Drucker Wealth 3.0, LLC Portfolio Holdings

Drucker Wealth 3.0, LLC

  • $518 Billion
  • Q2 2025

Drucker Wealth 3.0, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $518 Billion distributed in 422 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $48.9B, Vanguard Bd Index Fd Inc Total with a value of $28.8B, Vanguard Small Cap ETF with a value of $22.1B, Vanguard Total Stock Market Et with a value of $17.4B, and Vanguard Dividend Appreciation with a value of $17B.

Examining the 13F form we can see an increase of $63.5B in the current position value, from $454B to 518B.

Drucker Wealth 3.0, LLC is based out at Woodcliff Lake, NJ

Below you can find more details about Drucker Wealth 3.0, LLC portfolio as well as his latest detailed transactions.

Portfolio value $518 Billion
ETFs: $289 Billion
Technology: $57.4 Billion
Financial Services: $34.1 Billion
Consumer Cyclical: $20.4 Billion
Communication Services: $20.2 Billion
Healthcare: $18.7 Billion
Consumer Defensive: $17.6 Billion
Energy: $14.8 Billion
Other: $36.7 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 422
  • Current Value $518 Billion
  • Prior Value $454 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 73 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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