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CIK: 0001541787
Total reported value
$1.2B
$1.2B
132 檔
30.6%
According to the latest 13F quarterly dataset, Nadler Financial Group, Inc. managed an equity portfolio of $1.2B at the end of Q2 2025, spanning 132 distinct U.S. exchange-listed positions.
During Q2 2025, Nadler Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VO, VTI) accounted for 30.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.41% | -0.07% | +1.48% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.87% | -0.02% | +1.29% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.65% | +0.08% | -5.41% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.67% | +0.08% | -2.98% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.35% | +0.18% | +0.32% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.30% | +0.06% | -4.43% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.81% | +0.29% | +2.69% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.37% | +0.06% | -3.63% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.20% | -0.01% | +1.10% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.98% | -0.33% | +0.64% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.95% | -0.01% | -4.78% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.50% | -0.15% | +10.15% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.81% | -0.04% | -5.89% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.54% | +0.08% | +61.22% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.12% | +1.08% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.30% | -0.05% | -32.64% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.13% | +8.29% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.01% | -1.30% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.03% | +3.39% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.04% | +0.04% | -0.21% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | +0.07% | -17.33% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.02% | +0.47% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | — | -2.23% | |
| 24 | COF | Capital One Financial CORP | Stock-Financials | 0.80% | -0.02% | -1.08% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.67% | +0.02% | +3.65% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.05% | -3.79% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.49% | — | -8.04% | |
| 28 | VONE | Vanguard Russell 1000 | ETF-Other | 0.46% | -0.03% | -8.72% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | — | -6.54% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.17% | -22.23% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.39% | -0.02% | -4.01% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.07% | -7.02% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.04% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | — | +2.24% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.04% | +0.07% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.03% | — | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.28% | -0.01% | -3.93% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.08% | — | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.25% | — | +4.46% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.13% | -8.31% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.03% | -4.18% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.05% | +0.74% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | -1.09% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | — | -6.19% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | — | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.13% | +0.03% | +7.52% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.01% | -2.77% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | -0.02% | -11.82% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.20% | EXIT | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | -6.17% |
According to official SEC Form 13F filings, Nadler Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.2B across 132 disclosed positions in Q2 2025.
During Q2 2025, Nadler Financial Group, Inc.'s top holdings by market value included VTV (8.4%)、VO (7.9%)、VTI (7.7%). The largest single position, VTV, represented 8.4% of total portfolio value.
In Q2 2025, Nadler Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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