Drucker Wealth 3.0, LLC
•CIK: 2031642•Filing: Q4 2025
**Drucker Wealth 3.0, LLC** manages $569M across a diversified portfolio of 261 positions. The strategy exhibits significant core exposure, anchored by VOO at $52.7M and COWZ at $21.6M. Notable allocations include substantial technology and index exposure, with AAPL ($20.2M), VB ($18.9M), and EFA ($18.5M) representing key components. The portfolio maintains broad market diversification, evidenced by significant holdings in VTI ($17.6M) and BND ($16.7M).
Total AUM
$568.9M
QoQ Performance
+1.3%
Positions
219
Top 10 Concentration
37.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO9.3%
COWZ3.8%
AAPL3.6%
VB3.3%
EFA3.3%
VTI3.1%
BND2.9%
NDQ2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.9%
Technology12.6%
ETF10.3%
Financial4.7%
Consumer3.2%
Healthcare3.1%
Consumer Staples1.1%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+59 more exited positions
Changes from Q3 2025
NEW9 new positions
↑96 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024