Drucker Wealth 3.0, LLC

Q1 2026 13F-HR Holdings

Location
Woodcliff Lake, NJ
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
266
Total value ($000)
$572,782
Net value change ($000)
+3,925 (0.7%)
New positions
15
Sold out positions
11
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 1,617 38.9%
AMAT 1,360 34.2%
SCHD 1,193 14.3%
CVX 1,143 38.8%
JNJ 938 20.0%
COWZ 801 3.7%
ADP 754 NEW
FDS 743 114.3%
SBAC 706 NEW
GARMIN LTD 697 42.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,493 -28.0%
VOO -1,792 -3.4%
AAPL -1,358 -6.7%
VTI -961 -5.5%
JANUS HENDERSON GROUP PLC -880 -100.0%
META -813 -19.8%
VUG -761 -12.1%
JPM -758 -8.5%
QQQ -754 -4.5%
GOOGL -733 -12.2%
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