National Wealth Management Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1977723
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13F Reported Value
ⓘ$323.4M
Holdings
226
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
National Wealth Management Group, LLC disclosed 226 positions worth $323.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 31 new positions and exited 18. The portfolio is most concentrated in Other (57.3% of disclosed assets). All figures are sourced directly from National Wealth Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1977723.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
7.0% weight
Held 4 quarters
ISHARES TR - CORE S&P500 E
3.5% weight
Held 4 quarters
$NVDA3.3% weight
Held 4 quarters
ISHARES TR - CORE MSCI INT
3.2% weight
Held 4 quarters
$BAH3.2% weight
Held 4 quarters
ISHARES TR - CORE MSCI INT
6 quarters accumulating
ISHARES TR - CORE S&P MCP
6 quarters accumulating
CAPITAL GROUP GROWTH ETF -
6 quarters accumulating
CAPITAL GROUP DIVIDEND VAL
6 quarters accumulating
SPDR INDEX SHS FDS - ST PO
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$22.7M258,146 shISHARES TR - CORE S&P500 ETF
—Quality
$11.1M14,888 sh- 85.9#5
Quality
$10.5M52,551 sh ISHARES TR - CORE MSCI INTL
—Quality
$10.4M116,723 sh- 58.0
Quality
$10.3M250,394 sh - —
Quality
$8.4M11,443 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$7.6M97,933 shT ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP
—Quality
$6.3M126,336 shSPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$6.1M66,813 shCAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF
—Quality
$5.9M179,661 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $22.7M | 258,146 |
| ISHARES TR - CORE S&P500 ETF | — | $11.1M | 14,888 |
| NVIDIA CORP$NVDA | 85.9#5 | $10.5M | 52,551 |
| ISHARES TR - CORE MSCI INTL | — | $10.4M | 116,723 |
| Booz Allen Hamilton Holding Corp$BAH | 58.0 | $10.3M | 250,394 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $8.4M | 11,443 |
| ISHARES TR - CORE S&P MCP ETF | — | $7.6M | 97,933 |
| T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | — | $6.3M | 126,336 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $6.1M | 66,813 |
| CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | — | $5.9M | 179,661 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of National Wealth Management Group, LLC's 226 positions.
Showing top 10 of 226 holdings.
Sector Allocation
Other
$185.4M
Technology
$70.5M
Financials
$29.5M
Industrials
$13.0M
Consumer Discretionary
$7.3M
Healthcare
$5.3M
Materials
$3.7M
Energy
$3.0M
Top Holdings — National Wealth Management Group, LLC (Q2 2026)
Top 150 of 226 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 | — | SPDR SERIES TRUST - ST STR P500ETF | $22.7M | 7.0% | +113% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $11.1M | 3.5% | -1% | — |
| 3 | $NVDA | NVIDIA CORP | $10.5M | 3.3% | +2% | 85.9 |
| 4 | — | ISHARES TR - CORE MSCI INTL | $10.4M | 3.2% | +46% | — |
| 5 | $BAH | Booz Allen Hamilton Holding Corp | $10.3M | 3.2% | -29% | 58 |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.4M | 2.6% | -1% | — |
| 7 | — | ISHARES TR - CORE S&P MCP ETF | $7.6M | 2.3% | +20% | — |
| 8 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $6.3M | 2.0% | -39% | — |
| 9 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $6.1M | 1.9% | +18% | — |
| 10 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $5.9M | 1.8% | -28% | — |
| 11 |  $AAPL | Apple Inc. | $5.5M | 1.7% | -2% | 76.4 |
| 12 |  $LRCX | LAM RESEARCH CORP | $5.3M | 1.6% | -15% | 79.4 |
| 13 |  $IVZ | Invesco Ltd. | $4.8M | 1.5% | +10% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.8M | 1.5% | +1% | — |
| 15 |  $MU | MICRON TECHNOLOGY INC | $4.7M | 1.4% | +39% | 86.2 |
| 16 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $4.5M | 1.4% | -30% | — |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.1M | 1.3% | +3% | — |
| 18 | — | SPDR SERIES TRUST - ST STR P400MID | $4.0M | 1.3% | +243% | — |
| 19 |  $GLD | SPDR GOLD TRUST | $4.0M | 1.2% | -6% | — |
| 20 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $3.9M | 1.2% | +4% | — |
| 21 | — | VANGUARD WORLD FD - INF TECH ETF | $3.8M | 1.2% | +673% | — |
| 22 |  $TSLA | Tesla, Inc. | $3.8M | 1.2% | +5% | 53.9 |
| 23 |  $GOOG | Alphabet Inc. | $3.5M | 1.1% | -2% | 78.2 |
| 24 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $3.2M | 1.0% | -20% | — |
| 25 |  $WDC | WESTERN DIGITAL CORP | $3.2M | 1.0% | -29% | 80.7 |
| 26 |  $MSFT | MICROSOFT CORP | $3.1M | 1.0% | -20% | 79.8 |
| 27 |  $AMZN | AMAZON COM INC | $3.1M | 1.0% | -2% | 68.7 |
| 28 | — | LISTED FDS TR - SPEAR ALPHA ETF | $3.1M | 1.0% | +109% | — |
| 29 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $3.1M | 0.9% | -24% | — |
| 30 | $IVZ | Invesco Ltd. | $2.9M | 0.9% | -3% | — |
| 31 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $2.9M | 0.9% | +58% | — |
| 32 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $2.8M | 0.9% | +4% | — |
| 33 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.8M | 0.9% | +239% | — |
| 34 |  $STX | Seagate Technology Holdings plc | $2.7M | 0.8% | -2% | — |
| 35 |  $AMD | ADVANCED MICRO DEVICES INC | $2.7M | 0.8% | -1% | 79.8 |
| 36 | — | GABELLI ETFS TRUST - COML AER DEF ETF | $2.6M | 0.8% | NEW | — |
| 37 |  $PLTR | Palantir Technologies Inc. | $2.6M | 0.8% | -6% | 84.6 |
| 38 |  $SLV | iShares Silver Trust | $2.5M | 0.8% | -5% | — |
| 39 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $2.4M | 0.8% | -22% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.7% | -2% | 73.8 |
| 41 |  $WT | WisdomTree, Inc. | $2.4M | 0.7% | -2% | 59.9 |
| 42 |  $ADI | ANALOG DEVICES INC | $2.4M | 0.7% | -3% | 79.2 |
| 43 |  $GE | GENERAL ELECTRIC CO | $2.2M | 0.7% | -1% | 73.8 |
| 44 | — | TEMA ETF TRUST - US MANUFACTURING | $2.2M | 0.7% | NEW | — |
| 45 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.1M | 0.7% | -4% | — |
| 46 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $2.0M | 0.6% | +87% | — |
| 47 |  $AMAT | APPLIED MATERIALS INC /DE | $2.0M | 0.6% | -15% | 72.3 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.6% | -10% | — |
| 49 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $2.0M | 0.6% | +19% | — |
| 50 |  $AVGO | Broadcom Inc. | $1.9M | 0.6% | -4% | 84.5 |
| 51 | — | PACER FDS TR - US CASH COWS 100 | $1.9M | 0.6% | +4% | — |
| 52 | — | ISHARES TR - US TREAS BD ETF | $1.8M | 0.6% | -6% | — |
| 53 |  $META | Meta Platforms, Inc. | $1.8M | 0.6% | -34% | 79.6 |
| 54 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $1.7M | 0.5% | -2% | — |
| 55 | — | ISHARES TR - ISHARES SEMICDTR | $1.6M | 0.5% | +2% | — |
| 56 |  $TER | TERADYNE, INC | $1.6M | 0.5% | -3% | 77.3 |
| 57 | — | ISHARES TR - ESG MSCI USA ETF | $1.5M | 0.5% | -0% | — |
| 58 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $1.5M | 0.5% | +152% | — |
| 59 | — | ISHARES TR - CORE S&P SCP ETF | $1.4M | 0.4% | +2% | — |
| 60 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.4% | -3% | 64.6 |
| 61 | — | SPDR SERIES TRUST - ST STR CORPO ETF | $1.4M | 0.4% | -4% | — |
| 62 | — | ISHARES TR - TRUST ISHARE 0-1 | $1.3M | 0.4% | -5% | — |
| 63 |  $HWM | Howmet Aerospace Inc. | $1.3M | 0.4% | +53% | 73.9 |
| 64 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.3M | 0.4% | -15% | — |
| 65 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.2M | 0.4% | -1% | — |
| 66 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $1.2M | 0.4% | +97% | — |
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | $1.1M | 0.3% | +2% | — |
| 68 |  $VRT | Vertiv Holdings Co | $1.1M | 0.3% | -6% | 81 |
| 69 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.3% | -1% | 62.7 |
| 70 | — | ISHARES INC - CORE MSCI EMKT | $1.1M | 0.3% | +0% | — |
| 71 |  $ANET | Arista Networks, Inc. | $1.1M | 0.3% | -2% | 81.9 |
| 72 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $1.1M | 0.3% | -3% | 73.3 |
| 73 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.1M | 0.3% | NEW | — |
| 74 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.0M | 0.3% | NEW | — |
| 75 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.0M | 0.3% | +1% | — |
| 76 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.0M | 0.3% | -2% | — |
| 77 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.0M | 0.3% | +291% | — |
| 78 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.3% | -8% | 70.7 |
| 79 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $998,425 | 0.3% | +31% | — |
| 80 |  $SCCO | SOUTHERN COPPER CORP/ | $997,826 | 0.3% | -5% | 83.1 |
| 81 |  $LLY | ELI LILLY & Co | $963,347 | 0.3% | -2% | 87.5 |
| 82 |  $WMT | Walmart Inc. | $954,542 | 0.3% | -4% | 60.2 |
| 83 | $IVZ | Invesco Ltd. | $946,296 | 0.3% | +12% | — |
| 84 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $937,764 | 0.3% | +4% | — |
| 85 |  $AMGN | AMGEN INC | $915,847 | 0.3% | -24% | 79.2 |
| 86 |  $GOOGL | Alphabet Inc. | $881,477 | 0.3% | -7% | 78.2 |
| 87 | $IVZ | Invesco Ltd. | $859,378 | 0.3% | +41% | — |
| 88 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $812,779 | 0.3% | +213% | — |
| 89 |  $EMBJ | EMBRAER S.A. | $772,001 | 0.2% | +0% | — |
| 90 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $771,286 | 0.2% | -3% | 64.4 |
| 91 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $763,360 | 0.2% | +0% | — |
| 92 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $729,300 | 0.2% | -13% | — |
| 93 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $725,286 | 0.2% | +275% | — |
| 94 |  $LNG | Cheniere Energy, Inc. | $707,554 | 0.2% | +0% | 66.5 |
| 95 | $IVZ | Invesco Ltd. | $661,833 | 0.2% | -2% | — |
| 96 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $643,820 | 0.2% | -19% | 57.5 |
| 97 |  $SHOP | SHOPIFY INC. | $633,813 | 0.2% | +189% | 64.9 |
| 98 | — | ISHARES TR - 20 YR TR BD ETF | $609,275 | 0.2% | NEW | — |
| 99 |  $V | VISA INC. | $608,849 | 0.2% | -9% | 82.9 |
| 100 | — | VANGUARD WORLD FD - UTILITIES ETF | $608,410 | 0.2% | -3% | — |
| 101 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $604,251 | 0.2% | -11% | — |
| 102 | — | ISHARES TR - LATN AMER 40 ETF | $604,015 | 0.2% | +20% | — |
| 103 | — | VANECK ETF TRUST - GOLD MINERS ETF | $599,883 | 0.2% | +7% | — |
| 104 |  $UGA | United States Gasoline Fund, LP | $591,254 | 0.2% | -15% | — |
| 105 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $582,456 | 0.2% | NEW | — |
| 106 |  $APH | AMPHENOL CORP /DE/ | $575,861 | 0.2% | -8% | 79.3 |
| 107 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | $569,926 | 0.2% | NEW | — |
| 108 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $558,117 | 0.2% | +9% | — |
| 109 |  $FCX | FREEPORT-MCMORAN INC | $555,088 | 0.2% | -6% | 62 |
| 110 |  $ALPS | Alps Group Inc | $549,571 | 0.2% | -2% | — |
| 111 |  $CTAS | CINTAS CORP | $544,426 | 0.2% | +0% | 68.7 |
| 112 |  $COP | CONOCOPHILLIPS | $542,161 | 0.2% | -5% | 70.2 |
| 113 |  $ENB | ENBRIDGE INC | $541,883 | 0.2% | -3% | 66.7 |
| 114 | — | ISHARES TR - CORE S&P TTL STK | $540,789 | 0.2% | +0% | — |
| 115 |  $MO | ALTRIA GROUP, INC. | $539,985 | 0.2% | +1% | 67.4 |
| 116 | — | ISHARES TR - RUS TP200 GR ETF | $533,085 | 0.2% | -1% | — |
| 117 | — | PROSHARES TR - S&P 500 DV ARIST | $529,701 | 0.2% | +100% | — |
| 118 |  $IBIT | iShares Bitcoin Trust ETF | $512,433 | 0.2% | +7% | — |
| 119 |  $EMR | EMERSON ELECTRIC CO | $509,722 | 0.2% | -4% | 65.3 |
| 120 |  $COST | COSTCO WHOLESALE CORP /NEW | $486,716 | 0.1% | +2% | 66.2 |
| 121 |  $LOW | LOWES COMPANIES INC | $482,657 | 0.1% | -4% | 60.8 |
| 122 | — | ISHARES TR - CORE DIV GRWTH | $474,598 | 0.1% | -8% | — |
| 123 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $473,139 | 0.1% | -4% | — |
| 124 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $468,006 | 0.1% | -5% | — |
| 125 |  $FG | F&G Annuities & Life, Inc. | $465,248 | 0.1% | +0% | 60.3 |
| 126 | — | PIMCO ETF TR - INTER MUN BD ACT | $465,079 | 0.1% | +100% | — |
| 127 |  $BMY | BRISTOL MYERS SQUIBB CO | $461,363 | 0.1% | +4% | 70.4 |
| 128 |  $LAMR | LAMAR ADVERTISING CO/NEW | $457,957 | 0.1% | NEW | 65.4 |
| 129 | — | ISHARES TR - CORE 30 70 ETF | $455,533 | 0.1% | +4% | — |
| 130 |  $GBTC | Grayscale Bitcoin Trust ETF | $454,836 | 0.1% | +34% | — |
| 131 |  $EXPE | Expedia Group, Inc. | $452,908 | 0.1% | NEW | 71.1 |
| 132 | — | PACER FDS TR - US SM CAP CA ETF | $443,526 | 0.1% | -5% | — |
| 133 |  $JNJ | JOHNSON & JOHNSON | $437,713 | 0.1% | +3% | 69 |
| 134 | $IVZ | Invesco Ltd. | $434,722 | 0.1% | NEW | — |
| 135 |  $DIS | Walt Disney Co | $432,548 | 0.1% | -15% | 60.1 |
| 136 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $420,442 | 0.1% | -7% | 69.9 |
| 137 |  $SPGI | S&P Global Inc. | $419,176 | 0.1% | -12% | 76.1 |
| 138 |  $XYL | Xylem Inc. | $417,218 | 0.1% | -10% | 65.8 |
| 139 |  $SBUX | STARBUCKS CORP | $413,378 | 0.1% | +10% | 58.2 |
| 140 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $407,191 | 0.1% | +2% | — |
| 141 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | $405,364 | 0.1% | -32% | — |
| 142 |  $BLK | BlackRock, Inc. | $398,086 | 0.1% | -2% | 70 |
| 143 |  $XOM.R34088 | EXXON MOBIL CORP | $397,148 | 0.1% | -3% | 57.9 |
| 144 |  $FTI | TechnipFMC plc | $383,943 | 0.1% | NEW | — |
| 145 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $383,338 | 0.1% | +0% | — |
| 146 |  $MCD | MCDONALDS CORP | $383,186 | 0.1% | -3% | 69 |
| 147 |  $NEE | NEXTERA ENERGY INC | $369,085 | 0.1% | -2% | 64.6 |
| 148 |  $RKLB | Rocket Lab Corp | $367,871 | 0.1% | NEW | 39.9 |
| 149 | — | ISHARES TR - ESG EAFE ETF | $362,342 | 0.1% | -2% | — |
| 150 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $361,058 | 0.1% | +68% | — |
New Positions (31)
GABELLI ETFS TRUST - COML AER DEF ETF$2.6M
TEMA ETF TRUST - US MANUFACTURING$2.2M
SCHWAB STRATEGIC TR - INTL EQTY ETF$1.1M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$1.0M
ISHARES TR - 20 YR TR BD ETF$609,275
SELECT SECTOR SPDR TR - ST STR TECHN ETF$582,456
FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF$569,926
$LAMR LAMAR ADVERTISING CO/NEW$457,957$EXPE Expedia Group, Inc.$452,908$FTI TechnipFMC plc$383,943$RKLB Rocket Lab Corp$367,871 VANECK ETF TRUST - SEMICONDUCTR ETF$359,483
$VOD VODAFONE GROUP PUBLIC LTD CO$345,812 AMERICAN CENTY ETF TR - US EQT ETF$308,032
FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR$286,380
Exited Positions (18)
GLOBAL X FDS
VANGUARD ADMIRAL FDS INC
$USB US BANCORP \DE\
$VRTX VERTEX PHARMACEUTICALS INC / MA SELECT SECTOR SPDR TR
$ADBE ADOBE INC.
$MPLX MPLX LP SPDR SERIES TRUST
$MEDP Medpace Holdings, Inc. ISHARES TR
$INTU INTUIT INC.
$CVX CHEVRON CORP
$VZ VERIZON COMMUNICATIONS INC INVESCO EXCHANGE TRADED FD T
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.Browse Top Institutional Investors
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