Drucker Wealth 3.0, LLC

Q3 2025 13F-HR Holdings

Location
Woodcliff Lake, NJ
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
255
Total value ($000)
$561,799
Net value change ($000)
+43,890 (8.5%)
New positions
39
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COWZ 12,394 175.4%
EFA 10,597 170.3%
QQQ 8,720 133.2%
SCHD 6,745 311.0%
AAPL 3,787 24.9%
USHY 3,489 1038.4%
VCIT 2,940 208.2%
SPMB 2,736 176.9%
GOVT 2,715 150.4%
VOE 2,670 111.8%
Top Reduces (Value $000, Stocks/ETFs)
BND -10,802 -37.4%
VYM -5,495 -40.5%
VGT -4,566 -41.5%
VO -3,721 -47.5%
VB -3,720 -16.9%
VEA -2,642 -18.5%
BNDX -2,589 -70.1%
VIG -2,182 -12.8%
WFC -2,143 -44.1%
VTC -1,895 -22.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type