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Price Financial Group Wealth Management, Inc · 13F Holdings
Options Calculator Rankings

Price Financial Group Wealth Management, Inc

No.9890 Data as of 2026Q2
Latest AUM (Q2 2026)
$6.0M
QoQ Change Q1 2026
-$41,554-0.7%
Holdings
17
New Buys
2
Adds
7
Reduces
1
Exits
13
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSCHWAB PRIME ADVANTAGE MONEY ULTRASNAXX
20.51%$1.2M1.2M$00+1.2MNew Buy
ALPHABET INCGOOGL
9.31%8.44%$560,3291,516$511,1861,515+1+0.07%Add
AFLAC INC COMAFL
8.56%7.98%$515,1574,237$483,3794,215+22+0.52%Add
NVIDIA CORPORATIONNVDA
7.54%7.66%$453,8632,299$464,1402,297+2+0.09%Add
MICROSOFT CORPMSFT
4.87%5.31%$293,179744$321,897770-26-3.38%Reduce
ADVANCED MICRO DEVICES INCAMD
4.68%2.45%$281,516540$148,47354000.00%Unchanged
PALO ALTOPANW
4.66%2.21%$280,188805$134,114791+14+1.77%Add
COSTCO WHOLESALE CORPORATIONCOST
4.61%4.81%$277,424292$291,42829200.00%Unchanged
AMAZON COM INCAMZN
4.42%4.44%$266,1741,083$268,9091,08300.00%Unchanged
SSCHWAB US TREASURY MONEY INVESTORSNSXX
4.33%$260,701260,701$00+260,701New Buy
BBLACKROCK ETF TRUSTBDYN
4.23%3.98%$254,6259,179$241,1409,17900.00%Unchanged
VVANGUARD INDEX FDSVOO
4.1%3.84%$246,421358$232,579357+1+0.28%Add
SSCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
4.05%4.12%$243,7236,173$249,6676,143+30+0.49%Add
UNITEDHEALTH GROUP INCUNH
3.66%2.75%$220,395517$166,303514+3+0.58%Add
XCEL ENERGY INC COMXEL
3.64%3.57%$218,9322,689$215,9802,68900.00%Unchanged
STARBUCKS CORPSBUX
3.46%3.29%$208,2122,016$199,4832,01600.00%Unchanged
GE VERNOVA INCGEV
3.34%3.13%$201,156192$189,75019200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

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