Drucker Wealth 3.0, LLC

Est. AUM

$98.1M

13F long equity, this entity only

Positions

266

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.6M	10985	6.69%	SOLE
2	APPLE INC	COM	$3.6M	14102	3.65%	SOLE
3	NVIDIA CORPORATION	COM	$2.9M	16829	2.99%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	7364	2.41%	SOLE
5	PACER FDS TR	US CASH COWS 100	$2.3M	37347	2.38%	SOLE
6	AMAZON COM INC	COM	$2.3M	10868	2.31%	SOLE
7	ISHARES TR	MSCI EAFE ETF	$2.0M	21087	2.09%	SOLE
8	JPMORGAN CHASE & CO	COM	$2.0M	6679	2.00%	SOLE
9	MICROSOFT CORP	COM	$1.9M	5258	1.98%	SOLE
10	ALPHABET INC	CAP STK CL A	$1.8M	6262	1.84%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6627	1.77%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$1.7M	2924	1.72%	SOLE
13	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	19916	1.50%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	22213	1.45%	SOLE
15	ISHARES TR	NEW YORK MUN ETF	$1.4M	25703	1.39%	OTR
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	6283	1.38%	SOLE
17	EXXON MOBIL CORP	COM	$1.3M	7942	1.37%	SOLE
18	ALPHABET INC	CAP STK CL C	$1.2M	4186	1.22%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2252	1.10%	SOLE
20	NEXTERA ENERGY INC	COM	$1.1M	11323	1.07%	SOLE
21	PHILIP MORRIS INTL INC	COM	$1.0M	6234	1.05%	SOLE
22	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	32597	1.02%	SOLE
23	APPLIED MATLS INC	COM	$977K	2859	1.00%	SOLE
24	JOHNSON & JOHNSON	COM	$966K	3950	0.98%	SOLE
25	TESLA INC	COM	$943K	2537	0.96%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$925K	1326	0.94%	SOLE
27	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$853K	9049	0.87%	SOLE
28	CHEVRON CORPORATION	COM	$745K	3602	0.76%	SOLE
29	BROADCOM INC	COM	$743K	2400	0.76%	SOLE
30	META PLATFORMS INC	CL A	$732K	1279	0.75%	SOLE
31	CISCO SYS INC	COM	$706K	9097	0.72%	SOLE
32	VANGUARD INDEX FDS	MCAP VL IDXVIP	$690K	3745	0.70%	SOLE
33	VANGUARD INDEX FDS	GROWTH ETF	$669K	1532	0.68%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$636K	3242	0.65%	SOLE
35	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$635K	11746	0.65%	SOLE
36	BLACKROCK INC	COM	$626K	651	0.64%	SOLE
37	WELLS FARGO & CO	COM	$611K	7681	0.62%	SOLE
38	VANGUARD INDEX FDS	MID CAP ETF	$602K	2096	0.61%	SOLE
39	COCA COLA CO	COM	$594K	7814	0.61%	SOLE
40	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$589K	1742	0.60%	SOLE
41	ENTERGY CORP NEW	COM	$578K	5145	0.59%	SOLE
42	ISHARES TR	US TREAS BD ETF	$549K	23980	0.56%	SOLE
43	MERCK & CO INC	COM	$545K	4527	0.56%	SOLE
44	ENBRIDGE INC	COM	$517K	9552	0.53%	SOLE
45	SPDR INDEX SHS FDS	STATE STREET SPD	$502K	10712	0.51%	SOLE
46	TEXAS INSTRS INC	COM	$492K	2536	0.50%	SOLE
47	VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$484K	3874	0.49%	SOLE
48	AMGEN INC	COM	$475K	1349	0.48%	SOLE
49	PROCTER & GAMBLE CO	COM	$467K	3232	0.48%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$465K	20758	0.47%	SOLE

1–50 of 266

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.