Institutional Fund
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJCIK 20316425 filings on record
Portfolio Value
$572.78M
Q1 2026
Holdings
266
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+0.7%
from $568.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.9%
- Pacer Fds Tr3.9%
- Vanguard Index Fds3.3%
- Apple Inc3.3%
- Ishares Tr3.3%
- Vanguard Index Fds2.9%
- Other74.4%
Portfolio Holdings
266 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 85.1K | $50.86M | 8.9% | +1.2K | Added |
| 2 | Pacer Fds Tr | 358.3K | $22.41M | 3.9% | −913 | Reduced |
| 3 | Vanguard Index Fds | 72.9K | $19.09M | 3.3% | −194 | Reduced |
| 4 | Apple Inc | 74.3K | $18.87M | 3.3% | −54 | Reduced |
| 5 | Ishares Tr | 192.9K | $18.74M | 3.3% | +286 | Added |
| 6 | Vanguard Index Fds | 51.8K | $16.60M | 2.9% | −633 | Reduced |
| 7 | Vanguard Bd Index Fds | 222.7K | $16.40M | 2.9% | −2.3K | Reduced |
| 8 | Invesco Qqq Tr | 27.5K | $15.85M | 2.8% | +432 | Added |
| 9 | Vanguard Specialized Funds | 66.5K | $14.31M | 2.5% | +1.8K | Added |
| 10 | Vanguard Tax-Managed Fds | 189.8K | $12.17M | 2.1% | +2.8K | Added |
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