StockDriftsStockDriftsTop 15 Price Financial Group Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CLASS A | 9.31% | 1.5K | $560K | +0.07%(+1) | $278.07(+26.39%) | 2026-06-30 | |
| AFL | AFLAC INC | 8.56% | 4.2K | $515K | +0.52%(+22) | $110.99(+9.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 7.54% | 2.3K | $454K | +0.09%(+2) | $186.31(+18.33%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.87% | 744 | $293K | -3.38%(-26) | $500.79(+0.39%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES I | 4.68% | 540 | $282K | +0.00%(+0) | $208.79(+123.21%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.66% | 805 | $280K | +1.77%(+14) | $173.57(+118.34%) | 2026-06-30 | |
| COST | COSTCO WHSL CORP NEW | 4.61% | 292 | $277K | +0.00%(+0) | $893.99(+6.59%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 4.42% | 1.1K | $266K | +0.00%(+0) | $225.20(+22.09%) | 2026-06-30 | |
| BDYN | BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF | 4.23% | 9.2K | $255K | +0.00%(+0) | $24.96(+14.30%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 4.1% | 358 | $246K | +0.28%(+1) | $616.12(+15.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.40% |
Price Financial Group Wealth Management, Inc reports $6.02M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.3%), AFL (8.6%) and NVDA (7.5%). The top 20 holdings account for 75.13% of reported assets. Its disclosed equity book has returned +11.27% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Price Financial Group Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107127). View Price Financial Group Wealth Management, Inc’s 13F filings on SEC