Price Financial Group Wealth Management, Inc
โขCIK: 2107127โขFiling: Q4 2025
**Price Financial Group Wealth Management, Inc.** manages a $\$3.0\text{M}$ AUM across a concentrated portfolio of 10 positions. Top holdings reveal significant allocations to mega-cap technology names, notably GOOGL and AFL, each commanding $\$0.5\text{M}$ of the total capital. The remaining portfolio is diversified across tech leaders like NVDA ($\$0.4\text{M}$) and MSFT ($\$0.3\text{M}$), alongside consumer staples and growth plays such as COST and AMZN. This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$3.2M
QoQ Performance
N/A
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AFL
NVDA
MSFT
COST
AMZN
FNDE
DIS
GOOGL15.7%
AFL14.4%
NVDA12.6%
MSFT11.0%
COST9.1%
AMZN9.0%
FNDE7.4%
DIS7.3%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Technology39.3%
Other28.3%
Consumer18.0%
Communication7.3%
ETF7.1%