Holdings of Drucker Wealth 3.0, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 247 in 6 countries
- Top ten
- 37.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 11.5 %
- Technology 11.2 %
- Financials 5.9 %
- Health care 3.7 %
- Communication 3.6 %
- Consumer staples 3.4 %
- Consumer discretionary 3.1 %
- Industrials 2.9 %
- Energy 2.5 %
- Utilities 2.0 %
- Materials 0.4 %
- Real estate 0.3 %
- Unattributed 49.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.3 %
- Taiwan 0.3 %
- United Kingdom 0.3 %
- Belgium 0.0 %
- Netherlands 0.0 %
- Spain 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 240 | 548.7M $ | 99.34 % |
| 2 | Taiwan | 1 | 1.6M $ | 0.29 % |
| 3 | United Kingdom | 3 | 1.4M $ | 0.26 % |
| 4 | Belgium | 1 | 244.3K $ | 0.04 % |
| 5 | Netherlands | 1 | 242.6K $ | 0.04 % |
| 6 | Spain | 1 | 150.5K $ | 0.03 % |
Cite this page
Titelia. "Holdings of Drucker Wealth 3.0, LLC". https://titelia.com/en/funds/US13F2031642