Price Financial Group Wealth Management, Inc

Price Financial Group Wealth Management, Inc reported 17 holdings worth US$6.02M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

Price Financial Group Wealth Management, Inc reported 17 holdings worth US$6.02M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Aflac Incorporated and Nvidia Corporation. Filed Aug 3, 2026 (Form 13F).

Holdings
17
Value as reported
US$6.02M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C1,516US$560K9.3%
Aflac Incorporated4,237US$515K8.6%
Nvidia Corporation2,299US$454K7.5%
Microsoft Corp.744US$293K4.9%
Advanced Micro Devices Inc540US$282K4.7%
Palo Alto Networks, Inc.805US$280K4.7%
Costco Wholesale Corporation292US$277K4.6%
Amazon.com, Inc.1,083US$266K4.4%
Unitedhealth Group Incorporated517US$220K3.7%
Xcel Energy Inc.2,689US$219K3.6%
Starbucks Corporation2,016US$208K3.5%
Ge Vernova Inc.192US$201K3.3%
Airbnb, Inc.0US$00.00%
Apple Inc0US$00.00%
Boeing Company (the)0US$00.00%
Broadcom Inc.0US$00.00%
Chevron Corporation0US$00.00%
Cisco Systems, Inc.0US$00.00%
Walt Disney Company (the)0US$00.00%
Ge Aerospace0US$00.00%
Johnson & Johnson0US$00.00%
Meta Platforms, Inc.0US$00.00%

Source

View original at SEC

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