Long-term investor
Price Financial Group Wealth Management, Inc. @pricefinancialgroupwealt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107127).
Record
- Tracked since 2025-12-31 (250 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +3.3% · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SNAXX · 20.5% · long · since 2026-06-30
- GOOGL · 9.3% · long · since 2025-12-31
- AFL · 8.6% · long · since 2025-12-31
- NVDA · 7.5% · long · since 2025-12-31
- MSFT · 4.9% · long · since 2025-12-31
- AMD · 4.7% · long · since 2026-03-31
- PANW · 4.7% · long · since 2026-03-31
- COST · 4.6% · long · since 2025-12-31
- AMZN · 4.4% · long · since 2025-12-31
- SNSXX · 4.3% · long · since 2026-06-30
- BDYN · 4.2% · long · since 2026-03-31
- VOO · 4.1% · long · since 2025-12-31