Managers / Q4 2025 · view latest →
Drucker Wealth 3.0, LLC
CIK 0002031642 · 110 WINDING WAY, WOODCLIFF LAKE, NJ, 07677 · (212) 681-0460
Reported Value
$569M
Q4 2025
Positions
515
Filings on Record
9
2019–present window
Filed
Feb 3, 2026
original filing
Summary
Drucker Wealth 3.0, Llc reported $569M in U.S.-listed holdings across 515 positions for Q4 2025.
Its largest position, VOO, represents 8.3% of the portfolio.
Compared with Q3 2025, the fund opened 31 new positions and exited 25.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $573M | 522 | Apr 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $569M | 515 | Feb 3, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $562M | 497 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $518M | 422 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $454M | 154 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $433M | 151 | Feb 20, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2024 | $416M | 150 | Nov 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $377M | 149 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.