Price Financial Group Wealth Management, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Price Financial Group Wealth Management, Inc reported 28 stock positions worth $6.1 million. Its top holding was Alphabet Class A (GOOGL) at 8.4% of the portfolio, followed by Aflac (AFL, 8.0%) and Nvidia (NVDA, 7.7%). Compared with Q4 2025, it opened 18 new positions, added to 3 and reduced 3. The biggest buy was a new position in iShares DYN Act ETF (BDYN) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0002107127
- Portfolio Value
- $6.1M (Q1 2026)
- SEC Filing
- 0002107127-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 28 stocks · $6.1M
| GOOGL Alphabet Inc. Class A | 8.44% | 1,515 | $511K | No change |
| AFL Aflac Inc. | 7.98% | 4,215 | $483K | Add +0.5% |
| NVDA Nvidia Corp. | 7.66% | 2,297 | $464K | Add +3.8% |
| MSFT Microsoft Corp. | 5.31% | 770 | $322K | Reduce -2.5% |
| COST Costco Wholesale Corp. | 4.81% | 292 | $291K | No change |
| AMZN Amazon.com Inc. | 4.44% | 1,083 | $269K | Reduce -13.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 4.12% | 6,143 | $250K | No change |
| BDYN iShares DYN Act ETF | 3.98% | 9,179 | $241K | New |
| VOO Vanguard S&P 500 ETF | 3.84% | 357 | $233K | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.63% | 2,066 | $220K | No change |
| XEL Xcel Energy Inc. | 3.57% | 2,689 | $216K | Reduce -0.3% |
| CVX Chevron Corp. | 3.43% | 1,132 | $208K | New |
| SBUX Starbucks Corp. | 3.29% | 2,016 | $199K | New |
| GEV GE Vernova Inc. | 3.13% | 192 | $190K | New |
| META Meta Platforms Inc. Class A | 3.08% | 278 | $187K | New |
| AVGO Broadcom Inc. | 2.91% | 442 | $176K | New |
| UNH Unitedhealth Group Inc. | 2.75% | 514 | $166K | New |
| GE General Electric filed as GE AEROSPACE | 2.61% | 520 | $158K | New |
| AAPL Apple Inc. | 2.56% | 568 | $155K | New |
| AMD Advanced Micro Devices | 2.45% | 540 | $148K | New |
| ABNB Airbnb Inc. Class A | 2.38% | 1,002 | $144K | New |
| PANW Palo Alto Networks Inc. | 2.21% | 791 | $134K | New |
| JNJ Johnson & Johnson | 2.08% | 545 | $126K | New |
| VTI VG Morningstar TS MKT ETF-US | 1.97% | 341 | $119K | New |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | 1.92% | 1,051 | $116K | New |
| BA The Boeing Co. | 1.88% | 507 | $114K | New |
| XLF SS Financial Select Sector | 1.81% | 2,087 | $110K | New |
| CSCO Cisco Systems Inc. | 1.76% | 1,212 | $106K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| BDYN iShares DYN Act ETF | New | 3.98% | +3.98 |
| CVX Chevron Corp. | New | 3.43% | +3.43 |
| SBUX Starbucks Corp. | New | 3.29% | +3.29 |
| GEV GE Vernova Inc. | New | 3.13% | +3.13 |
| META Meta Platforms Inc. Class A | New | 3.08% | +3.08 |
| AVGO Broadcom Inc. | New | 2.91% | +2.91 |
| UNH Unitedhealth Group Inc. | New | 2.75% | +2.75 |
| GE General Electric | New | 2.61% | +2.61 |
| AAPL Apple Inc. | New | 2.56% | +2.56 |
| AMD Advanced Micro Devices | New | 2.45% | +2.45 |
| ABNB Airbnb Inc. Class A | New | 2.38% | +2.38 |
| PANW Palo Alto Networks Inc. | New | 2.21% | +2.21 |
| JNJ Johnson & Johnson | New | 2.08% | +2.08 |
| VTI VG Morningstar TS MKT ETF-US | New | 1.97% | +1.97 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | New | 1.92% | +1.92 |
| BA The Boeing Co. | New | 1.88% | +1.88 |
| XLF SS Financial Select Sector | New | 1.81% | +1.81 |
| CSCO Cisco Systems Inc. | New | 1.76% | +1.76 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 3.84% | −3.21 |
| NVDA Nvidia Corp. | Add +3.8% | 7.66% | −4.96 |
| AFL Aflac Inc. | Add +0.5% | 7.98% | −6.37 |