account_balance

Investment manager · 13F filer · SEC CIK 2031642

Drucker Wealth 3.0, LLC

Reported value$632Mas of Jun 30, 2026
Positions289 42 new, 19 sold out
Top 10 weight35.5%VOO alone is 9%
FiledJul 1313 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 9.2% Held
COWZ Pacer FDS Tr 3.7% Added +6%
AAPL Apple Inc. 3.5% Held
QQQ Invesco QQQ Tr 3.2% Held
VB Vanguard Index FDS 3.1% Trimmed −10%
VTI Vanguard Index FDS 2.9% Trimmed −4%
EFA iShares Tr 2.8% Trimmed −10%
VIG Vanguard Specialized Funds 2.6% Added +6%
BND Vanguard Bd Index FDS 2.4% Trimmed −6%
VEA Vanguard Tax-Managed FDS 1.9% Trimmed −9%
VYMI Vanguard Whitehall FDS 1.9% Held
SCHD Schwab Strategic Tr 1.8% Added +17%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 13, 2026, compared with the Apr 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • FDS +33%
  • JAAA +31%
  • SPTL +28%
  • ACN +24%
arrow_downwardTrimmed
  • ITOT −21%
  • DFAS −17%
  • SPSM −16%
  • DFLV −14%
remove_circleSold out
  • NE $904K
  • DPZ $557K
  • CTRA $275K
  • DCOR $275K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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