Mateusz Sudol

Price Financial Group Wealth Management, Inc

Assets Managed

$6.057M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 3d ago

Growth Rate

91.78%(2Q avg: 45.89%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Price Financial Group Wealth Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Price Financial Group Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.057M in assets, with a quarterly growth rate of 91.78% and a 2-quarter average growth rate of 45.89%. The portfolio is managed by Mateusz Sudol, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOGL Alphabet Inc-cl A Recent Activity	8.44%	$511,186 1,515 shares@ $337.42 avg price
AFL Aflac Inc Recent Activity Increased 0.51%	7.99%	$483,379 4,215 shares@ $114.69 avg price	Increased 0.51%
NVDA Nvidia Corp Recent Activity Increased 3.85%	7.67%	$464,140 2,297 shares@ $202.07 avg price	Increased 3.85%
MSFT Microsoft Corp Recent Activity Decreased -2.53%	5.32%	$321,897 770 shares@ $418.05 avg price	Decreased -2.53%
COST Costco Wholesale Corp Recent Activity	4.82%	$291,428 292 shares@ $998.05 avg price
AMZN Amazon.com Inc Recent Activity Decreased -13.29%	4.44%	$268,909 1,083 shares@ $248.31 avg price	Decreased -13.29%
FNDE Schwab Fndmntl Em Mrk Eq Etf Recent Activity	4.13%	$249,667 6,143 shares@ $40.65 avg price
BDYN Ishares Dyn Act Etf Recent Activity New Position	3.99%	$241,140 9,179 shares@ $26.28 avg price	New Position
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.29%	3.84%	$232,579 357 shares@ $651.49 avg price	Increased 0.29%
DIS Walt Disney Co The Recent Activity	3.63%	$219,608 2,066 shares@ $106.3 avg price

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