISHARES TR
ETF 1.19% 1.45% #19
Prev: #19
1.0
-17,616 -1.8%
P
S
940,197 $95,053,923 2020 Q4 13F Filing 2026-06-30 2026-08-13
GXPT
GLOBAL X FDS
Unknown 1.13% 0.51% #20 17
Prev: #37
3.5
1,443,248 109.1%
P
S
2,766,648 $90,580,056 2025 Q3 13F Filing 2026-06-30 2026-08-13
IYE
ISHARES TR
ETF 1.11% 1.48% #21 3
Prev: #18
2.4
107,638 7.4%
P
S
1,567,303 $88,693,675 2021 Q1 13F Filing 2026-06-30 2026-08-13
XLP
SELECT SECTOR S...
Unknown 1.00% 1.21% #22 2
Prev: #20
0.9
14,417 1.5%
P
S
960,549 $79,792,812 2020 Q4 13F Filing 2026-06-30 2026-08-13
IYH
ISHARES TR
ETF 0.89% 1.03% #23 2
Prev: #21
0.9
-13,859 -1.3%
P
S
1,054,594 $70,668,340 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLU
SELECT SECTOR S...
ETF 0.85% 1.02% #24 2
Prev: #22
2.3
72,434 5.1%
P
S
1,501,241 $68,066,287 2020 Q4 13F Filing 2026-06-30 2026-08-13
IXP
ISHARES TR
ETF 0.84% 0.96% #25 2
Prev: #23
2.3
63,398 11.9%
P
S
597,331 $67,407,020 2020 Q4 13F Filing 2026-06-30 2026-08-13
IYJ
ISHARES TR
ETF 0.81% 0.89% #26 1
Prev: #25
0.8
4,058 1.1%
P
S
389,701 $64,943,572 2021 Q2 13F Filing 2026-06-30 2026-08-13
VDE
VANGUARD WORLD ...
ETF 0.74% 0.96% #27 3
Prev: #24
2.3
38,067 10.8%
P
S
392,086 $58,863,919 2020 Q4 13F Filing 2026-06-30 2026-08-13
AAXJ
ISHARES TR
ETF 0.72% 0.52% #28 7
Prev: #35
2.8
133,970 38.4%
P
S
482,898 $57,624,197 2020 Q4 13F Filing 2026-06-30 2026-08-13
GXPS
GLOBAL X FDS
Unknown 0.71% 0.67% #29
Prev: #29
2.8
516,819 31.6%
P
S
2,149,911 $56,370,665 2025 Q3 13F Filing 2026-06-30 2026-08-13
XLB
SELECT SECTOR S...
Unknown 0.69% 0.78% #30 3
Prev: #27
2.3
91,843 9.2%
P
S
1,086,212 $55,212,156 2020 Q4 13F Filing 2026-06-30 2026-08-13
IGM
ISHARES TR
ETF 0.67% 0.68% #31 3
Prev: #28
0.8
-41,593 -11.3%
P
S
327,192 $53,521,983 2024 Q2 13F Filing 2026-06-30 2026-08-13
EZU
ISHARES INC
ETF 0.62% 0.49% #32 8
Prev: #40
2.7
214,162 42.5%
P
S
717,824 $49,888,796 2020 Q4 13F Filing 2026-06-30 2026-08-13
VPU
VANGUARD WORLD ...
ETF 0.61% 0.66% #33 3
Prev: #30
2.2
34,308 16.1%
P
S
247,584 $48,459,476 2020 Q4 13F Filing 2026-06-30 2026-08-13
EEMA
ISHARES INC
ETF 0.57% 0.51% #34 4
Prev: #38
2.2
47,703 14.0%
P
S
387,880 $45,366,435 2020 Q4 13F Filing 2026-06-30 2026-08-13
N/A
VANECK ETF TRUS...
ETF 0.56% 0.54% #35 1
Prev: #34
2.7
363,935 25.5%
P
S
1,792,511 $44,493,887 13F Filing 2026-06-30 2026-08-13
GXPD
GLOBAL X FDS
Unknown 0.55% 0.41% #36 7
Prev: #43
3.2
573,385 52.3%
P
S
1,669,278 $43,585,850 2025 Q3 13F Filing 2026-06-30 2026-08-13
FEZ
SPDR INDEX SHS ...
Unknown 0.53% 0.55% #37 4
Prev: #33
2.2
40,898 7.2%
P
S
612,682 $42,078,986 2020 Q4 13F Filing 2026-06-30 2026-08-13
VAW
VANGUARD WORLD ...
ETF 0.52% 0.60% #38 7
Prev: #31
2.2
12,031 7.1%
P
S
182,352 $41,720,150 2020 Q4 13F Filing 2026-06-30 2026-08-13
XLRE
SELECT SECTOR S...
ETF 0.52% 0.50% #39
Prev: #39
2.7
163,741 20.9%
P
S
947,212 $41,705,769 2020 Q4 13F Filing 2026-06-30 2026-08-13
VNQ
VANGUARD INDEX ...
ETF 0.51% 0.57% #40 8
Prev: #32
0.7
10,079 2.4%
P
S
424,203 $40,905,926 2020 Q4 13F Filing 2026-06-30 2026-08-13
EWJ
ISHARES INC
ETF 0.48% 0.42% #41 1
Prev: #42
2.7
95,783 30.3%
P
S
411,934 $38,421,078 2020 Q4 13F Filing 2026-06-30 2026-08-13
GXPC
GLOBAL X FDS
Unknown 0.47% 0.27% #42 7
Prev: #49
3.2
612,147 95.8%
P
S
1,250,858 $37,263,063 2025 Q3 13F Filing 2026-06-30 2026-08-13
IYG
ISHARES TR
ETF 0.41% 0.47% #43 2
Prev: #41
0.7
-2,891 -0.8%
P
S
362,421 $32,788,213 2022 Q4 13F Filing 2026-06-30 2026-08-13
TRUD
VANECK ETF TRUS...
ETF 0.38% 0.31% #44 3
Prev: #47
2.7
339,662 40.2%
P
S
1,183,807 $30,726,178 2025 Q3 13F Filing 2026-06-30 2026-08-13
QQQ
INVESCO QQQ TR
ETF 0.35% 0.34% #45 1
Prev: #46
0.6
633 1.7%
P
S
38,212 $28,139,917 2020 Q4 13F Filing 2026-06-30 2026-08-13
EXI
ISHARES TR
ETF 0.35% 0.40% #46 2
Prev: #44
0.6
-2,013 -1.4%
P
S
139,478 $27,965,319 2020 Q4 13F Filing 2026-06-30 2026-08-13
RSPT
INVESCO EXCHANG...
Unknown 0.31% 0.29% #47 1
Prev: #48
0.6
-23,848 -5.8%
P
S
388,662 $25,068,719 2021 Q3 13F Filing 2026-06-30 2026-08-13
IYK
ISHARES TR
ETF 0.28% 0.35% #48 3
Prev: #45
0.6
-10,482 -3.3%
P
S
308,545 $22,418,844 2020 Q4 13F Filing 2026-06-30 2026-08-13
EWU
ISHARES TR
ETF 0.25% 0.23% #49 3
Prev: #52
2.6
108,994 33.2%
P
S
437,274 $20,175,834 2020 Q4 13F Filing 2026-06-30 2026-08-13
EWC
ISHARES INC
ETF 0.24% 0.21% #50 3
Prev: #53
2.6
98,175 40.8%
P
S
338,838 $19,530,628 2020 Q4 13F Filing 2026-06-30 2026-08-13
Showing 1-50 of 318 holdings

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