Drucker Wealth 3.0, LLC

CIK

2031642

Location

WOODCLIFF LAKE, NJ

Portfolio Value

Small $269,109,877

Diversification

Diversified

Filing Date

Global Rank

#3,284 / 8,232 ▲ 216

Top Industry

Consumer Electronics 7.6%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 23, 2026 · 53d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.7%

SPY

+39.3%

Annualised alpha

-2.7%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

200 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.6 pts

Top 5

22.3%

−2.9 pts

Top 10

32.9%

−2.5 pts

HHI

180

Diversified−23

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$68,313,927	38
Financial Services	13.7%	$36,976,412	31
Energy	8.9%	$23,980,910	18
Healthcare	8.4%	$22,475,576	24
Consumer Cyclical	7.8%	$21,094,705	17
Unclassified	7.8%	$20,921,942	4
Consumer Defensive	6.9%	$18,648,555	12
Communication Services	6.3%	$17,049,767	11
Industrials	5.9%	$15,882,644	20
Utilities	4.1%	$11,094,673	9
Real Estate	2.7%	$7,172,201	9
Basic Materials	2.0%	$5,498,565	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBWI	Bath & Body Works, Inc.	+30,217	52,857	$986,840
CMCSA	Comcast Corp	+11,868	53,407	$1,533,314
KEY	Keycorp /New/	+6,134	49,807	$998,630
OWL	Blue Owl Capital Inc.	+5,921	41,581	$379,634
PAYX	Paychex Inc	+5,475	12,393	$1,141,642
T	At&T Inc.	+5,164	61,998	$1,797,321
KMI	Kinder Morgan, Inc.	+4,733	68,920	$2,310,886
BITB	Bitwise Bitcoin ETF	+4,646	12,928	$475,879
FDS	Factset Research Systems Inc	+4,183	6,422	$1,393,509
BMY	Bristol Myers Squibb Co	+3,820	24,499	$1,485,863
ACN	Accenture plc	+3,636	9,104	$1,805,231
REXR	Rexford Industrial Realty, Inc.	+3,587	18,050	$590,776
MRK	Merck & Co., Inc.	+3,384	21,410	$2,575,408
MO	Altria Group, Inc.	+3,239	31,269	$2,063,440
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,887	7,923	$467,694
KVUE	Kenvue Inc.	+2,795	14,151	$243,962
XP	XP Inc.	+2,507	36,176	$688,790
RF	Regions Financial Corp	+2,477	43,049	$1,124,439
KTB	Kontoor Brands, Inc.	+2,364	11,106	$780,639
FAST	Fastenal Co	+2,348	48,559	$2,253,136
GRMN	Garmin Ltd	+1,983	10,104	$2,344,228
NE	Noble Corp plc	+1,935	18,420	$903,868
WMB	Williams Companies, Inc.	+1,753	30,936	$2,251,521
CUBE	CubeSmart	+1,242	29,658	$1,086,965
MC	Moelis & Co	+1,153	15,003	$855,171
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−30,539	29,078	$816,509
LYG	Lloyds Banking Group plc	−9,817	105,461	$530,468
GAB	Gabelli Equity Trust Inc	−5,136	15,241	$85,349
TFC	Truist Financial Corp	−3,195	29,644	$1,362,734
GSK	GSK plc	−2,242	13,157	$726,134
AMGN	Amgen Inc	−2,160	4,373	$1,538,639
MSFT	Microsoft Corp	−1,524	24,291	$8,991,798
ETR	Entergy Corp /De/	−1,364	17,562	$1,973,266
ENB	Enbridge Inc	−1,329	41,384	$2,240,529
UNH	Unitedhealth Group Inc	−1,285	1,355	$366,648
VZ	Verizon Communications Inc	−1,213	39,512	$1,983,502
WFC	Wells Fargo & Company/Mn	−1,126	27,150	$2,161,411
QCOM	Qualcomm Inc/De	−998	9,325	$1,200,873
GOOGL	Alphabet Inc.	−857	18,261	$5,251,132
NVDA	Nvidia Corp	−710	46,012	$8,024,492
DUK	Duke Energy CORP	−705	11,762	$1,540,115
UL	Unilever PLC	−641	6,158	$350,820
GPC	Genuine Parts Co	−634	8,625	$912,093
AGX	Argan Inc	−616	1,284	$699,330
ALB	Albemarle Corp	−605	1,237	$222,078
CTRA	Coterra Energy Inc.	−566	7,815	$274,618
XOM	Exxon Mobil Corp	−517	34,065	$5,779,467
META	Meta Platforms, Inc.	−463	5,768	$3,300,045
TROW	Price T Rowe Group Inc	−441	13,977	$1,259,885
AMT	American Tower Corp /Ma/	−389	1,229	$212,100
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	3,713	$754,406
SBAC	Sba Communications Corp	4,102	$705,994
ERIE	Erie Indemnity Co	2,576	$647,373
VSNT	Versant Media Group, Inc.	15,135	$560,296
IESC	IES Holdings, Inc.	541	$257,769
NET	Cloudflare, Inc.	1,214	$250,496
ASML	Asml Holding NV	184	$243,032
TEN	Tsakos Energy Navigation Ltd	5,959	$235,142
INTC	Intel Corp	5,021	$221,576
LITE	Lumentum Holdings Inc.	315	$221,369
GLW	Corning Inc /Ny	1,583	$215,239
SLB	Slb Limited/Nv	4,166	$214,090
UBER	Uber Technologies, Inc	2,934	$211,042
WBD	Warner Bros. Discovery, Inc.	7,522	$206,553
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
JHG	Janus Henderson Group PLC	18,498	$879,949
GIS	General Mills Inc	13,876	$645,233
AAL	American Airlines Group Inc.	40,340	$618,411
APAM	Artisan Partners Asset Management Inc.	14,146	$576,307
NEU	Newmarket Corp	633	$435,034
FIS	Fidelity National Information Services, Inc.	6,290	$418,033
NOW	ServiceNow, Inc.	2,011	$308,064
DKNG	DraftKings Inc.	7,480	$257,760
BG	Bunge Global SA	2,636	$234,814
CDNS	Cadence Design Systems Inc	654	$204,426
INGR	Ingredion Inc	1,843	$203,208
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

200 positions · $269,109,877 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 200 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CNTN	Canton Strategic Holdings, Inc. Healthcare	Held	25,337	0	$82,851	+7.9%	0.03%
GAB	Gabelli Equity Trust Inc Financial Services	Reduced	15,241	-5,136	$85,349	−31.4%	0.03%
SAN	Banco Santander, S.A. Financial Services	Added	13,339	+124	$150,463	−2.9%	0.06%
HLN	Haleon plc Healthcare	Added	16,162	+659	$161,780	+3.2%	0.06%
WBD	Warner Bros. Discovery, Inc. Communication Services	NEW	7,522	NEW	$206,553	NEW	0.08%
IQV	Iqvia Holdings Inc. Healthcare	Added	1,235	+1	$210,616	−24.3%	0.08%
UBER	Uber Technologies, Inc Technology	NEW	2,934	NEW	$211,042	NEW	0.08%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	1,229	-389	$212,100	−25.3%	0.08%
ADSK	Autodesk, Inc. Technology	Reduced	886	-259	$212,107	−37.4%	0.08%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	902	-34	$213,124	−5.6%	0.08%
SLB	Slb Limited/Nv Energy	NEW	4,166	NEW	$214,090	NEW	0.08%
BX	Blackstone Inc. Financial Services	Added	1,866	+150	$214,570	−18.9%	0.08%
GLW	Corning Inc /Ny Technology	NEW	1,583	NEW	$215,239	NEW	0.08%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	860	-18	$215,550	−10.8%	0.08%
APP	AppLovin Corp Communication Services	Added	545	+11	$216,910	−39.7%	0.08%
ADBE	Adobe Inc. Technology	Reduced	895	-64	$217,556	−35.2%	0.08%
AEP	American Electric Power Co Inc Utilities	Reduced	1,677	-109	$219,820	+6.7%	0.08%
LITE	Lumentum Holdings Inc. Technology	NEW	315	NEW	$221,369	NEW	0.08%
INTC	Intel Corp Technology	NEW	5,021	NEW	$221,576	NEW	0.08%
ALB	Albemarle Corp Basic Materials	Reduced	1,237	-605	$222,078	−14.8%	0.08%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	727	-155	$225,944	−16.2%	0.08%
MS	Morgan Stanley Financial Services	Reduced	1,390	-22	$228,751	−8.7%	0.09%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	514	+20	$229,521	+2.5%	0.09%
INTU	Intuit Inc. Technology	Added	543	+97	$234,782	−20.5%	0.09%
TEN	Tsakos Energy Navigation Ltd Energy	NEW	5,959	NEW	$235,142	NEW	0.09%
C	Citigroup Inc Financial Services	Added	2,101	+73	$238,273	+0.7%	0.09%
ASML	Asml Holding NV Technology	NEW	184	NEW	$243,032	NEW	0.09%
KVUE	Kenvue Inc. Consumer Defensive	Added	14,151	+2,795	$243,962	+24.5%	0.09%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Added	3,522	+370	$244,321	+21.0%	0.09%
CB	Chubb Ltd Financial Services	Added	755	+8	$246,076	+5.5%	0.09%
ED	Consolidated Edison Inc Utilities	Reduced	2,185	-333	$247,297	−1.1%	0.09%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	1,442	-77	$250,114	−11.2%	0.09%
NET	Cloudflare, Inc. Technology	NEW	1,214	NEW	$250,496	NEW	0.09%
CRM	Salesforce, Inc. Technology	Added	1,344	+126	$250,884	−22.2%	0.09%
GS	Goldman Sachs Group Inc Financial Services	Reduced	300	-1	$253,796	−4.1%	0.09%
AME	Ametek Inc/ Industrials	Added	1,187	+53	$254,444	+9.3%	0.09%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	1,798	-144	$256,843	−28.7%	0.10%
EIX	Edison International Utilities	Reduced	3,520	-291	$257,593	+12.6%	0.10%
IESC	IES Holdings, Inc. Industrials	NEW	541	NEW	$257,769	NEW	0.10%
WELL	Welltower Inc. Real Estate	Added	1,359	+24	$268,687	+8.4%	0.10%
IBP	Installed Building Products, Inc. Consumer Cyclical	Reduced	1,031	-121	$273,368	−8.5%	0.10%
CTRA	Coterra Energy Inc. Energy	Reduced	7,815	-566	$274,618	+24.5%	0.10%
ANET	Arista Networks, Inc. Technology	Added	2,243	+441	$275,394	+16.6%	0.10%
ECL	Ecolab Inc. Basic Materials	Reduced	1,062	-31	$282,512	−1.5%	0.10%
PWR	Quanta Services, Inc. Industrials	Reduced	515	-35	$282,744	+21.8%	0.11%
CFG	Citizens Financial Group Inc/Ri Financial Services	Added	4,844	+28	$290,494	+3.3%	0.11%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,085	+290	$290,586	+31.9%	0.11%
HCA	HCA Healthcare, Inc. Healthcare	Added	621	+62	$293,881	+12.6%	0.11%
DIS	Walt Disney Co Communication Services	Reduced	3,083	-143	$297,139	−19.0%	0.11%
AU	AngloGold Ashanti PLC Basic Materials	Added	3,066	+93	$298,505	+17.7%	0.11%