Price Financial Group Wealth Management, Inc

Est. AUM

$6.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CLASS CLASS A	Equity	$511K	1515	8.44%	SOLE
2	AFLAC INC	Equity	$483K	4215	7.98%	SOLE
3	NVIDIA CORP	Equity	$464K	2297	7.66%	SOLE
4	MICROSOFT CORP	Equity	$322K	770	5.32%	SOLE
5	COSTCO WHSL CORP NEW	Equity	$291K	292	4.81%	SOLE
6	AMAZON.COM INC	Equity	$269K	1083	4.44%	SOLE
7	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	ETF	$250K	6143	4.13%	SOLE
8	BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF	ETF	$241K	9179	3.98%	SOLE
9	VANGUARD S&P 500 ETF	ETF	$233K	357	3.85%	SOLE
10	DISNEY WALT CO	Equity	$220K	2066	3.63%	SOLE
11	XCEL ENERGY INC	Equity	$216K	2689	3.57%	SOLE
12	CHEVRON CORP NEW	Equity	$208K	1132	3.43%	SOLE
13	STARBUCKS CORP	Equity	$199K	2016	3.29%	SOLE
14	GE VERNOVA INC	Equity	$190K	192	3.14%	SOLE
15	META PLATFORMS INC CLASS CLASS A	Equity	$187K	278	3.09%	SOLE
16	BROADCOM INC	Equity	$176K	442	2.91%	SOLE
17	UNITEDHEALTH GROUP INC	Equity	$166K	514	2.74%	SOLE
18	GE AEROSPACE	Equity	$158K	520	2.61%	SOLE
19	APPLE INC	Equity	$155K	568	2.56%	SOLE
20	ADVANCED MICRO DEVIC	Equity	$148K	540	2.44%	SOLE
21	AIRBNB INC CLASS CLASS A	Equity	$144K	1002	2.38%	SOLE
22	PALO ALTO NETWORKS INC	Equity	$134K	791	2.21%	SOLE
23	JOHNSON & JOHNSON	Equity	$126K	545	2.08%	SOLE
24	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	ETF	$119K	341	1.96%	SOLE
25	STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF	ETF	$116K	1051	1.92%	SOLE
26	BOEING CO	Equity	$114K	507	1.88%	SOLE
27	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$110K	2087	1.82%	SOLE
28	CISCO SYS INC	Equity	$106K	1212	1.75%	SOLE

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