Price Financial Group Wealth Management, Inc: 13F holdings
CIK 21071272026Q2
| Positions | 17 |
|---|---|
| Reported value | $6.0m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHWAB PRIME ADVANTAGE MONEY ULTRA | 1,233,720 | $1.2m | 20.5% |
| GOOGL ALPHABET INC CLASS A | 1,516 | $560,329 | 9.3% |
| AFL AFLAC INC | 4,237 | $515,157 | 8.6% |
| NVDA NVIDIA CORP | 2,299 | $453,863 | 7.5% |
| MSFT MICROSOFT CORP | 744 | $293,179 | 4.9% |
| AMD ADVANCED MICRO DEVICES I | 540 | $281,516 | 4.7% |
| PANW PALO ALTO NETWORKS INC | 805 | $280,188 | 4.7% |
| COST COSTCO WHSL CORP NEW | 292 | $277,424 | 4.6% |
| AMZN AMAZON.COM INC | 1,083 | $266,174 | 4.4% |
| SCHWAB US TREASURY MONEY INVESTOR | 260,701 | $260,701 | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107127")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.