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Nadler Financial

Latest statistics and disclosures from Nadler Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, VO, VTI, VOO, VUG, and represent 36.45% of Nadler Financial Group's stock portfolio.
Added to shares of these 10 stocks: VLU (+$26M), VO, FNDF, VEA, IVV, VTV, PEP, IJH, SPMD, SPY.
Started 10 new stock positions in AEP, DFAC, ITOT, SPMD, ESGV, VLU, INTC, FAST, MSI, MU.
Reduced shares in these 10 stocks: SCHD (-$23M), IWD, VUG, BRK.B, SCHV, VOO, NVDA, IWF, MSFT, AAPL.
Sold out of its positions in MO, ADSK, CEG, DHR, ECL, EFX, GBTC, HRMY, SPLV, IYW. IEMG, DIA, XLP, VXUS, MGK, VOOV, VCSH.
Nadler Financial Group was a net seller of stock by $-2.6M.
Nadler Financial Group has $1.0B in assets under management (AUM), dropping by -3.51%.
Central Index Key (CIK): 0001541787

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Portfolio Holdings for Nadler Financial Group

Nadler Financial Group holds 135 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value ETF Etf (VTV)	9.7	$100M		511k	196.20	View chart
Vanguard Mid-Cap ETF Etf (VO)	8.3	$86M	+4%	300k	287.18	View chart
Vanguard Total Stock Market ETF Etf (VTI)	7.1	$74M		229k	320.81	View chart
Vanguard S&P 500 ETF Etf (VOO)	5.7	$60M	-2%	100k	597.55	View chart
Vanguard Growth ETF Etf (VUG)	5.6	$59M	-6%	134k	436.79	View chart
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)	5.5	$57M		2.0M	29.13	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	5.5	$57M		521k	109.69	View chart
Schwab Fundamental International Equity ETF Etf (FNDF)	5.4	$56M	+6%	1.1M	48.93	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	4.6	$48M	+6%	748k	64.08	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	4.5	$46M	+3%	687k	67.53	View chart
iShares Core S&P U.S. Value ETF Etf (IUSV)	4.5	$46M		453k	102.25	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	4.5	$46M	-2%	109k	426.40	View chart
iShares Core S&P 500 ETF Etf (IVV)	2.8	$29M	+6%	45k	653.20	View chart
State Street SPDR S&P 1500 Value Tilt ETF Etf (VLU)	2.5	$26M	NEW	122k	214.98	View chart
Apple Stock (AAPL)	2.5	$26M	-3%	101k	253.79	View chart
iShares Russell 1000 Value ETF Etf (IWD)	2.5	$26M	-13%	120k	213.67	View chart
State Street SPDR S&P 500 ETF Trust Etf (SPY)	1.6	$16M	+7%	25k	650.34	View chart
Microsoft Corp Stock (MSFT)	1.0	$11M	-9%	29k	370.17	View chart
NVIDIA Corp Stock (NVDA)	1.0	$10M	-11%	59k	174.40	View chart
Schwab U.S. Mid-Cap ETF Etf (SCHM)	1.0	$10M	-6%	334k	30.96	View chart
Alphabet Stock (GOOG)	0.8	$8.0M	-5%	28k	286.86	View chart
Amazon.com Stock (AMZN)	0.7	$7.2M	-2%	35k	208.27	View chart
Berkshire Hathaway Stock (BRK.B)	0.7	$7.0M	-17%	15k	479.20	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.7	$6.8M	-3%	70k	97.23	View chart
Invesco QQQ Trust Etf (QQQ)	0.6	$6.7M	-11%	12k	577.18	View chart
Capital One Financial Corp Stock (COF)	0.6	$6.6M		36k	182.43	View chart
iShares Gold Trust Etf (IAU)	0.6	$6.4M	+7%	73k	88.16	View chart
WisdomTree U.S. LargeCap Dividend Fund Etf (DLN)	0.4	$3.9M	-6%	43k	89.33	View chart
Vanguard Russell 1000 ETF Etf (VONE)	0.4	$3.9M	-6%	13k	295.12	View chart
Schwab U.S. Dividend Equity ETF Etf (SCHD)	0.4	$3.9M	-85%	126k	30.68	View chart
Tesla Stock (TSLA)	0.4	$3.7M		10k	371.75	View chart
SPDR Gold Shares Etf (GLD)	0.4	$3.7M		8.5k	430.29	View chart
Costco Wholesale Corp Stock (COST)	0.3	$3.5M		3.5k	996.33	View chart
Vanguard Small-Cap ETF Etf (VB)	0.3	$3.2M	-22%	12k	261.91	View chart
Schwab U.S. Large-Cap Value ETF Etf (SCHV)	0.3	$2.9M	-31%	97k	30.50	View chart
Berkshire Hathaway Stock (BRK.A)	0.3	$2.9M		4.00	718140.00	View chart
Meta Platforms Stock (META)	0.2	$2.6M	-2%	4.5k	572.11	View chart
Oracle Corp Stock (ORCL)	0.2	$2.3M	-2%	16k	147.11	View chart
iShares Russell 1000 ETF Etf (IWB)	0.2	$2.3M	-5%	6.4k	356.56	View chart
McDonald's Corp Stock (MCD)	0.2	$2.1M		6.9k	310.81	View chart
PepsiCo Stock (PEP)	0.2	$2.1M	+277%	14k	155.29	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.0M	+42%	12k	169.66	View chart
Alphabet Stock (GOOGL)	0.2	$1.9M		6.7k	287.58	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.2	$1.8M	-17%	14k	128.12	View chart
JPMorgan Chase & Co Stock (JPM)	0.2	$1.7M	-5%	5.7k	294.16	View chart
AbbVie Stock (ABBV)	0.2	$1.6M	-10%	7.5k	217.50	View chart
Eli Lilly and Stock (LLY)	0.2	$1.6M	-28%	1.7k	919.77	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$1.6M	-4%	7.3k	215.06	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.5M		6.1k	244.45	View chart
Invesco NASDAQ 100 ETF Etf (QQQM)	0.1	$1.5M	-15%	6.2k	237.62	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	0.1	$1.4M		15k	93.74	View chart
Netflix Stock (NFLX)	0.1	$1.3M	+3%	14k	96.15	View chart
State Street SPDR Portfolio S&P 400 Mid Cap ETF Etf (SPMD)	0.1	$1.3M	NEW	22k	59.22	View chart
State Street Technology Select Sector SPDR ETF Etf (XLK)	0.1	$1.2M		9.3k	132.90	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	+3%	1.7k	708.46	View chart
At&t Stock (T)	0.1	$1.1M		39k	28.99	View chart
Sprott Physical Gold and Silver Trust Cef (CEF)	0.1	$1.1M		22k	47.72	View chart
abrdn Physical Silver Shares ETF Etf (SIVR)	0.1	$987k		14k	71.61	View chart
Walmart Stock (WMT)	0.1	$937k	-2%	7.5k	124.27	View chart
Home Depot Stock (HD)	0.1	$889k	-5%	2.7k	328.85	View chart
Abbott Laboratories Stock (ABT)	0.1	$867k	-3%	8.4k	102.67	View chart
Shopify Inc Registered Shs -A- Subord Vtg Stock (SHOP)	0.1	$793k		6.7k	118.62	View chart
Cisco Systems Stock (CSCO)	0.1	$740k	-8%	9.5k	77.59	View chart
Visa Stock (V)	0.1	$739k	-14%	2.4k	302.20	View chart
Merck & Co Stock (MRK)	0.1	$704k		5.9k	120.29	View chart
Sprott Physical Silver Trust Cef (PSLV)	0.1	$663k	+15%	27k	24.39	View chart
GE Aerospace Stock (GE)	0.1	$630k	+37%	2.2k	283.83	View chart
Allstate Corp Stock (ALL)	0.1	$616k	-3%	3.0k	207.34	View chart
GE Vernova Stock (GEV)	0.1	$572k	+29%	655.00	872.90	View chart
Boeing Stock (BA)	0.1	$564k	-12%	2.8k	199.03	View chart
Sprott Physical Gold Trust Cef (PHYS)	0.1	$558k		16k	35.44	View chart
Cboe Global Markets Stock (CBOE)	0.1	$556k		2.0k	281.07	View chart
Mastercard Stock (MA)	0.1	$544k	-20%	1.1k	499.67	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$544k	-23%	1.6k	337.95	View chart
Amplify Cybersecurity ETF Etf (HACK)	0.1	$531k	-4%	7.1k	75.09	View chart
Defiance Quantum ETF Etf (QTUM)	0.0	$517k	+27%	4.8k	107.31	View chart
Coca-Cola Stock (KO)	0.0	$504k	-16%	6.6k	76.05	View chart
International Business Machines Corp Stock (IBM)	0.0	$491k		2.0k	242.39	View chart
Amgen Stock (AMGN)	0.0	$487k		1.4k	351.84	View chart
Walt Disney Stock (DIS)	0.0	$486k		5.0k	96.39	View chart
Deere & Co Stock (DE)	0.0	$477k	-5%	847.00	563.35	View chart
Broadcom Stock (AVGO)	0.0	$473k	-8%	1.5k	309.53	View chart
State Street Consumer Discretionary Select Sector SPDR ETF Etf (XLY)	0.0	$473k		4.3k	108.98	View chart
iShares MSCI Israel ETF Etf (EIS)	0.0	$470k	-7%	4.1k	116.04	View chart
Procter & Gamble Stock (PG)	0.0	$465k	+18%	3.2k	144.44	View chart
Advanced Micro Devices Stock (AMD)	0.0	$463k		2.3k	203.43	View chart
Southern Stock (SO)	0.0	$461k		4.8k	96.52	View chart
Pfizer Stock (PFE)	0.0	$449k	-3%	16k	28.08	View chart
Atlantic Union Bankshares Corp Stock (AUB)	0.0	$441k		12k	35.74	View chart
WisdomTree U.S. Al Enhanced Value Fund Etf (AIVL)	0.0	$432k	-8%	3.7k	115.71	View chart
Bank of America Corp Stock (BAC)	0.0	$407k		8.3k	48.75	View chart
AllianceBernstein Holding Stock (AB)	0.0	$406k		11k	37.44	View chart
Dimensional U.S. Core Equity 2 ETF Etf (DFAC)	0.0	$393k	NEW	10k	38.86	View chart
Medline Stock (MDLN)	0.0	$380k		8.5k	44.50	View chart
Blackstone Stock (BX)	0.0	$371k	-8%	3.2k	114.98	View chart
Eaton Corp Stock (ETN)	0.0	$369k		1.0k	357.67	View chart
NextEra Energy Stock (NEE)	0.0	$363k		3.9k	92.88	View chart
iShares Bitcoin Trust ETF Etf (IBIT)	0.0	$363k	+107%	9.5k	38.42	View chart
American Express Stock (AXP)	0.0	$356k	-11%	1.2k	302.48	View chart
Vanguard Information Technology ETF Etf (VGT)	0.0	$353k		506.00	697.72	View chart
CME Group Stock (CME)	0.0	$349k		1.2k	295.43	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.0	$338k	NEW	2.4k	142.43	View chart
PTC Therapeutics Stock (PTCT)	0.0	$337k		4.9k	68.13	View chart
State Street SPDR S&P Dividend ETF Etf (SDY)	0.0	$335k	-30%	2.3k	145.94	View chart
PNC Financial Services Group Stock (PNC)	0.0	$322k		1.5k	208.09	View chart
Chevron Corp Stock (CVX)	0.0	$320k		1.5k	206.88	View chart
Palantir Technologies Stock (PLTR)	0.0	$317k	-2%	2.2k	146.28	View chart
RTX Corp Stock (RTX)	0.0	$307k		1.6k	192.90	View chart
State Street Communication Services Select Sector SPDR ETF Etf (XLC)	0.0	$303k		2.7k	110.86	View chart
Hershey Stock (HSY)	0.0	$295k		1.4k	207.89	View chart
American Electric Power Stock (AEP)	0.0	$287k	NEW	2.2k	131.08	View chart
Gilead Sciences Stock (GILD)	0.0	$282k		2.0k	139.37	View chart
Palo Alto Networks Stock (PANW)	0.0	$278k	-22%	1.7k	160.32	View chart
Goldman Sachs Group Stock (GS)	0.0	$277k	-19%	327.00	846.84	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.0	$275k		2.9k	95.62	View chart
Dominion Energy Stock (D)	0.0	$255k		4.1k	61.82	View chart
State Street Industrial Select Sector SPDR ETF Etf (XLI)	0.0	$253k		1.6k	161.73	View chart
McKesson Corp Stock (MCK)	0.0	$251k		290.00	865.36	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.0	$250k		1.7k	148.10	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$250k		5.4k	46.46	View chart
Waste Management Stock (WM)	0.0	$249k		1.1k	229.79	View chart
Chubb Stock (CB)	0.0	$246k		754.00	325.93	View chart
Vanguard ESG U.S. Stock ETF Etf (ESGV)	0.0	$244k	NEW	2.2k	112.27	View chart
Micron Technology Stock (MU)	0.0	$243k	NEW	720.00	338.01	View chart
iShares MSCI India ETF Etf (INDA)	0.0	$241k	+10%	5.1k	46.84	View chart
Marriott International Stock (MAR)	0.0	$214k		655.00	327.07	View chart
Lowe's Companies Stock (LOW)	0.0	$209k		884.00	236.32	View chart
Intel Corp Stock (INTC)	0.0	$208k	NEW	4.7k	44.13	View chart
Illinois Tool Works Stock (ITW)	0.0	$205k	-4%	789.00	260.13	View chart
Fastenal Stock (FAST)	0.0	$205k	NEW	4.4k	46.40	View chart
Motorola Solutions Stock (MSI)	0.0	$202k	NEW	465.00	433.97	View chart
Albertsons Companies Stock (ACI)	0.0	$184k		11k	17.04	View chart
Kimbell Royalty Partners Stock (KRP)	0.0	$162k		11k	14.47	View chart
Medical Properties Trust Reit (MPT)	0.0	$97k	+16%	21k	4.63	View chart
Empire Petroleum Corp Stock	0.0	$51k		17k	2.96	View chart

Past Filings by Nadler Financial Group

SEC 13F filings are viewable for Nadler Financial Group going back to 2011

Nadler Financial Group 2026 Q1 filed May 4, 2026
Nadler Financial Group 2025 Q4 filed Jan. 28, 2026
Nadler Financial Group 2025 Q3 filed Oct. 30, 2025
Nadler Financial Group 2025 Q2 filed July 28, 2025
Nadler Financial Group 2025 Q1 filed April 24, 2025
Nadler Financial Group 2024 Q4 filed Jan. 24, 2025
Nadler Financial Group 2024 Q3 filed Oct. 28, 2024
Nadler Financial Group 2024 Q2 filed July 22, 2024
Nadler Financial Group 2024 Q1 filed April 26, 2024
Nadler Financial Group 2023 Q4 filed Feb. 2, 2024
Nadler Financial Group 2023 Q3 filed Oct. 24, 2023
Nadler Financial Group 2023 Q2 filed July 31, 2023
Nadler Financial Group 2023 Q1 filed April 19, 2023
Nadler Financial Group 2022 Q4 filed Jan. 30, 2023
Nadler Financial Group 2022 Q3 filed Oct. 31, 2022
Nadler Financial Group 2022 Q2 filed July 20, 2022

View all past filings

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