ETF Holders

Price Financial Group Wealth Management, Inc ETF holdings

Portland, OR

Reported $745K in 3 ETFs in its Form 13F for June 30, 2026.

ETF value
$745K
ETFs held
3
Change from prior quarter
-21.8%
With price moves
ETFs as a share of its 13F
12.4%
of $6.0M

Top 3 of 3 ETF holdings

TickerFundValueSharesChange
BDYNiShares Dynamic Equity Active ETF$255K9,179No change
VOOVanguard S&P 500 ETF$246K358+1 shares
FNDESchwab Fundamental Emerging Markets Equity ETF$244K6,173+30 shares

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002107127. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Price Financial Group Wealth Management, Inc own?

Price Financial Group Wealth Management, Inc reported 3 ETF positions worth $745K in its Form 13F for June 30, 2026. The largest was BDYN, at $255K.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.