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CIK 0002107127 • 3 13F filings • Feb 17, 2026 – Aug 3, 2026
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=jivedata("price-financial-group-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | Equity | $453K | 14.4%Prev: 8.6% | 4,194 SH | Decreased-43 SH |
| ALPHABET INC CLASS A | Equity | $495K | 15.7%Prev: 9.3% | 1,515 SH | Decreased-1 SH |
| AMAZON.COM INC | Equity | $284K | 9.0%Prev: 4.4% | 1,249 SH | Increased+166 SH |
| COSTCO WHSL CORP NEW | Equity | $286K | 9.1%Prev: 4.6% | 292 SH | Increased |
| DISNEY WALT CO | Equity | $230K | 7.3% | 2,066 SH | New |
| MICROSOFT CORP | Equity | $348K | 11.0%Prev: 4.9% | 790 SH | Increased+46 SH |
| NVIDIA CORP | Equity | $399K | 12.6%Prev: 7.5% | 2,212 SH | Decreased-87 SH |
| SCHWAB FUNDTL EMRG MKT EQT ETF | ETF | $234K | 7.4% | 6,143 SH | New |
| VANGUARD S&P 500 ETF | ETF | $223K | 7.1%Prev: 4.1% | 356 SH | Decreased-2 SH |
| XCEL ENERGY INC | Equity | $207K | 6.6%Prev: 3.6% | 2,697 SH | Decreased+8 SH |
| 13F-HR |
| 0002107127-26-000002 |
| $6.1M |
| View |