Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Drucker Wealth 3.0, LLC (CIK 2031642) reported $572.8M across 265 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($50.9M, 8.88%), COWZ ($22.4M, 3.91%), VB ($19.1M, 3.33%), AAPL ($18.9M, 3.29%), EFA ($18.7M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $50.9M | 8.88% | 85,121 | Added |
| 2 | COWZ | PACER FDS TR | $22.4M | 3.91% | 358,283 | Trimmed |
| 3 | VB | VANGUARD INDEX FDS | $19.1M | 3.33% | 72,899 | Trimmed |
| 4 | AAPL | APPLE INC | $18.9M | 3.29% | 74,348 | Trimmed |
| 5 | EFA | ISHARES TR | $18.7M | 3.27% | 192,930 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $16.6M | 2.90% | 51,753 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $16.4M | 2.86% | 222,713 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $15.8M | 2.77% | 27,460 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $14.3M | 2.50% | 66,519 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $12.2M | 2.12% | 189,847 | Added |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $11.0M | 1.93% | 117,142 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $9.6M | 1.67% | 311,617 | Added |
| 13 | MSFT | MICROSOFT CORP | $9.0M | 1.57% | 24,291 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $8.8M | 1.53% | 44,622 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $8.2M | 1.43% | 27,883 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $8.1M | 1.41% | 54,491 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $8.0M | 1.40% | 46,012 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $6.6M | 1.15% | 31,684 | Added |
| 19 | VGT | VANGUARD WORLD FD | $6.2M | 1.07% | 8,814 | Added |
| 20 | VTC | VANGUARD SCOTTSDALE FDS | $6.0M | 1.05% | 78,110 | Added |
| 21 | XOM | EXXON MOBIL CORP | $5.8M | 1.01% | 34,065 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $5.6M | 0.98% | 23,057 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $5.5M | 0.96% | 12,630 | Trimmed |
| 24 | VOE | VANGUARD INDEX FDS | $5.5M | 0.95% | 29,665 | Trimmed |
| 25 | AMAT | APPLIED MATLS INC | $5.3M | 0.93% | 15,607 | Added |
Source: SEC Form 13F filings · as of 2026-03-31