Price Financial Group Wealth Management, Inc Top Holdings and 13F Report (2026) About Price Financial Group Wealth Management, IncInvestment ActivityPrice Financial Group Wealth Management, Inc has $6.06 million in total holdings as of March 31, 2026.Price Financial Group Wealth Management, Inc owns shares of 28 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 46.53% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Price Financial Group Wealth Management, Inc has purchased 10 new stocks and bought additional shares in 3 stocks.Price Financial Group Wealth Management, Inc sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $511,186Aflac $483,379NVIDIA $464,140Microsoft $321,897Costco Wholesale $291,428 Largest New Holdings this Quarter 09290C723 - BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF $241,140 Holding166764100 - Chevron $207,526 Holding855244109 - Starbucks $199,483 Holding36828A101 - GE VERNOVA INC $189,750 Holding30303M102 - Meta Platforms $186,845 Holding Largest Purchases this Quarter BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF 9,179 shares (about $241.14K)Chevron 1,132 shares (about $207.53K)Starbucks 2,016 shares (about $199.48K)GE VERNOVA INC 192 shares (about $189.75K)Meta Platforms 278 shares (about $186.85K) Largest Sales this Quarter Amazon.com 166 shares (about $41.22K)Microsoft 20 shares (about $8.36K)Xcel Energy 8 shares (about $642.56) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrice Financial Group Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$511,1860.0%1,5158.4%Computer and TechnologyAFLAflac$483,379$2,408 â–²0.5%4,2158.0%FinanceNVDANVIDIA$464,140$17,175 â–²3.8%2,2977.7%Computer and TechnologyMSFTMicrosoft$321,897$8,361 â–¼-2.5%7705.3%Computer and TechnologyCOSTCostco Wholesale$291,4280.0%2924.8%Retail/WholesaleAMZNAmazon.com$268,909$41,218 â–¼-13.3%1,0834.4%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Equity ETF$249,6670.0%6,1434.1%ETFBLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF$241,140$241,140 â–²New Holding9,1794.0%ETFVOOVanguard S&P 500 ETF$232,579$651 â–²0.3%3573.8%ETFDISWalt Disney$219,6080.0%2,0663.6%Consumer DiscretionaryXELXcel Energy$215,980$643 â–¼-0.3%2,6893.6%UtilitiesCVXChevron$207,526$207,526 â–²New Holding1,1323.4%EnergySBUXStarbucks$199,483$199,483 â–²New Holding2,0163.3%Retail/WholesaleGE VERNOVA INC$189,750$189,750 â–²New Holding1923.1%EquityMETAMeta Platforms$186,845$186,845 â–²New Holding2783.1%Computer and TechnologyAVGOBroadcom$176,474$176,474 â–²New Holding4422.9%Computer and TechnologyUNHUnitedHealth Group$166,303$166,303 â–²New Holding5142.7%MedicalGEGE Aerospace$157,836$157,836 â–²New Holding5202.6%AerospaceAAPLApple$155,203$155,203 â–²New Holding5682.6%Computer and TechnologyAMDAdvanced Micro Devices$148,473$148,473 â–²New Holding5402.5%Computer and TechnologyABNBAirbnb$143,877$143,877 â–²New Holding1,0022.4%Consumer DiscretionaryPANWPalo Alto Networks$134,114$134,114 â–²New Holding7912.2%Computer and TechnologyJNJJohnson & Johnson$125,761$125,761 â–²New Holding5452.1%MedicalVTIVanguard Total Stock Market ETF$119,272$119,272 â–²New Holding3412.0%ETFSTATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF$116,147$116,147 â–²New Holding1,0511.9%ETFBABoeing$114,116$114,116 â–²New Holding5071.9%AerospaceXLFFinancial Select Sector SPDR Fund$109,839$109,839 â–²New Holding2,0871.8%ETFCSCOCisco Systems$106,337$106,337 â–²New Holding1,2121.8%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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