Drucker Wealth 3.0, LLC
RIA/Wealth
Drucker Wealth 3.0, LLC is a RIA/Wealth led by Lance Drucker, reporting $666.0M in AUM as of Q3 2025 with 54% ETF concentration.
ChairmanLance Drucker
- Portfolio Value
- $561.8M
- Positions
- 255
- Top Holding
- VOO at 8.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Drucker Wealth 3.0, LLC's portfolio (36.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.3M | 8.77% | -$3.0M Sold | — 80.4K shares | |
ETF ETF | $19.5M | 3.46% | +$12.3M Bought | — 338.6K shares | |
Consumer Electronics Technology | $19.0M | 3.38% | +$658.7K Bought | 0.00% 74.5K shares | |
ETF ETF | $18.3M | 3.26% | -$4.7M Sold | — 72.1K shares | |
ETF ETF | $18.0M | 3.21% | -$11.3M Sold | — 242.6K shares | |
ETF ETF | $17.7M | 3.15% | -$917.9K Sold | — 53.9K shares | |
ETF ETF | $16.8M | 2.99% | +$10.4M Bought | — 180.1K shares | |
ETF ETF | $15.3M | 2.72% | +$8.2M Bought | — 25.4K shares | |
Unknown Unknown | $14.8M | 2.64% | -$2.9M Sold | — 68.8K shares | |
Software - Infrastructure Technology | $14.0M | 2.50% | +$1.4M Bought | 0.00% 27.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Drucker Wealth 3.0, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Analytics
Portfolio insights and performance metrics for Drucker Wealth 3.0, LLC
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