Drucker Wealth 3.0, LLC

Q2 2026 13F-HR Holdings

Location
Woodcliff Lake, NJ
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
289
Total value ($000)
$632,327
Net value change ($000)
+59,545 (10.4%)
New positions
43
Sold out positions
19
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,176 14.1%
AMAT 5,944 111.4%
QQQ 4,351 27.5%
AAPL 3,052 16.2%
VIG 2,343 16.4%
SCHD 1,963 20.5%
VTI 1,804 10.9%
CSCO 1,721 52.4%
TXN 1,487 53.3%
GOOGL 1,447 27.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,728 -29.9%
BND -1,114 -6.8%
HON -963 -100.0%
HSY -932 -80.2%
NE -904 -100.0%
CVX -805 -19.7%
EFA -777 -4.1%
T -568 -31.6%
DPZ -557 -100.0%
CME -554 -30.5%
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