Drucker Wealth 3.0, LLC

All 13F Filings

Location
Woodcliff Lake, NJ
Most recent 13F
Q4 2025
Holdings value ($000)
568,857
Description
Website
Founded
Chairman
CEO
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
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 406.9 K 71.5% 10.31 K 0 10.31 K
ETFs 157.9 K 27.8% 0 2.221 K -2.221 K
Debt 596 0.1% 0 646 -646
Other 3.437 K 0.6% 0 388 -388
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
568,857
Holdings
261
QoQ value change ($000)
7,058 (1.3%)
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.