SEC Form 13F · Q3 2026

Price Financial Group Wealth Management, Inc

Institutional Holdings Report

13F-HROR
$8.2M
Portfolio Value
22
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Price Financial Group Wealth Management, Inc
CIK
2107127
Accession No.
0002107127-26-000005
Location
PORTLAND, OR
Form Type
13F-HR
Portfolio Value
$8.2M
Holdings Reported
22
Reporting Period
Q3 2026
Filed
November 2, 2026

About this Filing

Price Financial Group Wealth Management, Inc is an institutional investment manager based in PORTLAND, OR reporting approximately $8.2M in 13(f) securities across 22 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.