Price Financial Group Wealth Management, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Price Financial Group Wealth Management, Inc reported 10 stock positions worth $3.2 million. Its top holding was Alphabet Class A (GOOGL) at 15.7% of the portfolio, followed by Aflac (AFL, 14.4%) and Nvidia (NVDA, 12.6%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0002107127
- Portfolio Value
- $3.2M (Q4 2025)
- SEC Filing
- 0002107127-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 10 stocks · $3.2M
| GOOGL Alphabet Inc. Class A | 15.68% | 1,515 | $495K | — |
| AFL Aflac Inc. | 14.35% | 4,194 | $453K | — |
| NVDA Nvidia Corp. | 12.62% | 2,212 | $399K | — |
| MSFT Microsoft Corp. | 11.02% | 790 | $348K | — |
| COST Costco Wholesale Corp. | 9.05% | 292 | $286K | — |
| AMZN Amazon.com Inc. | 9.00% | 1,249 | $284K | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 7.39% | 6,143 | $234K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 7.29% | 2,066 | $230K | — |
| VOO Vanguard S&P 500 ETF | 7.05% | 356 | $223K | — |
| XEL Xcel Energy Inc. | 6.55% | 2,697 | $207K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.