You're signed outSign in or to get full access.
Drucker Wealth 3.0, LLC
Drucker Wealth 3.0, LLC is a registered investment adviser headquartered in Woodcliff Lake, New Jersey. The firm is part of Drucker Wealth, a third-generation, family-owned financial planning and wealth management company with over 60 years of history. Although they have deep roots in New York, the team runs a virtual planning practice serving mid-career professionals and pre-retirees, helping clients build, protect, and preserve wealth through comprehensive, holistic financial planning and investment management. The firm emphasizes radical transparency and client-focused solutions, adapting its services as clients' needs evolve.
Investment Strategy
Drucker Wealth 3.0, LLC specializes in holistic financial planning and investment management, utilizing a client-centric approach that adapts to market trends and the individual needs of its clients. The firm constructs diversified portfolios and emphasizes long-term growth and risk management through comprehensive planning. Drucker Wealth is distinguished by its combination of technology and personalized advisory services, working primarily with mid-career professionals and those heading toward retirement, seeking to simplify and optimize their financial lives and ensure robust wealth preservation.
Latest 13F Filing Activity
Drucker Wealth 3.0, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 220 equity positions with a total 13F market value of $518M. The fund increased holdings in Pacer FDS TR, Ishares TR, Invesco QQQ TR among other positions. Drucker Wealth 3.0, LLC reduced exposure to Vanguard Whitehall FDS, Comcast Corp. New, Vanguard Specialized Funds among others.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.45% | $48.9M | 85,299 | $514.29 | $568.03 | +$3.4M |
B BND | VANGUARD BD INDEX FDS | 5.57% | $28.8M | 394,671 | $72.63 | $73.63 | -$1.1M |
V VB | VANGUARD INDEX FDS | 4.26% | $22.1M | 90,553 | $226.57 | $236.98 | +$4.3M |
V VTI | VANGUARD INDEX FDS | 3.36% | $17.4M | 56,661 | $268.35 | $303.93 | +$699.5K |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.29% | $17.0M | 82,331 | $194.18 | $204.67 | -$1.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more