Price Financial Group Wealth Management
Latest statistics and disclosures from Price Financial Group Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002107127
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Portfolio Holdings for Price Financial Group Wealth Management
Price Financial Group Wealth Management holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class Class A Equity (GOOGL) | 8.4 | $511k | 1.5k | 337.42 |
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| Aflac Equity (AFL) | 8.0 | $483k | 4.2k | 114.68 |
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| Nvidia Corp Equity (NVDA) | 7.7 | $464k | 2.3k | 202.06 |
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| Microsoft Corp Equity (MSFT) | 5.3 | $322k | 770.00 | 418.05 |
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| Costco Whsl Corp Equity (COST) | 4.8 | $291k | 292.00 | 998.04 |
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| Amazon.com Equity (AMZN) | 4.4 | $269k | 1.1k | 248.30 |
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| Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) | 4.1 | $250k | 6.1k | 40.64 |
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| Blackrock Ishares Dynamic Equity Active Etf Etf (BDYN) | 4.0 | $241k | 9.2k | 26.27 |
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| Vanguard S&p 500 Etf Etf (VOO) | 3.8 | $233k | 357.00 | 651.48 |
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| Disney Walt Equity (DIS) | 3.6 | $220k | 2.1k | 106.30 |
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| Xcel Energy Equity (XEL) | 3.6 | $216k | 2.7k | 80.32 |
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| Chevron Corp Equity (CVX) | 3.4 | $208k | 1.1k | 183.33 |
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| Starbucks Corp Equity (SBUX) | 3.3 | $200k | 2.0k | 98.95 |
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| Ge Vernova Equity (GEV) | 3.1 | $190k | 192.00 | 988.28 |
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| Meta Platforms Inc Class Class A Equity (META) | 3.1 | $187k | 278.00 | 672.10 |
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| Broadcom Equity (AVGO) | 2.9 | $177k | 442.00 | 399.26 |
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| Unitedhealth Group Equity (UNH) | 2.7 | $166k | 514.00 | 323.55 |
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| Ge Aerospace Equity (GE) | 2.6 | $158k | 520.00 | 303.53 |
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| Apple Equity (AAPL) | 2.6 | $155k | 568.00 | 273.24 |
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| Advanced Micro Devic Equity (AMD) | 2.5 | $149k | 540.00 | 274.95 |
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| Airbnb Inc Class Class A Equity (ABNB) | 2.4 | $144k | 1.0k | 143.59 |
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| Palo Alto Networks Equity (PANW) | 2.2 | $134k | 791.00 | 169.55 |
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| Johnson & Johnson Equity (JNJ) | 2.1 | $126k | 545.00 | 230.75 |
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| Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI) | 2.0 | $119k | 341.00 | 349.77 |
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| State Street Spdr Portfolio S&p 500 Growthetf Etf | 1.9 | $116k | 1.1k | 110.51 |
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| Boeing Equity (BA) | 1.9 | $114k | 507.00 | 225.08 |
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| State Street Financial Select Sector Spdr Etf Etf (XLF) | 1.8 | $110k | 2.1k | 52.63 |
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| Cisco Sys Equity (CSCO) | 1.8 | $106k | 1.2k | 87.74 |
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Past Filings by Price Financial Group Wealth Management
SEC 13F filings are viewable for Price Financial Group Wealth Management going back to 2026
- Price Financial Group Wealth Management 2026 Q1 filed May 8, 2026