Nadler Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Nadler Financial Group, Inc. held in its portfolio 140 assets valued at $1,075,261,029 (i.e. $1.08B).
The most valuable assets in the portfolio included: Vanguard Value ETF ($95.91M), Vanguard Mid-Cap ETF ($83.46M), and Vanguard Total Stock Market ETF ($77.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 140 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nadler Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Vanguard Value ETF | 502189 | 95913152 | ETF |
| Vanguard Mid-Cap ETF | 287558 | 83454979 | ETF |
| Vanguard Total Stock Market ETF | 231435 | 77593104 | ETF |
| Vanguard Growth ETF | 142785 | 69659324 | ETF |
| Vanguard Russell 1000 Growth ETF | 529869 | 64511569 | ETF |
| Vanguard S&P 500 ETF | 102011 | 63974172 | ETF |
| Schwab U.S. Large-Cap Growth ETF | 1927577 | 62877561 | ETF |
| iShares Russell 1000 Growth ETF | 111632 | 52835393 | ETF |
| Schwab Fundamental International Equity ETF | 1068140 | 48290603 | ETF |
| iShares Core S&P U.S. Value ETF | 458335 | 46997695 | ETF |
| iShares Core S&P Mid-Cap ETF | 663824 | 43812361 | ETF |
| Vanguard FTSE Developed Markets ETF | 699065 | 43670569 | ETF |
| iShares Russell 1000 Value ETF | 138327 | 29095656 | ETF |
| iShares Core S&P 500 ETF | 42005 | 28771137 | ETF |
| Apple Inc | 104989 | 28542193 | Stock |
| Schwab U.S. Dividend Equity ETF | 860902 | 23614537 | ETF |
| SPDR S&P 500 ETF | 23513 | 16033987 | ETF |
| Microsoft Corp | 31370 | 15171275 | Stock |
| NVIDIA Corp | 66988 | 12493278 | Stock |
| Berkshire Hathaway Inc | 17689 | 11908565 | Stock |
| Alphabet Inc | 36047 | 11306271 | Stock |
| Schwab U.S. Mid-Cap ETF | 358722 | 10786771 | ETF |
| Capital One Financial Corp | 36579 | 8865286 | Stock |
| Amazon.com Inc | 35698 | 8239812 | Stock |
| Invesco QQQ Trust | 13056 | 8020448 | ETF |
| iShares Russell Mid-Cap ETF | 72087 | 6939805 | ETF |
| iShares Gold Trust | 67589 | 5486199 | ETF |
| Tesla Inc | 10042 | 4516088 | Stock |
| Vanguard Russell 1000 ETF | 13968 | 4316671 | ETF |
| Schwab U.S. Large-Cap Value ETF | 141719 | 4196300 | ETF |
| WisdomTree U.S. LargeCap Dividend Fund | 46473 | 4093333 | ETF |
| Vanguard Small-Cap ETF | 15675 | 4043419 | ETF |
| SPDR Gold Shares | 8530 | 3380524 | ETF |
| Oracle Corp | 16373 | 3191301 | Stock |
| Costco Wholesale Corp | 3568 | 3077159 | Stock |
| Meta Platforms Inc | 4635 | 3059190 | Stock |
| Eli Lilly and Co | 2407 | 2586755 | Stock |
| iShares Russell 1000 ETF | 6810 | 2543126 | ETF |
| iShares Russell Mid-Cap Growth ETF | 17385 | 2380702 | ETF |
| McDonald's Corp | 6905 | 2110411 | Stock |
| JPMorgan Chase & Co | 6072 | 1956465 | Stock |
| AbbVie Inc | 8427 | 1925467 | Stock |
| Invesco NASDAQ 100 ETF | 7318 | 1850869 | ETF |
| Vanguard Dividend Appreciation ETF | 7669 | 1685493 | ETF |
| Vanguard Russell 1000 Value ETF | 15375 | 1419113 | ETF |
| State Street Technology Select Sector SPDR ETF | 9267 | 1334170 | ETF |
| Netflix Inc | 13530 | 1268573 | Stock |
| Johnson & Johnson | 6105 | 1263509 | Stock |
| Abbott Laboratories | 8787 | 1100937 | Stock |
| Shopify Inc Registered Shs -A- Subord Vtg | 6689 | 1076728 | Stock |
| Sprott Physical Gold and Silver Trust | 22305 | 1021569 | CEF |
| Exxon Mobil Corp | 8427 | 1014048 | Stock |
| Visa Inc | 2851 | 999752 | Stock |
| AT&T Inc | 39518 | 981627 | Stock |
| The Home Depot Inc | 2851 | 981003 | Stock |
| abrdn Physical Silver Shares ETF | 13785 | 932417 | ETF |
| Caterpillar Inc | 1625 | 930914 | Stock |
| Walmart Inc | 7735 | 861775 | Stock |
| Cisco Systems Inc | 10387 | 800103 | Stock |
| Mastercard Inc | 1370 | 782120 | Stock |
| Boeing Co | 3236 | 702600 | Stock |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 2112 | 641816 | ADR |
| Allstate Corp | 3071 | 639229 | Stock |
| Merck & Co Inc | 5810 | 611554 | Stock |
| International Business Machines Corp | 2023 | 599233 | Stock |
| Amplify Cybersecurity ETF | 7365 | 591925 | ETF |
| The Walt Disney Co | 5120 | 582543 | Stock |
| Broadcom Inc | 1669 | 577683 | Stock |
| Sprott Physical Silver Trust | 23621 | 558637 | CEF |
| Coca-Cola Co | 7986 | 558331 | Stock |
| Blackstone Inc | 3539 | 545546 | Stock |
| PepsiCo Inc | 3625 | 520253 | Stock |
| Sprott Physical Gold Trust | 15745 | 519900 | CEF |
| State Street Consumer Discretionary Select Sector SPDR ETF | 4336 | 517762 | ETF |
| GE Aerospace | 1621 | 499455 | Stock |
| Cboe Global Markets Inc | 1978 | 496478 | Stock |
| Advanced Micro Devices Inc | 2315 | 495780 | Stock |
| American Express Co | 1333 | 493143 | Stock |
| iShares MSCI Israel ETF | 4400 | 484132 | ETF |
| WisdomTree U.S. Al Enhanced Value Fund | 4055 | 466244 | ETF |
| Bank of America Corp | 8345 | 458974 | Stock |
| State Street SPDR S&P Dividend ETF | 3280 | 456387 | ETF |
| Amgen Inc | 1381 | 451918 | Stock |
| Atlantic Union Bankshares Corp | 12325 | 435073 | Stock |
| AllianceBernstein Holding LP | 10836 | 416969 | Stock |
| Deere & Co | 895 | 416845 | Stock |
| Southern Co | 4775 | 416380 | Stock |
| Defiance Quantum ETF | 3785 | 415111 | ETF |
| Pfizer Inc | 16652 | 414647 | Stock |
| Palo Alto Networks Inc | 2238 | 412240 | Stock |
| Vanguard Short-Term Corporate Bond ETF | 5119 | 408138 | ETF |
| Palantir Technologies Inc | 2230 | 396383 | Stock |
| Procter & Gamble Co | 2707 | 387940 | Stock |
| Vanguard Information Technology ETF | 506 | 381413 | ETF |
| PTC Therapeutics Inc | 4939 | 375166 | Stock |
| Constellation Energy Corp | 1059 | 374014 | Stock |
| Invesco S&P 500 Low Volatility ETF | 5000 | 357100 | ETF |
| The Goldman Sachs Group Inc | 404 | 355116 | Stock |
| Medline Inc | 8430 | 354060 | Stock |
| Ecolab Inc | 1298 | 340751 | Stock |
| GE Vernova Inc | 505 | 330053 | Stock |
| Eaton Corp PLC | 1032 | 328702 | Stock |
| CME Group Inc | 1182 | 322870 | Stock |
| PNC Financial Services Group Inc | 1544 | 322279 | Stock |
| State Street Communication Services Select Sector SPDR ETF | 2735 | 321964 | ETF |
| NextEra Energy Inc | 3910 | 313895 | Stock |
| SPDR Dow Jones Industrial Average ETF Trust | 636 | 305643 | ETF |
| Harmony Biosciences Holdings Inc | 7964 | 298013 | Stock |
| RTX Corp | 1590 | 291606 | Stock |
| iShares ESG Aware MSCI EAFE ETF | 2855 | 271482 | ETF |
| The Hershey Co | 1417 | 257866 | Stock |
| Danaher Corp | 1122 | 256848 | Stock |
| Fifth Third Bancorp | 5374 | 251557 | Stock |
| iShares MSCI India ETF | 4638 | 250684 | ETF |
| State Street Consumer Staples Select Sector SPDR ETF | 3207 | 249120 | ETF |
| Gilead Sciences Inc | 2022 | 248180 | Stock |
| State Street Industrial Select Sector SPDR ETF | 1565 | 242763 | ETF |
| Vanguard High Dividend Yield ETF | 1691 | 242692 | ETF |
| Vanguard Total International Stock ETF | 3214 | 242438 | ETF |
| Dominion Energy Inc | 4132 | 242094 | Stock |
| Chevron Corp | 1570 | 239307 | Stock |
| Vanguard S&P 500 Value ETF | 1164 | 238425 | ETF |
| Waste Management Inc | 1085 | 238385 | Stock |
| McKesson Corp | 290 | 237884 | Stock |
| Chubb Ltd | 754 | 235338 | Stock |
| iShares Bitcoin Trust ETF | 4556 | 226205 | ETF |
| Vanguard Mega Cap Growth ETF | 538 | 222070 | ETF |
| iShares Core MSCI Emerging Markets ETF | 3230 | 217121 | ETF |
| Equifax Inc | 1000 | 216980 | Stock |
| Grayscale Bitcoin Trust ETF | 3167 | 216496 | ETF |
| Autodesk Inc | 730 | 216087 | Stock |
| iShares U.S. Technology ETF | 1072 | 214057 | ETF |
| Lowe's Companies Inc | 884 | 213112 | Stock |
| Marriott International Inc | 655 | 203207 | Stock |
| Illinois Tool Works Inc | 822 | 202408 | Stock |
| Altria Group Inc | 3471 | 200111 | Stock |
| Albertsons Companies Inc | 10799 | 185419 | Stock |
| Kimbell Royalty Partners LP | 11182 | 131500 | Stock |
| Medical Properties Trust Inc | 18000 | 90000 | REIT |
| Empire Petroleum Corp | 17094 | 51966 | Stock |
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