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CIK: 0001541787
Total reported value
$1.2B
$1.2B
137 檔
32.6%
During the Q3 2025 filing period, Nadler Financial Group, Inc. (CIK: 0001541787) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 137 reported positions.
Nadler Financial Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.65% | -0.07% | +4.73% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.89% | -0.02% | +2.63% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.33% | +0.08% | -4.69% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.56% | +0.08% | -3.45% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.20% | +0.18% | -4.89% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.98% | +0.06% | -5.39% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.83% | +0.29% | -1.39% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.07% | +0.06% | -8.16% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.26% | -0.33% | +8.90% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.25% | -0.15% | +21.30% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.13% | -0.01% | +0.19% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.73% | +0.08% | +49.87% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.78% | -0.01% | -27.96% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | +0.12% | +2.76% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.57% | -0.05% | -3.26% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.39% | -0.04% | -11.52% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.13% | +1.77% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | -0.01% | -2.41% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.03% | -6.40% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.01% | +0.04% | -0.69% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.02% | -0.82% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | — | -4.63% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.07% | -19.88% | |
| 24 | COF | Capital One Financial CORP | Stock-Financials | 0.74% | -0.02% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.05% | +1.15% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.65% | +0.02% | -0.68% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | — | +0.17% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.42% | -0.17% | -0.62% | |
| 29 | VONE | Vanguard Russell 1000 | ETF-Other | 0.40% | -0.03% | -12.55% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.40% | — | -16.96% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.04% | +3.32% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.38% | -0.02% | -0.22% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | — | -6.96% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.04% | -1.42% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.07% | -2.03% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.29% | -0.03% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.28% | -0.08% | +0.60% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.26% | -0.01% | -7.58% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.24% | — | -2.28% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | — | -2.31% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.13% | -9.56% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.03% | +5.19% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +4.76% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.17% | +0.02% | +455.01% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.01% | +0.23% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | — | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.16% | -0.05% | +0.37% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.03% | +1.10% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | -0.02% | +2.92% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.01% | +5.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.2% | +49.87% | Add |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +1.1% | +21.30% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.6% | -1.39% | Add |
| 4 | VONG | Vanguard Russell 1000 Growth | +0.4% | -4.89% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -6.40% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | +1.77% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.3% | -3.45% | Trim |
| 8 | ORCL | Oracle CORP | +0.2% | +3.32% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.76% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +1.15% | Trim |
| 11 | TSLA | Tesla Inc | +0.2% | +0.17% | Add |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +455.01% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +2.63% | Add |
| 14 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +8.90% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +0.23% | Trim |
| 16 | XLK | Ss Technology Select Sector | 0% | +1.10% | Add |
| 17 | SHOP | Shopify Inc - Class A | 0% | — | Add |
| 18 | AVGO | Broadcom Inc | 0% | +13.82% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | -1.42% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +4.76% | Add |
| 21 | IWP | Ishares Russell Mid-cap Grow | 0% | -2.28% | Add |
| 22 | NFLX | Netflix Inc | 0% | +0.37% | Add |
| 23 | PSLV | Sprott Physical Silver Trust | 0% | — | Add |
| 24 | COF | Capital One Financial CORP | 0% | — | Trim |
| 25 | GLD | Spdr Gold Shares | 0% | +0.60% | Add |
| 26 | IWR | Ishares Russell Mid-cap ETF | — | -0.68% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.41% | Trim |
| 28 | SCHM | Schwab US Mid Cap ETF | 0% | -0.69% | Trim |
| 29 | IWF | Ishares Russell 1000 Growth | -0.1% | -8.16% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.1% | -4.63% | Trim |
| 31 | MCD | Mcdonald's CORP | -0.1% | -9.56% | Trim |
| 32 | COST | Costco Wholesale CORP | -0.1% | -2.03% | Trim |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.19% | Add |
| 34 | VTV | Vanguard Value ETF | -0.1% | +4.73% | Add |
| 35 | SCHV | Schwab US Large-cap Value | -0.2% | -16.96% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.82% | Trim |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -19.88% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -0.5% | -5.39% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -4.69% | Trim |
| 40 | SCHD | Schwab US Dvd Equity ETF | -1% | -11.52% | Trim |
| 41 | AAPL | Apple Inc | -1.4% | -3.26% | Trim |
| 42 | IWD | Ishares Russell 1000 Value E | -1.6% | -27.96% | Trim |
| 43 | VONV | Vanguard Russell 1000 Value | — | NEW | New buy |
| 44 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 46 | AUB | Atlantic Union Bankshares Co | — | NEW | New buy |
| 47 | SD2 | Sandy Spring Bancorp Inc | — | EXIT | Sold out |
| 48 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 49 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 50 | CRM | Salesforce Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Nadler Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.2B across 137 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VO, VTI) accounted for 32.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VONV
市值: $1.1M
Top Position Liquidated / Trimmed
SD2
前期市值: $382.9K
During Q3 2025, Nadler Financial Group, Inc.'s top holdings by market value included VTV (8.7%)、VO (7.9%)、VTI (7.3%). The largest single position, VTV, represented 8.7% of total portfolio value.
In Q3 2025, Nadler Financial Group, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 3 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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