account_balance
Investment manager · 13F filer · SEC CIK 2107127
Price Financial Group Wealth Management, Inc
Reported value$8.2Mas of Sep 30, 2026
Positions22 7 new, 2 sold out
Top 10 weight68.8%Schwab US Treasury Money Investor alone is 15%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Schwab US Treasury Money Investor
Schwab Prime Advantage Money Ultra
NVDANVIDIA Corp
6.8%Added +7%
GOOGLAlphabet Inc.
6.6%
AFLAflac Inc
6.1%
MSFTMicrosoft Corp
5.3%Added +8%
AMDAdvanced Micro Devices Inc
4.0%
PANWPalo Alto Networks Inc
3.9%
COSTCostco Wholesale Corp
3.6%Added +7%
AMZNAmazon.com Inc
3.5%+4%
FNDESchwab Fundamental Emerging Markets Equity ETF
3.2%
CVXChevron Corp
3.1%
NVDANVIDIA Corp
6.8%
GOOGLAlphabet Inc.
6.6%
AFLAflac Inc
6.1%
MSFTMicrosoft Corp
5.3%
AMDAdvanced Micro Devices Inc
4.0%
PANWPalo Alto Networks Inc
3.9%
COST3.6%AMZN3.5%FNDE3.2%
CVX3.1%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
Schwab US Treasury Money Investor 15.0% Added +372%
Schwab Prime Advantage Money Ultra 13.8% Trimmed −8%
NVDA NVIDIA Corp 6.8% Added +7%GOOGL Alphabet Inc. 6.6% HeldAFL Aflac Inc 6.1% HeldMSFT Microsoft Corp 5.3% Added +8%AMD Advanced Micro Devices Inc 4.0% HeldPANW Palo Alto Networks Inc 3.9% HeldCOST Costco Wholesale Corp 3.6% Added +7%AMZN Amazon.com Inc 3.5% Added +4%FNDE Schwab Fundamental Emerging Markets Equity ETF 3.2% Held
CVX Chevron Corp 3.1% NewWhat changed
Biggest moves since Jun 30, 2026
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