Price Financial Group Wealth Management, Inc. has submitted its 13F-HR report, detailing a total investment value of approximately $8.2 million as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and asset allocation in the competitive financial services sector.
Price Financial Group Wealth Management, Inc. is based in Portland, Oregon, and is classified under the SEC's other entity type. The company has recently filed several reports, including its 13F-HR forms on August 3 and May 8, 2026, indicating a consistent reporting schedule.
The filing states, "The report type is a 13F combination report," and includes a summary of the company's holdings. The total number of entries in the report is 22, reflecting a diverse investment portfolio. Notably, the report indicates a significant investment in major companies such as NVIDIA, Alphabet Inc., and Microsoft, showcasing the firm's focus on technology and growth sectors.
This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services industry. Investors may use this information to gauge the company's investment philosophy and market positioning, while analysts might analyze the trends in asset management reflected in the report.
Details were not available in the SEC filing regarding future actions or upcoming filings. However, the consistent reporting suggests that Price Financial Group is committed to transparency and maintaining its regulatory obligations.
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