Drucker Wealth 3.0, LLC

All 13F Filings

Location
Woodcliff Lake, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
632,327
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/13/2026 289 632,327 13F-HR Drucker Wealth 3.0, LLC
Q1 2026 4/23/2026 266 572,782 13F-HR Drucker Wealth 3.0, LLC
Q4 2025 2/3/2026 261 568,857 13F-HR Drucker Wealth 3.0, LLC
Q3 2025 11/7/2025 255 561,799 13F-HR Drucker Wealth 3.0, LLC
Q2 2025 7/24/2025 221 517,909 13F-HR Drucker Wealth 3.0, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 310.1 K 49.0% 34.24 K 0 34.24 K
ETFs 321.8 K 50.9% 25.41 K 0 25.41 K
Debt 432 0.1% 0 116 -116
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
632,327
Holdings
289
QoQ value change ($000)
59,545 (10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.