Nalls Sherbakoff Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767500
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$140.7M
Holdings
378
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Nalls Sherbakoff Group, LLC disclosed 378 positions worth $140.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 44 and a full exit from $KKR. The portfolio is most concentrated in Other (67.5% of disclosed assets). All figures are sourced directly from Nalls Sherbakoff Group, LLC’s Form 13F-HR filing with the SEC under CIK 1767500.
AI Fund Analysis
ConcentratingSCHWAB U.S. BROAD MARKET E
15.8% weight
Held 6 quarters
SCHWAB INTERNATIONAL EQUIT
8.7% weight
Held 6 quarters
ISHARES 1-5 YEAR INVESTMEN
4.0% weight
Held 6 quarters
SCHWAB US AGGREGATE BOND E
3.5% weight
Held 6 quarters
VANGUARD REAL ESTATE ETF -
3.2% weight
Held 6 quarters
$QQQ5 quarters accumulating
$CEF5 quarters accumulating
DIMENSIONAL U.S. EQUITY MA
5 quarters accumulating
$IVZ5 quarters accumulating
DIMENSIONAL US LARGE CAP V
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB U.S. BROAD MARKET ETF - ETF
—Quality
$22.2M764,875 shSCHWAB INTERNATIONAL EQUITY ETF - ETF
—Quality
$12.2M439,328 shISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF
—Quality
$5.7M108,761 shSCHWAB US AGGREGATE BOND ETF - ETF
—Quality
$5.0M215,306 shVANGUARD REAL ESTATE ETF - ETF
—Quality
$4.6M47,193 sh- 66.8
Quality
$3.7M143,773 sh - 78.2
Quality
$3.7M10,274 sh - —
Quality
$3.3M4,523 sh - 76.4
Quality
$2.9M10,101 sh - 73.7
Quality
$2.7M11,026 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF - ETF | — | $22.2M | 764,875 |
| SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $12.2M | 439,328 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | — | $5.7M | 108,761 |
| SCHWAB US AGGREGATE BOND ETF - ETF | — | $5.0M | 215,306 |
| VANGUARD REAL ESTATE ETF - ETF | — | $4.6M | 47,193 |
 OLD NATIONAL BANCORP /IN/$ONB | 66.8 | $3.7M | 143,773 |
 Alphabet Inc.$GOOG | 78.2 | $3.7M | 10,274 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.3M | 4,523 |
 Apple Inc.$AAPL | 76.4 | $2.9M | 10,101 |
 PNC FINANCIAL SERVICES GROUP, INC.$PNC | 73.7 | $2.7M | 11,026 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Nalls Sherbakoff Group, LLC's 378 positions.
Showing top 10 of 378 holdings.
Sector Allocation
Other
$95.0M
Financials
$21.6M
Technology
$12.3M
Industrials
$2.9M
Consumer Discretionary
$2.7M
Energy
$1.9M
Consumer Staples
$1.4M
Utilities
$980,519
Top Holdings — Nalls Sherbakoff Group, LLC (Q2 2026)
Top 150 of 378 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $22.2M | 15.8% | -3% | — |
| 2 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $12.2M | 8.7% | -3% | — |
| 3 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $5.7M | 4.0% | -3% | — |
| 4 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $5.0M | 3.5% | -2% | — |
| 5 | — | VANGUARD REAL ESTATE ETF - ETF | $4.6M | 3.2% | -5% | — |
| 6 | $ONB | OLD NATIONAL BANCORP /IN/ | $3.7M | 2.6% | +0% | 66.8 |
| 7 | $GOOG | Alphabet Inc. | $3.7M | 2.6% | -3% | 78.2 |
| 8 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 2.4% | +5% | — |
| 9 | $AAPL | Apple Inc. | $2.9M | 2.1% | -14% | 76.4 |
| 10 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.7M | 1.9% | -2% | 73.7 |
| 11 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $2.6M | 1.8% | -5% | — |
| 12 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $2.5M | 1.8% | +0% | — |
| 13 | $CEF | Sprott Physical Gold & Silver Trust | $2.5M | 1.8% | +3% | — |
| 14 | — | DIMENSIONAL US SMALL CAP VALUE ETF - ETF | $2.5M | 1.8% | -2% | — |
| 15 | — | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF - ETF | $2.4M | 1.7% | -4% | — |
| 16 | — | SCHWAB U.S. LARGE-CAP VALUE ETF - ETF | $2.2M | 1.6% | -3% | — |
| 17 | $IVZ | Invesco Ltd. | $1.9M | 1.4% | -1% | — |
| 18 |  $PSLV | Sprott Physical Silver Trust | $1.9M | 1.3% | -2% | — |
| 19 | — | SCHWAB EMERGING MARKETS EQUITY ETF - ETF | $1.9M | 1.3% | +0% | — |
| 20 | — | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF - ETF | $1.8M | 1.3% | -1% | — |
| 21 |  $RF | REGIONS FINANCIAL CORP | $1.6M | 1.1% | +0% | 61.5 |
| 22 |  $AMZN | AMAZON COM INC | $1.3M | 0.9% | -0% | 68.7 |
| 23 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | $1.2M | 0.8% | -0% | — |
| 24 | — | ISHARES FLOATING RATE BOND ETF - ETF | $1.2M | 0.8% | -4% | — |
| 25 |  $SLV | iShares Silver Trust | $1.2M | 0.8% | -2% | — |
| 26 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | $1.2M | 0.8% | -5% | — |
| 27 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.7% | -8% | 64.6 |
| 28 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $1.0M | 0.7% | +0% | — |
| 29 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $984,058 | 0.7% | -0% | — |
| 30 |  $GLD | SPDR GOLD TRUST | $975,839 | 0.7% | +0% | — |
| 31 | $IVZ | Invesco Ltd. | $928,522 | 0.7% | -7% | — |
| 32 | — | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF - ETF | $913,333 | 0.7% | -4% | — |
| 33 | — | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF | $897,405 | 0.6% | -2% | — |
| 34 | — | SCHWAB US TIPS ETF - ETF | $877,040 | 0.6% | -3% | — |
| 35 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $841,071 | 0.6% | +0% | — |
| 36 |  $GOOGL | Alphabet Inc. | $827,626 | 0.6% | -20% | 78.2 |
| 37 |  $GWW | W.W. GRAINGER, INC. | $816,240 | 0.6% | +0% | 61.8 |
| 38 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - ETF | $782,798 | 0.6% | -1% | — |
| 39 |  $GE | GENERAL ELECTRIC CO | $779,601 | 0.6% | +9% | 73.8 |
| 40 |  $MSFT | MICROSOFT CORP | $769,050 | 0.6% | +0% | 79.8 |
| 41 | $IVZ | Invesco Ltd. | $746,010 | 0.5% | +45% | — |
| 42 |  $RACE | Ferrari N.V. | $744,580 | 0.5% | +0% | — |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $635,955 | 0.5% | -32% | 57.9 |
| 44 | — | DIMENSIONAL US CORE EQUITY MARKET ETF - ETF | $614,427 | 0.4% | +149% | — |
| 45 |  $GEV | GE Vernova Inc. | $610,927 | 0.4% | +9% | 81.1 |
| 46 |  $TFC | TRUIST FINANCIAL CORP | $578,994 | 0.4% | +0% | 76.4 |
| 47 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | $564,353 | 0.4% | +0% | — |
| 48 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $544,307 | 0.4% | -22% | — |
| 49 |  $NVDA | NVIDIA CORP | $537,789 | 0.4% | +0% | 85.9 |
| 50 | — | DIMENSIONAL GLOBAL CREDIT ETF - ETF | $516,413 | 0.4% | +0% | — |
| 51 |  $NSC | NORFOLK SOUTHERN CORP | $516,405 | 0.4% | +0% | 63.2 |
| 52 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $485,326 | 0.3% | +455% | — |
| 53 | $IVZ | Invesco Ltd. | $478,684 | 0.3% | +0% | — |
| 54 | — | DIMENSIONAL US HIGH PROFITABILITY ETF - ETF | $470,645 | 0.3% | +0% | — |
| 55 |  $MU | MICRON TECHNOLOGY INC | $461,716 | 0.3% | +0% | 86.2 |
| 56 |  $JPM | JPMORGAN CHASE & CO | $452,697 | 0.3% | +0% | 70.7 |
| 57 |  $T | AT&T INC. | $448,054 | 0.3% | -26% | 65.7 |
| 58 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF | $394,158 | 0.3% | NEW | — |
| 59 | — | DIMENSIONAL INTERNATIONAL VALUE ETF - ETF | $390,116 | 0.3% | +3% | — |
| 60 | — | ISHARES S&P 500 GROWTH ETF - ETF | $386,201 | 0.3% | -12% | — |
| 61 | — | SCHWAB MUNICIPAL BOND ETF - ETF | $373,228 | 0.3% | +0% | — |
| 62 |  $KMI | KINDER MORGAN, INC. | $372,356 | 0.3% | -6% | 71.3 |
| 63 |  $DUK | Duke Energy CORP | $362,105 | 0.3% | -8% | 56.4 |
| 64 | — | DIMENSIONAL US CORE EQUITY 1 ETF - ETF | $358,975 | 0.3% | +0% | — |
| 65 | $IVZ | Invesco Ltd. | $337,126 | 0.2% | +0% | — |
| 66 |  $LMT | LOCKHEED MARTIN CORP | $336,971 | 0.2% | +1% | 65.6 |
| 67 | — | VANGUARD MORNINGSTAR LARGE-CAP ETF - ETF | $327,746 | 0.2% | +0% | — |
| 68 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $327,151 | 0.2% | -56% | — |
| 69 | — | ISHARES GLOBAL INFRASTRUCTURE ETF - ETF | $326,803 | 0.2% | +0% | — |
| 70 | — | GOLDMAN SACHS MSCI WORLD PRIVATE EQUITY RETURN TRACKER ETF - ETF | $318,630 | 0.2% | NEW | — |
| 71 | — | VANGUARD S&P SMALL-CAP 600 ETF - ETF | $310,978 | 0.2% | +0% | — |
| 72 | — | ISHARES S&P 500 VALUE ETF - ETF | $305,170 | 0.2% | +0% | — |
| 73 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $300,495 | 0.2% | +0% | — |
| 74 | — | DIMENSIONAL US REAL ESTATE ETF - ETF | $294,898 | 0.2% | -15% | — |
| 75 |  $SO | SOUTHERN CO | $293,520 | 0.2% | -2% | 62 |
| 76 | — | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF - ETF | $288,117 | 0.2% | +0% | — |
| 77 | — | ALERIAN MLP ETF - ETF | $287,844 | 0.2% | +0% | — |
| 78 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF | $285,400 | 0.2% | +47% | — |
| 79 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $284,488 | 0.2% | +0% | 64.4 |
| 80 |  $AVGO | Broadcom Inc. | $283,802 | 0.2% | +0% | 84.5 |
| 81 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $279,414 | 0.2% | +0% | — |
| 82 |  $ADP | AUTOMATIC DATA PROCESSING INC | $270,308 | 0.2% | +0% | 69.8 |
| 83 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $265,766 | 0.2% | +0% | — |
| 84 | — | VANGUARD S&P 500 ETF - ETF | $264,422 | 0.2% | -40% | — |
| 85 |  $ET | Energy Transfer LP | $259,305 | 0.2% | +0% | 64.4 |
| 86 | — | DIMENSIONAL INTERNATIONAL SMALL CAP ETF - ETF | $251,368 | 0.2% | +0% | — |
| 87 |  $D | DOMINION ENERGY, INC | $245,844 | 0.2% | +0% | 69.9 |
| 88 |  $ORCL | ORACLE CORP | $243,668 | 0.2% | +0% | 66.2 |
| 89 | — | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF - ETF | $232,113 | 0.2% | -3% | — |
| 90 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $227,628 | 0.2% | +0% | — |
| 91 | — | ISHARES S&P MID-CAP 400 GROWTH ETF - ETF | $225,130 | 0.2% | +0% | — |
| 92 |  $BP | BP PLC | $218,375 | 0.2% | +0% | — |
| 93 |  $ITW | ILLINOIS TOOL WORKS INC | $216,376 | 0.1% | -3% | 63.6 |
| 94 | — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF - ETF | $212,289 | 0.1% | +0% | — |
| 95 | — | SCHWAB SHORT-TERM US TREASURY ETF - ETF | $203,090 | 0.1% | +0% | — |
| 96 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $196,785 | 0.1% | NEW | — |
| 97 | — | ISHARES CORE MSCI EAFE ETF - ETF | $196,294 | 0.1% | +2% | — |
| 98 | — | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF - ETF | $195,249 | 0.1% | -4% | — |
| 99 |  $MRK | Merck & Co., Inc. | $194,119 | 0.1% | -18% | 59.9 |
| 100 |  $CNX | CNX Resources Corp | $185,427 | 0.1% | +0% | 68.2 |
| 101 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $179,007 | 0.1% | +42% | — |
| 102 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $172,016 | 0.1% | +0% | — |
| 103 |  $F | FORD MOTOR CO | $168,461 | 0.1% | -15% | 54.9 |
| 104 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - ETF | $166,850 | 0.1% | +0% | — |
| 105 | — | ISHARES CORE HIGH DIVIDEND ETF - ETF | $158,077 | 0.1% | +401% | — |
| 106 |  $PHYS | Sprott Physical Gold Trust | $157,668 | 0.1% | +0% | — |
| 107 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | $155,940 | 0.1% | +0% | — |
| 108 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF | $154,787 | 0.1% | +373% | — |
| 109 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | $152,720 | 0.1% | +114% | — |
| 110 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $152,567 | 0.1% | +0% | — |
| 111 | $IVZ | Invesco Ltd. | $150,278 | 0.1% | +1% | — |
| 112 |  $MS | MORGAN STANLEY | $147,419 | 0.1% | +0% | 75.8 |
| 113 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $145,948 | 0.1% | -7% | 70 |
| 114 | — | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF - ETF | $143,797 | 0.1% | +0% | — |
| 115 | — | ISHARES U.S. UTILITIES ETF - ETF | $135,125 | 0.1% | +0% | — |
| 116 | — | ISHARES GLOBAL INDUSTRIALS ETF - ETF | $133,483 | 0.1% | +0% | — |
| 117 |  $SPGI | S&P Global Inc. | $132,767 | 0.1% | -19% | 76.1 |
| 118 |  $BRK.B | BERKSHIRE HATHAWAY INC | $128,600 | 0.1% | +0% | 73.8 |
| 119 |  $IAU | ISHARES GOLD TRUST | $128,594 | 0.1% | +0% | — |
| 120 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - ETF | $127,542 | 0.1% | +0% | — |
| 121 |  $TXN | TEXAS INSTRUMENTS INC | $127,276 | 0.1% | -63% | 73.4 |
| 122 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $126,354 | 0.1% | -61% | — |
| 123 |  $GD | GENERAL DYNAMICS CORP | $125,755 | 0.1% | +0% | 68.7 |
| 124 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $125,198 | 0.1% | +0% | 44.6 |
| 125 |  $QCOM | QUALCOMM INC/DE | $122,206 | 0.1% | +0% | 70.5 |
| 126 | — | DIMENSIONAL US LARGE CAP VALUE ETF - ETF | $122,136 | 0.1% | +253% | — |
| 127 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $120,295 | 0.1% | -22% | — |
| 128 |  $MCD | MCDONALDS CORP | $112,331 | 0.1% | -15% | 69 |
| 129 |  $NB | NIOCORP DEVELOPMENTS LTD | $110,981 | 0.1% | NEW | — |
| 130 |  $WMT | Walmart Inc. | $110,768 | 0.1% | +0% | 60.2 |
| 131 | $IVZ | Invesco Ltd. | $108,508 | 0.1% | +0% | — |
| 132 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | $105,017 | 0.1% | +0% | — |
| 133 |  $GLW | CORNING INC /NY | $104,982 | 0.1% | +0% | 73.7 |
| 134 |  $CAT | CATERPILLAR INC | $102,625 | 0.1% | +0% | 66.5 |
| 135 |  $JNJ | JOHNSON & JOHNSON | $102,458 | 0.1% | -43% | 69 |
| 136 |  $HD | HOME DEPOT, INC. | $101,925 | 0.1% | -20% | 60.3 |
| 137 | — | ISHARES MSCI EAFE ETF - ETF | $98,686 | 0.1% | +0% | — |
| 138 |  $CVX | CHEVRON CORP | $98,328 | 0.1% | +0% | 62.8 |
| 139 |  $COF | CAPITAL ONE FINANCIAL CORP | $94,091 | 0.1% | -36% | 62.4 |
| 140 |  $COST | COSTCO WHOLESALE CORP /NEW | $93,679 | 0.1% | +0% | 66.2 |
| 141 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $90,019 | 0.1% | +0% | — |
| 142 | — | ISHARES PREFERRED & INCOME SECURITIES ETF - ETF | $87,384 | 0.1% | +0% | — |
| 143 |  $INTC | INTEL CORP | $84,616 | 0.1% | -56% | 45.6 |
| 144 |  $EMR | EMERSON ELECTRIC CO | $83,886 | 0.1% | +0% | 65.3 |
| 145 | — | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL - ETF | $83,885 | 0.1% | +0% | — |
| 146 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | $82,576 | 0.1% | +0% | — |
| 147 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $82,495 | 0.1% | +0% | 71.1 |
| 148 |  $SPY | SPDR S&P 500 ETF TRUST | $78,411 | 0.1% | +0% | — |
| 149 |  $BMY | BRISTOL MYERS SQUIBB CO | $77,268 | 0.1% | -21% | 70.4 |
| 150 | — | INNOVATOR U.S. EQUITY BUFFER ETF - MAY - ETF | $75,760 | 0.1% | +0% | — |
New Positions (8)
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF$394,158
GOLDMAN SACHS MSCI WORLD PRIVATE EQUITY RETURN TRACKER ETF - ETF$318,630
VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF$196,785
$NB NIOCORP DEVELOPMENTS LTD$110,981 DEFIANCE DRONE AND MODERN WARFARE ETF - ETF$52,755
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$28,363 JANUS HENDERSON AAA CLO ETF - ETF$20,196
$DVN DEVON ENERGY CORP/DE$11,404Exited Positions (44)
$KKR KKR & Co. Inc.
$LIN LINDE PLC DIMENSIONAL ULTRASHORT FIXED INCOME ETF - ETF
ISHARES CORE DIVIDEND GROWTH ETF - ETF
$DE DEERE & CO JPMORGAN EQUITY PREMIUM INCOME ETF - ETF
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF - ETF
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF
$BX Blackstone Inc. VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF
$FDX FEDEX CORP
$FXF Invesco CurrencyShares Swiss Franc Trust
$CNP CENTERPOINT ENERGY INC
$MCO MOODYS CORP /DE/
$HSY HERSHEY COBrowse Top Institutional Investors
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