13F-HR filed by Price Financial Group Wealth Management, Inc
Price Financial Group Wealth Management, Inc filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-03, with 17 holding rows worth $6,015,715.
- Accession
- 0002107127-26-000004
- Filer
- CIK 2107127
- Filed
- 2026-08-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 17 entries on the cover page, a total value of $6,015,715 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,015,715 with VALUE read as dollars as filed, 13F file number 028-26487. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerAE Wealth Management LLC028-17779
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SCHWAB FUNDS VALUE ADV | 808515696 | SNAXX | 1,233,720 | $1,233,720 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,516 | $560,329 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 4,237 | $515,157 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,299 | $453,863 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 744 | $293,179 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 540 | $281,516 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 805 | $280,188 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 292 | $277,424 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,083 | $266,174 | dollars as filed | |
| US TREASURY MONEY INVESTOR | 808515548 | SNSXX | 260,701 | $260,701 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C723 | DYNAMIC EQTY ACT | 9,179 | $254,625 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 358 | $246,421 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 6,173 | $243,723 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 517 | $220,395 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 2,689 | $218,932 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2,016 | $208,212 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 192 | $201,156 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002107127-26-000004 | this filing | 2026-08-03 | acceptance time not in the bulk data set |