SEC Form 13F · Q1 2026

Price Financial Group Wealth Management, Inc

Institutional Holdings Report

13F-HROR
$6.1M
Portfolio Value
28
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Price Financial Group Wealth Management, Inc
CIK
2107127
Accession No.
0002107127-26-000002
Location
PORTLAND, OR
Form Type
13F-HR
Portfolio Value
$6.1M
Holdings Reported
28
Reporting Period
Q1 2026
Filed
May 8, 2026

About this Filing

Price Financial Group Wealth Management, Inc is an institutional investment manager based in PORTLAND, OR reporting approximately $6.1M in 13(f) securities across 28 positions as of Q1 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.