Institutional Manager · CIK 0002031642
Drucker Wealth 3.0, LLC
WOODCLIFF LAKE, NJ · File #028-24323
Latest AUM
$568.9M
Positions
515
Top-10 Concentration
51.1%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025515 pos · $568.9M
- 13F HOLDINGS REPORTQ/E Sep 2025497 pos · $561.8M
- 13F HOLDINGS REPORTQ/E Jun 2025422 pos · $517.9M
- 13F HOLDINGS REPORTQ/E Mar 2025154 pos · $454.4M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024151 pos · $433.5M
- 13F HOLDINGS REPORTQ/E Dec 2024150 pos · $416.2M
- 13F HOLDINGS REPORTQ/E Sep 2024150 pos · $416.2M
- 13F HOLDINGS REPORTQ/E Jun 2024149 pos · $376.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 75,514 | $47.4M | 12.86% |
| 2 | PACER FDS TR | 69374H881 | 327,895 | $19.7M | 5.36% |
| 3 | VANGUARD INDEX FDS | 922908751 | 68,469 | $17.7M | 4.79% |
| 4 | APPLE INC | AAPL | 62,367 | $17.0M | 4.60% |
| 5 | ISHARES TR | 464287465 | 174,755 | $16.8M | 4.56% |
| 6 | VANGUARD INDEX FDS | 922908769 | 46,148 | $15.5M | 4.20% |
| 7 | INVESCO QQQ TR | IVZ | 24,586 | $15.1M | 4.10% |
| 8 | VANGUARD BD INDEX FDS | 921937835 | 203,094 | $15.0M | 4.08% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 60,495 | $13.3M | 3.61% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 171,805 | $10.7M | 2.91% |
| 11 | MICROSOFT CORP | MSFT | 21,251 | $10.3M | 2.79% |
| 12 | VANGUARD WHITEHALL FDS | 921946794 | 109,512 | $9.9M | 2.68% |
| 13 | VANGUARD INDEX FDS | 922908744 | 42,907 | $8.2M | 2.22% |
| 14 | VANGUARD WHITEHALL FDS | 921946406 | 54,746 | $7.9M | 2.13% |
| 15 | SCHWAB STRATEGIC TR | 808524797 | 281,573 | $7.7M | 2.10% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 22,304 | $7.2M | 1.95% |
| 17 | NVIDIA CORPORATION | NVDA | 32,937 | $6.1M | 1.67% |
| 18 | VANGUARD WORLD FD | 92204A702 | 7,834 | $5.9M | 1.60% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C573 | 74,732 | $5.8M | 1.58% |
| 20 | VANGUARD INDEX FDS | 922908736 | 11,554 | $5.6M | 1.53% |