Price Financial Group Wealth Management as of March 31, 2026
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 | |
| Aflac Equity (AFL) | 8.0 | $483k | 4.2k | 114.68 | |
| Nvidia Corp Equity (NVDA) | 7.7 | $464k | 2.3k | 202.06 | |
| Microsoft Corp Equity (MSFT) | 5.3 | $322k | 770.00 | 418.05 | |
| Costco Whsl Corp Equity (COST) | 4.8 | $291k | 292.00 | 998.04 | |
| Amazon.com Equity (AMZN) | 4.4 | $269k | 1.1k | 248.30 | |
| Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) | 4.1 | $250k | 6.1k | 40.64 | |
| Blackrock Ishares Dynamic Equity Active Etf Etf (BDYN) | 4.0 | $241k | 9.2k | 26.27 | |
| Vanguard S&p 500 Etf Etf (VOO) | 3.8 | $233k | 357.00 | 651.48 | |
| Disney Walt Equity (DIS) | 3.6 | $220k | 2.1k | 106.30 | |
| Xcel Energy Equity (XEL) | 3.6 | $216k | 2.7k | 80.32 | |
| Chevron Corp Equity (CVX) | 3.4 | $208k | 1.1k | 183.33 | |
| Starbucks Corp Equity (SBUX) | 3.3 | $200k | 2.0k | 98.95 | |
| Ge Vernova Equity (GEV) | 3.1 | $190k | 192.00 | 988.28 | |
| Meta Platforms Inc Class Class A Equity (META) | 3.1 | $187k | 278.00 | 672.10 | |
| Broadcom Equity (AVGO) | 2.9 | $177k | 442.00 | 399.26 | |
| Unitedhealth Group Equity (UNH) | 2.7 | $166k | 514.00 | 323.55 | |
| Ge Aerospace Equity (GE) | 2.6 | $158k | 520.00 | 303.53 | |
| Apple Equity (AAPL) | 2.6 | $155k | 568.00 | 273.24 | |
| Advanced Micro Devic Equity (AMD) | 2.5 | $149k | 540.00 | 274.95 | |
| Airbnb Inc Class Class A Equity (ABNB) | 2.4 | $144k | 1.0k | 143.59 | |
| Palo Alto Networks Equity (PANW) | 2.2 | $134k | 791.00 | 169.55 | |
| Johnson & Johnson Equity (JNJ) | 2.1 | $126k | 545.00 | 230.75 | |
| Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI) | 2.0 | $119k | 341.00 | 349.77 | |
| State Street Spdr Portfolio S&p 500 Growthetf Etf | 1.9 | $116k | 1.1k | 110.51 | |
| Boeing Equity (BA) | 1.9 | $114k | 507.00 | 225.08 | |
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 1.8 | $110k | 2.1k | 52.63 | |
| Cisco Sys Equity (CSCO) | 1.8 | $106k | 1.2k | 87.74 |
