Price Financial Group Wealth Management
Price Financial Group Wealth Management reported 22 stocks worth $8.2M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SNSXX (15.0%), SNAXX (13.8%) and NVDA (6.8%). Compared with Q2 2026, the fund opened new positions in CVX, AAPL and GE, added to SNSXX, NVDA and GOOGL, trimmed SNAXX and FNDE and sold out of BDYN and SBUX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNSXX Schwab US Treasury Money Investor | $1.2M | 15.0% | 1.2M | +970K (+372%) | 2 of 4 | |
| 2 |  SNAXX Schwab Prime Advantage Money Ultra | $1.1M | 13.8% | 1.1M | −99K (−8%) | 2 of 4 | |
| 3 |  NVDA Nvidia Corporation | $558K | 6.8% | 2,455 | +156 (+7%) | 4 of 4 | |
| 4 |  GOOGL Alphabet Inc | $545K | 6.6% | 1,538 | +22 (+1%) | 4 of 4 | |
| 5 |  AFL Aflac Inc | $496K | 6.0% | 4,258 | +21 (+0%) | 4 of 4 | |
| 6 |  MSFT Microsoft Corp | $438K | 5.3% | 802 | +58 (+8%) | 4 of 4 | |
| 7 |  AMD Advanced Micro Devices Inc | $327K | 4.0% | 548 | +8 (+1%) | 3 of 4 | |
| 8 |  PANW Palo Alto Networks Inc | $322K | 3.9% | 805 | No change | 3 of 4 | |
| 9 |  COST Costco Whsl Corp New | $299K | 3.6% | 312 | +20 (+7%) | 4 of 4 | |
| 10 |  AMZN Amazon Com Inc | $291K | 3.5% | 1,121 | +38 (+4%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Price Financial Group Wealth Management 13F FAQ
What does Price Financial Group Wealth Management own?
Price Financial Group Wealth Management reported 22 stocks worth $8.2M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SNSXX (15.0%), SNAXX (13.8%) and NVDA (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Price Financial Group Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 11 added to, 2 trimmed and 2 sold out. New positions include CVX, AAPL and GE. It sold all of BDYN and SBUX.
When will Price Financial Group Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Price Financial Group Wealth Management's portfolio worth?
The Q3 2026 filing reports $8.2M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.