13F filer

Drucker Wealth 3.0

As of Jun 30, 2026 Filed Jul 13, 2026 CIK 2031642 SEC filings ↗
13F Value
$632.3M
Positions
289
Top Position
VOO9.2%
Top 5
22.7%

Latest filing changes

vs Mar 31, 2026
Holdings289
# Trend (4Q)
1 VOO 9.2% $58.0M -0.7% 84.5K 8.9% ETF
2 COWZ 3.7% $23.5M +5.6% 378.2K 3.9% ETF
3 AAPL 3.5% $21.9M +1.9% 75.8K 3.3% Common Stock
4 QQQ 3.2% $20.2M -0.1% 27.4K 2.8% ETF
5 VB 3.1% $19.9M -9.9% 65.7K 3.3% ETF
6 VTI 2.9% $18.4M -3.9% 49.7K 2.9% ETF
7 EFA 2.8% $18.0M -10.4% 172.9K 3.3% ETF
8 VIG 2.6% $16.6M +5.8% 70.4K 2.5% ETF
9 BND 2.4% $15.3M -6.5% 208.2K 2.9% ETF
10 VEA 1.9% $12.3M -8.9% 173.0K 2.1% ETF
11 VYMI 1.9% $11.7M +1.8% 119.2K 1.9% ETF
12 SCHD 1.8% $11.5M +16.6% 363.4K 1.7% ETF
13 AMAT 1.8% $11.3M -0.0% 15.6K 0.9% Common Stock
14 NVDA 1.5% $9.4M +2.2% 47.0K 1.4% Common Stock
15 JPM 1.4% $9.1M +0.1% 27.9K 1.4% Common Stock
16 MSFT 1.4% $8.8M -2.5% 23.7K 1.6% Common Stock
17 VTV 1.4% $8.7M -10.2% 40.1K 1.5% ETF
18 VYM 1.3% $8.4M -2.7% 53.0K 1.4% ETF
19 AMZN 1.2% $7.5M -0.2% 31.6K 1.2% Common Stock
20 VGT 1.2% $7.5M — 62.7K 1.1% — ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing19
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.