Price Financial Group Wealth Management, Inc
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 8,197
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 22 | 8,197 | 13F-HR | Price Financial Group Wealth Management, Inc |
| Q2 2026 | 8/3/2026 | 17 | 6,015,715 | 13F-HR | Price Financial Group Wealth Management, Inc |
| Q1 2026 | 5/8/2026 | 28 | 6,057 | 13F-HR | Price Financial Group Wealth Management, Inc |
| Q4 2025 | 2/17/2026 | 10 | 3,158,480 | 13F-HR | Price Financial Group Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.02 K | 61.2% | 0 | 3.772 M | -3.772 M |
| ETFs | 3.181 K | 38.8% | 0 | 2.236 M | -2.236 M |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
8,197
Holdings
22
QoQ value change ($000)
-6,007,518
(-99.9%)
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.