Drucker Wealth 3.0, LLC

Q4 2025 13F-HR Holdings

Location
Woodcliff Lake, NJ
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
261
Total value ($000)
$568,857
Net value change ($000)
+7,058 (1.3%)
New positions
31
Sold out positions
24
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 3,396 6.9%
COWZ 2,152 11.1%
EFA 1,681 10.0%
GOOGL 1,433 31.5%
ABT 1,420 NEW
QQQ 1,338 8.8%
AAPL 1,255 6.6%
AMAT 1,177 42.1%
BMY 1,115 NEW
AMZN 766 12.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,543 -11.0%
UNH -1,444 -62.3%
BND -1,379 -7.6%
PHM -1,319 -70.8%
HD -1,287 -34.0%
APD -930 -54.6%
META -822 -16.7%
MMM -774 -100.0%
ORCL -762 -35.0%
VUG -719 -10.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type