Price Financial Group Wealth Management, Inc
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.3% | $1,325,744 |
| Communication Services | 14.4% | $541,772 |
| Financial Services | 13.2% | $496,788 |
| Consumer Cyclical | 12.4% | $464,137 |
| Consumer Defensive | 7.3% | $273,157 |
| Industrials | 6.0% | $225,573 |
| Utilities | 5.7% | $215,926 |
| Healthcare | 5.7% | $214,880 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −26 | 744 | $277,526 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,132 | $234,210 | |
| DIS | Walt Disney Co | 2,066 | $199,121 | |
| META | Meta Platforms, Inc. | 278 | $159,052 | |
| GE | General Electric Co | 520 | $147,560 | |
| AAPL | Apple Inc. | 568 | $144,152 | |
| AVGO | Broadcom Inc. | 442 | $136,803 | |
| JNJ | Johnson & Johnson | 545 | $133,219 | |
| ABNB | Airbnb, Inc. | 1,002 | $126,532 | |
| BA | Boeing Co | 507 | $100,908 | |
| CSCO | Cisco Systems, Inc. | 1,212 | $94,039 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,516 | $541,772 | 14.42% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 4,237 | $496,788 | 13.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,299 | $460,006 | 12.24% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 540 | $313,691 | 8.35% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 744 | $277,526 | 7.38% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 805 | $274,521 | 7.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 292 | $273,157 | 7.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,083 | $258,122 | 6.87% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 192 | $225,573 | 6.00% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 2,689 | $215,926 | 5.75% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 517 | $214,880 | 5.72% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 2,016 | $206,015 | 5.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.