Data as of Q4 2025 (Dec 31, 2025)

Price Financial Group Wealth Management, Inc

โ€ขCIK: 2107127โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

GOOGL
ALPHABET INC CLASS A
NEW
15.7% of portfolio
AFL
AFLAC INC
NEW
14.4% of portfolio
NVDA
NVIDIA CORP
NEW
12.6% of portfolio
MSFT
MICROSOFT CORP
NEW
11.0% of portfolio
COST
COSTCO WHSL CORP NEW
NEW
9.1% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Technology39.3%
Other28.3%
Consumer18.0%
Communication7.3%
ETF7.1%