Drucker Wealth 3.0, LLC
CIK 2031642
13F filing for Q2 2026・No. 3,390
- Holdings
- US$632.33M
- Quarter change
- +US$59.54M
- Entries
- 569
- Net bought (estimate)
- +US$2.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 43
- Sold out 20
- Cut 125
- Added 120
- Corporate actions 2
- Unchanged 1
Largest holdings
289 stocks worth US$632.33M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 84,508 | US$58.04M | 9.18% |
| PACER FDS TRUS CASH COWS 100 | Added | 378,213 | US$23.52M | 3.72% |
| AAPLAppleCOM | Added | 75,758 | US$21.92M | 3.47% |
| QQQInvesco QQQUNIT SER 1 | Cut | 27,430 | US$20.2M | 3.19% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 65,708 | US$19.92M | 3.15% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 49,744 | US$18.41M | 2.91% |
| EFAISHARES TRMSCI EAFE ETF | Cut | 172,907 | US$17.96M | 2.84% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 70,363 | US$16.65M | 2.63% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Cut | 208,241 | US$15.29M | 2.42% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 173,045 | US$12.33M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.